Worry over making a mistake with your plan is a big reason most job seekers don’t create these plans. To discover these kinds of specifics, it’s important that you research the company as well as the goals for the specific position. Include activity/revenue goals you plan to achieve. Or if you know the name of the training they put new employees through, you can include that. So if you can find out the name of the software they use and put that name into your 30-day section, that’s great. The more details you can incorporate into your plan, the better. What are you going to do for them? By the time you get here, your hiring manager is going to be picturing you in the job…and already thinking about hiring you. This 90-day section is going to highlight what you are bringing to this party. You should know your way around by now and be initiating things on your own: thinking of ways to increase customers or revenue, generating ideas to save time or money, implementing plans or schedules, fine-tuning your schedule, and continuing to get performance feedback. By now, you should be up to speed, rolling with some independence, and contributing significantly. The last 30 days are the “taking off on your own” part. “minimum of 30 customer conversations per week”). You should also outline some specific activity targets that you want to meet (e.g. what do you need to understand about your potential client in order to be effective).Ī big point here in this 60-day section is getting feedback from your manager to see how you’re doing. At this stage you will need to learn what a good “discovery process” looks like in this specific role (i.e. The next 30 days are focused on practical experience: getting in front of customers and prospects (ideally with a manager/experienced peer) getting used to overcoming rejections and understanding the sales cycle. If you can show how you can get up to speed on your own, they love it. Not every boss has a lot of time to train you. This part of the plan is all about showing your eagerness to become an expert. ![]() You will need to embrace the company’s sales pipeline, understand your revenue targets, learn your territory/opportunity base, and – if available – review current clients purchasing/contact history. You will need to understand the competition in the marketplace, and identify “low-hanging fruit” potential clients. ![]() ![]() You will need to understand and embrace their unique value proposition, build/customize marketing templates, and interview top-performing peers to get best practice tips. You will need to learn the company systems, products, services, CRM, and sales process. The first 30 days of your plan should be focused on building your sales “tool-kit” so that you are fully prepared to excel in the role for years to come.
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