5 Steps to Creating An Effective 30-60-90 Day Sales Plan with Xara + Examples

published by Kimberley DERUDDER

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If you’re looking to elevate your business’s strategy or want to step up the recruitment process as a hiring manager, a 30-60-90 day plan is a perfect solution.

We know that new operating procedures can be tough to implement once an organizational culture is formed.

Still, given today’s highly competitive markets, updating your strategy and standard operating procedures (SOPs) as a hiring manager has become as common as updating your phone.

The truth is everyone needs a competitive advantage. So, what if your next cutting-edge practice starts with something as simple as editing a template? More specifically, we’re talking about this 30-60-90 day sales plan template.

Instead of struggling to keep up with modern hiring practices and tech-savvy start-ups, use free customizable templates and get ahead of the game immediately.

Let’s explore the step-by-step approach to creating an effective 30-60-90 day sales plan below!

What Is a 30-60-90 Day Sales Plan And How To Use One As A Sales Manager?

Sales managers are responsible for hiring, training, and motivating sales reps to ensure they’re hitting their goals. But how do you know if the reps you’ve hired fit your company’s culture?

One way is by using a 30-60-90 day sales plan. A 30-60-90 day sales plan is a sales management tool that helps sales managers stay more organized and perform better.

An action plan like this can help you determine goals and expectations, evaluate the performance of new hires, and adjust training accordingly.

  • The 30-day plan is an evaluation period where you can see which new employees have the knowledge and skills to be successful in the role. The first 30 days are for mapping out goals and setting the pace.
  • The 60-day plan is where you should see them applying what you taught them in the 30 days and improving on those skills. During this phase, you get to change what’s not working and adapt your initial strategy.
  • The 90-day plan is practical and definitory. During the 90-day plan, you’ll host plenty of constructive feedback sessions and set up operating procedures that work.

A 30-60-90 day sales plan is a way of thinking about your sales strategy. It’s not a set of instructions or steps to follow. Instead, it’s an action plan for you to use as you map out your strategy and team goals.

The idea behind the 30-60-90 day sales plan is that you should have a vision of what success looks like for your business.

It will help you articulate why you want to be in the market, your goals, and how you want to manage them.

What To Include In A 30-60-90 Day Plan For Sales

30-60-90 Day Sales Plan Template from Xara Cloud

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When you’re hiring a salesperson, you want to know that they’re going to be successful. You can’t just hire them and then sit back and hope they do well—you need to give them the tools to succeed.

One of the best ways to do that is through a 30-60-90 day sales plan that outlines their responsibilities, goals, and performance metrics. This lets you set clear expectations of what it means for someone to be successful in the role. It also gives you a concrete schedule to follow when you’re trying to help them develop those skills.

Here is what a 30-60-90 day sales plan should include:

The 30-day plan

  • Formal training
  • Mission, vision, and goals
  • Organizational structure
  • Benchmark external influencers

The 60-day plan

  • Best activities to pursue
  • Understanding competition
  • Set expectations for needed change
  • Establish key metrics

The 90-day plan

  • Contribution to long-term growth
  • Set up the planning process
  • Establish regular feedback loops
  • Demonstrate learning

Our 30-60-90 day sales plan template will help you create a plan to improve your sales and make sure you’re getting the most out of your resources.

How To Create An Effective 30-60-90 Plan In 5 Easy Steps

Realtor creating a 30-60-90 day sales plan

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To map out a results-driven plan based on the long-term goals of your sales department, you need a practical approach. Start with micro plans on how to get to your goal, who will help make it happen, and what resources will be required.

After you’ve mapped out everything, make sure to allocate resources and prioritize tasks. The 30-60-90 day sales plan will help you figure out all these aspects. Now, let’s see how to create one!

Here are five easy steps required to create an effective 30-60-90 day sales plan:

  1. Start With A 30-60-90 Plan Template (Free)
  2. Customize The Template For Your New Employees
  3. Be Specific and Include Planned Sales When Setting A Target For Your Team
  4. Make The Sales Plan Easy To Understand And Highly Actionable
  5. Set KPIs To Measure Success But Be Flexible When Necessary

Now, let’s take each of these steps and study them in detail so that you can set clear expectations and drive better performance with your sales team!

1. Start With A 30-60-90 Day Sales Plan Template (Free) and Write Down Your Goal

30-60-90 Day Sales Plan Template In Xara Cloud

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Start with Xara’s free 30-60-90 day sales plan template, a versatile template that helps hiring managers set concrete goals and accomplish them on time.

The idea behind this action plan is simple: If you’re a new manager or taking on a big task, you set goals for this new job.

Given that you’ve already gone through the interview process and the onboarding process of your new hire/ hires, the first step is to write down the common objective for yourself and the team.

Make sure you include specific details about what you want to achieve. For example, write down who your target audience is, what resources are available to help you reach this goal (ex: skillsets), and where everything fits into the 30-60-90 day sales plan.

Take the first week of this new task to make sure you set reasonable goals, as they’re the foundation of your sales project.

Once you’ve written down your objective, break it down into three parts: 30 days (your short-term goal), 60 days (medium-term goal), and 90 days (long-term goals).

