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.