30-60-90 Day Sales Plan Checklist

The following 30-60-90 Day Sales Plan Checklist is designed for people who have been just appointed to the role of sales representative. The checklist explains what tasks a new sales rep needs to do during 30, 60 and 90 days of the assignment. It is best used with VIP Organizer software.

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1. 30-Day Sales Plan.

• Analyze the market your company operates in
• Identify competitors and their offerings and strategies
• Learn as much information about your product/service as possible
• Find out what tools and methods are available for managing sales-related paperwork, emails, reports and documents
• Hold meetings with the management, coworkers, department heads and team leaders
• Meet the sales manager to discuss sales prioritization and specified time-frames
• Identify top  opportunities for sales within the market
• Contact all current accounts by email to information them about their new representative
• Report on the progress of your work to the sales manager
• Consider looking for a mentor who will help you do your role and responsibilities at early stages
• Attend and complete company trainings dedicated to sales strategy, processes and methods

2. 60-Day Sales Plan.

• Review all  customer accounts and analyze their status
• Review current state of customer satisfaction  to identify issues happened
• Analyze current supplier relationships to identify issues happened
• Profile customer accounts and create records about personalities, demands, preferences, etc.
• Create a strategy for building long-tern rapport with your customers
• Identify the most cost-effective route for driving sales in the market
• Design and schedule your product presentation/demonstration programs
• Figure out how many prospects can potentially attend your promotion events and tradeshows
• Track and record actual attendance
• Continue to keep your paperwork and records accurate and effective
• Keep a dialog with the sales manager about sales performance
• Encourage customers for feedback and testimonials about your product/service
• Learn to improve product knowledge
• Learn to improve product recognition
• Continue to respond to customer emails

3. 90-Day Sales Plan.Continue to attract new customers and manage current accounts

• Develop a prospecting strategy and discuss it with the sales manager for corrections and suggestions
• Start implementing this strategy once all corrections and suggestions are considered
• Be ready to work hard to ensure optimum customer satisfaction and sales management
• Keep focusing on building and strengthening customer relationships
• Try to develop new proactive ways of getting prospects and generating sales leads
• Review your schedule and be sure it has a monthly plan for presentation programs and product demonstrations
• Collaborate with the sales team and learn to act as a group member (following the principles of teamwork)
• Plan a long-term (yearly) sales plan and agree it with the sales manager
• Use SWOT analysis to create a strategy for defending against competitive.....

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