Table of Contents
How to Write a 30-60-90 Day Plan for Prospective Employers
If you’re applying for a manager or executive sales position in highly competitive cities like Dallas, you should expect stiff competition from highly qualified candidates. You’ll need to exploit all the tricks in the book to increase your chances of landing your dream sales job. One trick is to create a 30-60-90 day plan to show the hiring company how you’ll run the team or territory if you were in charge. Most companies require candidates for management roles to create a business plan as part of the interview process. To stand out from the crowd and land the job, learn how to write a business plan for a prospective employer.
What to Include in Your Plan for a Sales Manager Role
To avoid losing the job on a technicality, ask the hiring manager what business plan format they prefer. Your Dallas sales recruiter can also give you some insights and guidance to impress hiring managers and employers. The content of business plans for interviews varies depending on whether you’ll manage a new or existing sales team, territory, or region. So, you have to customize your plan for interviews to specific employers and roles. For instance, you cannot send a 30-60-90 day plan for the territory sales manager if you’ve interviewed for the team leader role.
Here is a simple 30-60-90 day plan template example:
Days 1-30: Learn all you can and create a plan.
Days 31-60: Put your plan into action.
Days 61-90: Continuously improve your plan to attain sustainable growth.
Using this simplified template, you can create a strategic 30-60-90 day plan for a team leader to help the company see how you'll bring members together and utilize their skills to deliver results. It is easier to write a 30-60-90 day plan for existing sales teams than crafting a plan to manage a new or non-existent team. But how do you create a business plan for sales manager?
How to Create a 30-60-90 Day Plan for Territory Sales Manager
If you’re going to oversee an existing sales team or territory, present a strategic plan that addresses urgent problems to help the company increase sales. Your 30-60-90 day sales plan can also focus on improving customer relations, introducing new products, or expanding the team or territory. Here is an example of a 30-60-90 day plan for an existing sales territory:
Sales Plan for the First 30 Days
Discovery
- Review and understand corporate culture policies, mission objectives, vision, and business goals.
- Acquaint with the team, sales reps, and key in-house personnel and understand the teams’ strengths and weaknesses.
- Meet with the senior management and team leaders in joint and one-on-one sessions.
- Assist customer support reps, join demos and sales calls, and talk to customers to gather an in-depth understanding of the company's product portfolio.
- Set up communication with leadership team Meet with each member of the team one-on-one direct report sessions
- Identify and confirm the validity of the current team goals.
- Review business priorities, budget, market segmentation, and identify gaps.
- Organize joint meetings to ensure all members work towards new or existing goals.
Sales Plan for Days 31-60
Implementation
- Make relevant changes to the processes based on insights surfaced in the first 30 days.
- Create specific targets and attainable goals for the Quarter with team leaders and present them to the entire sales team for alignment.
- Schedule weekly team meetings to implement new and existing action plans and allow teams to share their weekly updates to increase accountability.
- Assess the effectiveness of mission-critical tools used by the team, such as CRM.
- Review and fine-tune delivery assets and driving routes through the territory to enhance efficiency.
- Ensure customer service representatives complete 2-3 call cycles per month to existing accounts and prospects within the territory.
Sales Plan for the last 30 Days [61-90 Days]
Growth
- Assess the effectiveness of operational changes implemented in the first 60 days and fine-tune accordingly.
- Review the performance of team members. Seek team leaders' recommendations to improve performance.
- Put together a hiring plan to fill personnel gaps.
- Increase sales reps’ calls to open accounts and prospects within territory to 3-5 cycles before the end of the month.
- Brainstorm new and innovative strategies with team leaders to boost lead discovery and grow customer base.
- Hold one-on-one meetings with each team member per month to ensure we exceed the targets.
How to Write a 30-60-90 Day Plan for a New Sales Region
If the hiring company is looking for a sales manager to oversee a new region, you’ll need a strategic plan to build a sustainable business from scratch. Your 30-60-90 day plan for a new regional sales manager should convince the company that you can create sales teams, establish delivery routes and sales channels, and implement new processes and goals. You’ll also need to find, attract, and retain customers to attain sustainable growth.
Here is a sample template for a 30-60-90 day plan for a new regional sales manager:
Days 1-30: Understand and Analyze the Market
Define: Undertake surveys and collect data to define the market and environment quantitatively.
Analyze: Leverage collected data to analyze and evaluate leads based on overall quality.
Segment: Divide the market to target consumers more efficiently and effectively.
SWOT Analysis: Evaluate team's strengths and weaknesses and territory's opportunities and threats.
Define Success: Determine the most important KPI to measure the success of the territory.
Create Action Items: Develop a strategic sales territory plan to exploit lucrative and untapped markets, outdo competitors, and utilize team members’ skills fully.
Days 31-60: Execute Plan and Get Qualitative Feedback
Find New Leads: Leverage tried-and-tested channels to look for new customers and guarantee customer satisfaction to benefit from word-of-mouth recommendations and referrals.
Optimize: Exploit tech-driven tools and data-backed strategies to streamline product delivery, inventory management, and other day-to-day operations.
Get Qualitative Feedback: Schedule weekly meetings with sales reps to understand the plan's effectiveness on the ground. Use questionnaires, surveys, and interviews to get customers’ feedback.
Days 61-90: Optimize and Implement New Strategies for Growth
Run the Numbers: Exploit CRM to analyze existing data based on the main KPI and relevant indicators. Review the results with the entire team to determine successes and areas for improvement.
Individual Account Reviews: Implement effective customer relationship management to serve, satisfy, and retain customers. Conduct individual account reviews to maintain a positive relationship with each client.
Automate Sales Processes: Organize CRM, work out existing kinks, and determine the best ways to automate processes. For example, switch 20% of sales tasks over to mobile app or software.