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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.


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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 $29.99 USD only. BUY NOW! 

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