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SFMC 30 60 90 Day Plan

The document outlines a 90 day plan with goals and actions for learning, performance, and personal development. The 30 day plan focuses on understanding company culture, roles, technology and customers. Performance goals include attending client meetings and participating in sales calls. The 60 day plan involves training sessions, developing new clients and implementing sales strategies. The 90 day plan has goals of converting leads to sales, identifying new strategies, and demonstrating leadership during sales meetings.

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Lindjie Villacorte
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179 views3 pages

SFMC 30 60 90 Day Plan

The document outlines a 90 day plan with goals and actions for learning, performance, and personal development. The 30 day plan focuses on understanding company culture, roles, technology and customers. Performance goals include attending client meetings and participating in sales calls. The 60 day plan involves training sessions, developing new clients and implementing sales strategies. The 90 day plan has goals of converting leads to sales, identifying new strategies, and demonstrating leadership during sales meetings.

Uploaded by

Lindjie Villacorte
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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30, 60 and 90 Day Plan

The First 30 day Plan


Learning Goals:

 Gain an understanding of the company culture


 Gain an understanding of the roles and the responsibilities that are expected of me
 Gain an understanding of the technology, software, and tools that the organization uses
(Microsoft Dynamics AX)
 Gain an understanding of the company’s products, and gain an understanding of the customers
 Gain an understanding of the stakeholders for the organization
 Gain an understanding of the current Dealership Program that PGIC Team is working on, and
what the Account Executives and District Manager will be focusing on in their role for the
said program
 Have a weekly meetings with PGIC Team
 Get to know their team members, and who to go to for certain expertise
 Coordinate with other departments to create a sense of community and collaborative culture

Learning Actions:

 Study the company’s mission and vision independently and with the management
 Develop a list of tasks and expectations
 Review current client list and product information

Performance Goals:

 Attend a client meeting and meet the top accounts


 Participate in a sales call, work with the DSM and AEs
 Facilitate sales training to build an unstoppable sales team
 Monitor the performance of the sales team (New Leads or Opportunities, Sales Volume
by Location, Lead Conversion rate, Actual vs. Target, Competitor Pricing, Customer
Engagement etc.)
 Create an engaging communication to clients through emails, viber or any social media
platform, marketing activities and dealership program.

Performance Actions:

 Research client before the meeting


 Identify a client sales call opportunity

Personal Goals:

 Positive coworker relationships


 Continuous learning
Personal Actions:

 Meet immediate coworkers


 Have a working lunch and discuss a specific business related topic

The 30-60 day Range


Learning Goals:

 Review the online sales system


 Understand and study the sales tracking system
 Training session with the salesforce
Learning Actions:

 Conduct a series of training sessions with the salesforce at least twice a month until
December 2021.
 Customer Engagement Activity to Top Accounts (Snack Attack) (P500/account, 5-10
accounts per AE per month) (November – December 2021)
 Revisit client list – Tap the untapped potential accounts (Banks, Car Showrooms, Shopping Malls,
Airlines, Office Buildings, Government Institutions etc.) (An additional of 3-5 accounts per AE per
month)
 Customer Segmentation (Class A, B and C) with call frequency and reach. This will help to boost
the conversions, reach the customers through cross-team (marketing, sales, service, product,
etc.)
 Weekly Itinerary – to keep track of the daily activities and tasks for the week.
 Weekly Activity Report – with template (viber, email, sms message, phone call)
 Weekly Sales Forecast – to help the team achieve their goals by identifying early warning signals
in their sales pipeline
 Post Activity Report – to review the success of the activity against KPIs and its purpose. Also, to
determine if it worked or didn’t.
 Conduct a Monthly Business Review with the DSM

Performance Goals:
 Open a new client (1-3 clients per month)
 Set meetings with at least 5 potential clients per month
 Implement the company’s sales and marketing strategies

Performance Actions:

 Make cold calls and follow-up with potential clients


 Identify potential clients and provide product information
 Shadow senior Account Executives to learn a couple of eye-opening insights from the customers.
Personal Goal:

 Positive management relationships

Personal Action:

 Have a professional meeting with an immediate superior / manager

The 60-90 Day Range


Learning Goals:

 Continue the training session until December 2021


 Conduct a Quarterly Business Review with the salesforce
 Present personal sales and marketing strategies
Learning Actions:

 Prepare a presentation for the sales training


 Make a Business Review Template for the Quarterly Business Review of the salesforce
 Write a personal sales and marketing strategies
Performance Goals:

 Convert at least one to three lead/s into sales


 Identify new sales and marketing strategies
Performance Actions:

 Develop client relationship resulting in a sale


 Research and develop a potential sales and marketing strategies
Personal Goal:

 Lead a sales meeting with the salesforce


Personal Action:

 Demonstrate ability to lead co-workers through successful sales

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