90 Day Business Plan Template for Sales: Achieving Success

As a sales representative, creating a 30-60-90 day plan is crucial to achieving success in your new role. A well-crafted plan helps you integrate quickly and smoothly into the organization, aligns with company goals, and ensures that your daily actions are productive. In this article, we'll take you through the steps to create a 90-day business plan template for sales.

Step 1: Draft a Template

Before you start setting targets, it's essential to draft a template. This will serve as a framework for your 30-60-90 day plan and ensure that you cover all aspects of your role. A standard template typically includes sections such as:

* Company goals and objectives

* Sales targets (short-term and long-term)

* Action items with timelines

* Key performance indicators (KPIs)

Step 2: Define Goals

To create a successful sales plan, it's vital to define SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals. These goals should be aligned with the company's overall mission and objectives. Ask yourself:

* What do I need to achieve in the first 30 days?

* What would be my target for sales in 60 days?

* What is the end goal of completing a 90-day sales plan?

Step 3: Identify 30-Day Targets

In your first 30 days, focus on setting short-term targets that are achievable and measurable. These targets should be aligned with company goals and objectives. For example:

* Make 10 new connections per week

* Close 2 deals within the next 30 days

* Attend a minimum of 2 networking events

Step 4: Identify 60-Day Targets

In your second month, focus on setting targets that build upon your short-term achievements. These targets should be more challenging and require more effort to achieve. For example:

* Increase sales by 20% compared to the previous month

* Meet with at least 5 potential clients per week

* Attend a minimum of 3 industry conferences

Step 5: Identify 90-Day Targets

In your final month, focus on setting long-term targets that align with company goals and objectives. These targets should be ambitious yet achievable. For example:

* Increase sales by 30% compared to the previous quarter

* Establish at least 10 new relationships per week

* Attend a minimum of 2 industry events per month

Step 6: Create Action Items

Once you've identified your targets, it's essential to create action items with timelines. These action items should be specific, measurable, and achievable. For example:

* Week 1-2: Research potential clients and prepare sales pitches

* Week 3-4: Attend networking events and connect with at least 5 new people per week

* Month 2-3: Follow up with potential clients and close deals

By following these steps and creating a 90-day business plan template for sales, you'll be well on your way to achieving success in your role. Remember to regularly review and update your plan to ensure that it remains relevant and effective.

In conclusion, a 30-60-90 day plan is essential for any sales representative looking to succeed in their new role. By following these steps and creating a comprehensive plan, you'll be able to integrate quickly into the organization, align with company goals, and achieve success.

90 day business plan template for sales