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30-60-90 Day Sales Plan One-Pager

What a new sales manager will do in the first 90 days.

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What’s on It

  • Summary cardsThe Three Phases
  • TableGoals by Phase
  • Line chart over timePipeline Built ($M)
  • Checklist of next stepsMust-Do List

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30-60-90 Day Plan: Regional Sales Manager
Priya Nair · Starts 3 November · Sample figures
The Three Phases
First 30 days
Learn
Meet all 14 reps and join 20 sales calls. Learn the top 30 accounts.
First 60 days
Plan
Set a target for each rep. Restart the 5 stalled deals over $50K.
First 90 days
Deliver
Close $1.2M in new business. Hire 2 reps. Present the 2027 plan.
Goals by Phase
GoalDay 30Day 60Day 90
Accounts visited102540
Pipeline added$0.8M$2.1M$3.5M
Deals closed$0.1M$0.5M$1.2M
Reps coached one to one141416
Pipeline Built ($M)
01.252.53.7553.5Wk 2Wk 4Wk 6Wk 8Wk 10Wk 12
Must-Do List
Shadow the top rep for a week
Clean up the CRM pipeline
Meet the 5 largest clients
Agree targets with each rep

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