30-60-90 Days Action Plan

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  1. 30/60/90 Day Business Plan Prepared For: Hiring Manager Your Company Prepared By: Manish Patani Date Today
  2. My Plan
    • In order to be effective on “Day One” in my new role and be on target, I have formulated a plan of action and would like to share it with you and solicit your input.
  3. First 30 Day Actions
    • Attend and complete company training on sales strategy, processes, and
    • products and Master product knowledge.
    • Learn corporate systems – procedures for paperwork, reports, e-mail.
    • Meet with sales manager to prioritize what is expected of me, within a
    • specified time frame.
    • Identify top opportunities within territory:
    • Top 10 accounts currently, Top 10 accounts by potential, Top Key Opinion
    • Leader (KOL) accounts and Top competitive accounts.
    • Use the “80/20 Rule.”
    • Visit as many top accounts as possible.
    • Report on progress to sales manager, and get feedback.
    • Find a mentor who is successful in this role and can pass on valuable
    • suggestions about best practices.
  4. First 60 Day Actions
    • Visit all accounts.
    • Review customer satisfaction with current supplier to identify issues.
    • Profile accounts and take notes on personalities, issues, etc.
    • Build rapport with customers.
    • Fine-tune most efficient driving route through territory.
    • Schedule my first speaker/presentation program.
    • Plan attendance at relevant tradeshow/industry event.
    • Join appropriate associations/organizations.
    • Continue to turn in paperwork and reports in a timely manner.
    • Continue to dialog with sales manager for performance feedback.
    • Continue to practice my sales presentations.
    • Study to improve product and industry knowledge.
    • Visit pubmed, clinicaltrial results and other website to update product and
    • disease state knowledge.
  5. First 90 Day Actions
    • Continue calling on accounts and prospects within territory and be visible.
    • Work efficiently and effectively to ensure optimum time and territory
    • management.
    • Focus on lower-priority accounts to build relationships.
    • Come up with new and creative ways to get prospects attention in the field.
    • Get input from team and manager and participate in team meetings.
    • Offer to take on any special projects for the team. Become the “go-to” person.
    • Land first KOL account.
    • Establish long-term sales plan.
    • Based on information from the field, product management, and my own
    • management, develop strategies designed to defend against competitive
    • threats, product issues or failures.
    • Review first 90 days with sales manager to discuss performance and status
    • of territory.