2. Customize The Sales Plan Template And Impress Your New Employees

Now that you have a broad idea of your 30-60-90 day sales plan, it’s time to customize the template using our platform.

  • To start, click on the text box that you wish to change and rewrite your input.
  • If you want to be consistent in your materials, you can automatically apply your brand’s guide (fonts, logos, colors) to match your brand’s aesthetics and the company’s mission throughout the entire document.
  • You can then play around with our extensive editing features to customize the template according to your preferences.
  • Click on the ‘download’ button to get your file or the ‘share’ button to let your teammates in on the project.

Pro tip: With Xara, you can share any file that you’re working on and allow live collaboration with your colleagues or have them pick up the project from where you’ve previously left it.

3. Be Specific and Include Planned Sales When Setting A Target For Your Team

When presenting a 30-60-90 day sales plan to your new hires, you need to be specific and include expected sales and targets for the next three months.

If you’re looking for a new employee to join your work environment, set clear expectations from the beginning.

A great way to do this is by using the SMART method for setting goals. SMART stands for:

  1. Specific – Be specific in your goal formulation. (E.g. We need to increase the revenue of the sales department using sales funnels)
  2. Measurable – Set a goal using numbers and targets to reach instead of just words. Aim for quantifiable goals that can be quantified in figures. (E.g. We need to increase these sales by 20%)
  3. Achievable – Unrealistic expectations will make your team’s spirit die down. Keep your objectives down-to-earth by setting achievable goals, which will also increase the chances of reaching your target.
  4. Relevant – Set goals that make sense for your team, company, and yourself. Don’t be unrealistic, as it will inhibit motivation and lead to unsatisfactory results for the company. A goal followed by a plan of action is to increase productivity and performance, so set a goal with the bigger picture in mind.
  5. Time-Bound – Deadlines are highly effective when it comes to completion rates. They make everyone work harder and strive to meet indicators. Use them to enhance performance and get things done in a set time.

If you’re not specific in the early days of a new job, you and your new team will have difficulty collaborating simply because they won’t get the message.

You want to ensure that everyone understands their role at their new job and how they fit into the larger picture. A template like this one can help you touch these relevant matters of your 30-60-90 day sales plan and set milestones that fit the job description.

4. Make The Sales Plan Highly Actionable And Easy To Understand

You want your new hire to feel excited about their new job and motivated to do well from the first day. Therefore, both the employer and the company culture should be friendly and inviting in the development stage of your project.

As a team leader, it’s your job to offer training and teach them about how the team operates, what’s is like to work at this new company, what the job role consists of, and offer additional training when needed.

Your 60-90 day plan that follows the initial phase needs to be actionable. Case studies, competitor research, and understanding where the company positions itself on the market are all relevant learning goals.

In the 90-day plan, the long-term focus should already be defined. Everyone should know their job and place in the business. They must know their job responsibilities, day-to-day tasks, and direct reports from the management team.

If your 30-60-90 day sales plan is actionable and concise, by 60-90 days, or the 90-day at the latest, any new employee will understand the step-by-step process of their job and be able to demonstrate their learnings.

If not, perhaps you should reconsider other candidates who initially applied for the job. After all, managers need to prepare their staff to bring back a positive ROI.

5. Set KPIs To Measure Success, But Be Flexible When Necessary

Performance goals must be measured according to KPIs (Key Performance Indicators) to quantify the return on your invested resources.

To measure performance goals, you need to determine your KPIs or how many of your smart goals are being achieved. If you’ve achieved them, it’s time to determine if they brought in more returns than the original investment required to pursue this 30-60-90 day sales plan.

Some examples of solid KPIs for your 30-60-90 day sales plan include:

  • Number of cold calls made
  • Number of meetings scheduled
  • Number of meetings converted to leads
  • Number of new clients
  • Number of qualified sales opportunities (QSOs) generated
  • Average revenue generated
  • Customer retention rate

KPIs are meant to show what is working and what isn’t, where you can improve, and how to better target efforts.

In the end, you’re looking to generate more revenue with your 30-60-90 day sales plan. Focus on the areas of your work that generate income, and invest less in the areas that are lacking performance.

Keep Employees In The Loop With A Template For Every SOP

Sales team celebrating their sales planning

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Employees will always require clarity and direction from their team leader. And this is regardless of their experience, whether it’s a new job or how well the team collaborates.

Time and time again, great businesses proved that high performance starts with making employees work in an enjoyable environment. They need reliable and professional colleagues and supervisors who are on the same page as them (meaning that they also want to keep the workplace healthy and thriving).

Templates can be a great way to help you get your strategy together and become more successful by saving time and focusing on what matters. They can be used across multiple projects and help you plan your goals more complexly than just general ideas.

The 30-60-90 day sales plan is one of Xara’s most popular templates.

It helps sales managers and their teams by providing them with a step-by-step action plan to improve their sales planning strategy over time. The result? Increased clarity, better-targeted efforts, and reduced waste in the process.

If you want to improve other areas of your SOPs, get started with our customizable templates for free now!

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