If you're new to sales, what's a good way to think about, contextualize, and approach a 30/60/90 plan if you've never done one before?
If you're new to sales and tasked with creating a 30/60/90 day plan for the first time, it's essential to break down the process into manageable steps and focus on building a strong foundation for success. Here's a simple approach to help you contextualise and approach your plan:
1. Understand the Basics:
Start by understanding the purpose and structure of a 30/60/90 day plan. It's a strategic roadmap that outlines your goals and objectives for the first three months in a new role.
Research examples of 30/60/90 day plans online to get a sense of common elements and best practices.
2. Set Clear Goals:
Define your goals and objectives for each phase of the plan. What do you aim to achieve in the first 30 days, 60 days, and 90 days?
Make sure your goals are specific, measurable, achievable, relevant, and time-bound (SMART).
3. Gather Information:
Gather information about your role, the company, the product or service you'll be selling, the target market, and the competitive landscape.
Schedule meetings with key stakeholders, such as your manager, teammates, and other departments, to gather insights and input.
4. Prioritize Activities:
Prioritize activities based on what will have the most significant impact on achieving your goals in each phase of the plan.
Focus on activities that will help you ramp up quickly, build relationships, and start making meaningful contributions to the sales team.
5. Develop Action Plans:
Break down your goals into specific action steps and tasks for each phase of the plan.
Identify the resources, support, and training you'll need to execute your plan effectively.
6. Seek Feedback:
Share your draft plan with your manager or mentor for feedback and input.
Incorporate any suggestions or adjustments to ensure your plan aligns with the company's priorities and expectations.
7. Stay Flexible:
Be prepared to adapt and adjust your plan as needed based on changing circumstances, feedback, and new information.
Stay agile and open-minded as you navigate your first few months in the role.
8. Monitor Progress:
Regularly track and review your progress against the goals and milestones outlined in your plan.
Celebrate achievements and milestones along the way, and course-correct if necessary to stay on track.
By approaching your 30/60/90 day plan with these steps in mind, you can build a roadmap for success in your new sales role, even if you're new to sales. Remember to stay focused, proactive, and adaptable as you work towards achieving your goals.
