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30-60-90 Day Sales Plan Checklist


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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.

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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.....

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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