30 60 90 Day Sales Plan Free

30 60 90 Day Sales Plan Free Downloads, Examples, and Templates for Sales Managers

The sales industry is notorious for its high turnover rates, which makes strategic planning essential for hiring and training top-performing salespeople. A well-crafted 30 60 90 day sales plan helps integrate new hires smoothly while accelerating their productivity and success in your organization.

Effective onboarding involves more than just hiring; it requires a systematic integration process that supports new salespeople in understanding your sales strategies, tools, and company culture deeply. A 30, 60, and 90 day framework offers a clear timeline and actionable goals for new hires to build skills and contribute effectively.

Why Use a 30 60 90 Day Sales Plan?

• Structured Learning: Breaks down training into manageable phases to avoid overwhelm.
• Clear Expectations: Sets targeted milestones to track progress and adjust coaching.
• Boosted Productivity: Encourages quick ramp-up time with focused objectives.
• Improved Retention: Supports new hires with continuous development and support.

How to Create Your 30 60 90 Day Sales Plan

The plan is divided into three stages with specific focuses and goals:

30 Days Sales Plan: Foundation & Orientation

• Learn the Business: Introduce company products, services, and industry basics.
• Setup Tools: Train on CRM, sales platforms, and internal communication tools.
• Understand the Sales Process: Review sales cycles, customer pain points, and value propositions.
• Culture Integration: Connect with team members and understand company values.
• Knowledge Base Access: Provide a central repository for FAQs, sales assets, and training resources.

Tip: Create a buddy or mentorship system to support questions and quick learning.

60 Days Sales Plan: Skill Building & Application

• Active Engagement: Begin direct customer interactions and lead follow-ups.
• Coaching Sessions: Regular one-on-one and group feedback focusing on strengths and improvement.
• Pipeline Management: Learn to manage and forecast sales pipeline accurately.
• Upselling Opportunities: Work with existing clients to identify cross-sell and upsell options.
• Goal Tracking: Review progress on personal learning and sales targets.

Tip: Use CRM reports to identify patterns and areas for skill improvement.

90 Days Sales Plan: Independence & Goal Achievement

• Prospecting: Start sourcing and qualifying new leads independently.
• Quota Setting: Implement sales targets tailored to new hire’s growing capabilities.
• Sales Presentations: Deliver effective pitches and demonstrations.
• Performance Review: Detailed evaluation of skills, goals, and improvements needed.
• Long-Term Planning: Set objectives for continued growth beyond the 90-day mark.

Tip: Celebrate milestones and provide recognition to energize motivation.

Sample 30 60 90 Day Sales Plan Checklist

Timeframe	Objectives	Actions / Deliverables
Day 1-30	Understand Company and Sales Process	Complete onboarding training Review product catalog Learn CRM basics Meet team and mentors
Day 31-60	Apply Skills and Build Pipeline	Start engaging prospects Attend coaching sessions Follow up with current clients Manage sales pipeline
Day 61-90	Achieve Sales Goals and Prospect Independently	Meet or exceed sales quotas Conduct sales presentations Negotiate and close deals Participate in performance review

Industry-Specific Example: Technology Sales

• First 30 Days: Learn product specs, software demonstrations, and competitive landscape.
• Next 30 Days: Shadow sales calls, conduct webinars, begin prospecting IT clients.
• Last 30 Days: Lead closing deals for SaaS subscriptions, upsell existing clients on upgrades.

Tips to Maximize Your 30 60 90 Day Sales Plan

• Personalize the plan based on the sales rep’s experience and your industry.
• Use CRM tools to track activities, results, and follow up.
• Encourage continuous feedback from both managers and peers.
• Review and update the plan regularly to align with market changes.

Access Your Free 30 60 90 Day Sales Plan Template

To help you get started crafting your own personalized sales plan, download the free 30 60 90 Days Sales Plan Template. This worksheet guides you through brainstorming strategies, defining objectives, and mapping effective sales tactics tailored to your business needs.

Download 30 60 90 Days Sales Plan Template

Expand Your Sales and Business Skills

For further growth tools and strategies, explore the Sales Conversion Strategy Pack. It offers advanced techniques to increase your sales closing rates and improve revenue.

Additionally, if you want to boost long-term customer loyalty and retention, the Customer Retention & Loyalty Strategy Pack provides proven methods to keep clients engaged and coming back.

Summary: Quick 30 60 90 Day Sales Plan Action Items

• Set clear, achievable goals for each 30-day period.
• Use onboarding and training tools to build a strong foundation.
• Incorporate regular feedback and coaching.
• Track all sales activities and progress using CRM systems.
• Adjust the plan based on individual and market performance.

Implement this structured approach to reduce sales turnover, speed up ramp-up time, and empower your team to exceed sales targets.