Typically, a 30-60-90 plan defines a new employee’s responsibilities and goals for the first 90 days after onboarding. It maps out achievable goals tied to their role so that they can be productive and efficient while learning the ins and outs of the new job. But the structure used for planning can be applied well beyond just new hires. Teams can set clear goals and expectations for a quarter more effectively with Beautiful.ai’s 30-60-90 presentation example.
A 30-60-90 plan is a broad structure and can be applied to virtually any department. For a marketer, it might explain how they plan to get a big campaign off the ground. Similarly, a sales team can use a 30-60-90 to outline their pipeline and strategy for key prospects. The concept is that each 30 day window will represent a new area of focus to make overarching goals more manageable and attainable.
How to design a 30-60-90 sales plan
How can you take a 30-60-90 plan and customize it to fit your sales strategy?
Start with a template
Like any presentation, a pre-built template can help you start inspired. A successful 30-60-90 presentation is clear, concise, and professional. It should help both leadership and teams lay down the foundation for goals like personal, performance, team and learning. Our customizable 30-60-90 template has everything you need to set the proper guidelines, achieve productivity, and establish accountability. It is fully customizable, so you can tailor it to fit your own unique sales plan.
If you want to try something new, DesignerBot can help you craft an AI presentation draft in minutes. Simply enter a text prompt like “30-60-90 sales plan presentation for my tech startup,” and watch DesignerBot create you a working draft automagically.
Outline your goals
Your goals are what make up a 30-60-90, so you should be clear on what they are prior to creating a presentation. It’s important to outline which goals and areas of focus you want to dedicate to each 30 day period so that you can tackle them in more attainable blocks. Each goal within the 30 days might be a smaller goal that leads to the big picture. Things like educating yourself on the product you’re selling, warming up your prospects by engaging with them on social media, or finetuning your pitch can all contribute to your larger goal of closing specific deals.
Regardless of whether you’re a new hire, or setting sales goals for the quarter, your first 30 days should focus on learning. In sales, you need to learn the product or service you’re offering like the back of your hand. Oftentimes in sales meetings, you’ll be hit with objections that you’ll want to counter or you’ll be asked to demonstrate how a product or service works. Taking the time to really educate yourself on the ins and outs of your company will be of great benefit to you for days 30-90. Additionally, you should familiarize yourself with the company’s key audience and the clientele you’re trying to reach.
Once you have a grasp on the basics— the who, what, why’s— you can put your plan into action. For a sales representative, this is where you’ll start warming up your prospects and fine-tuning your pitch before you start to schedule client-facing meetings. Once everything is buttoned up, you’ll use this 30 day block to focus on your sales strategy to try to convert prospects to new business, with your quota(s) in mind.
Of course, every plan has room for improvement. What worked well in days 30-60, and what were the missed opportunities? This is where your sales plan evolves. Is there something more you can be doing to go the extra mile to close a deal? Have new leads popped up that are taking priority over others? You should be operating like a well-oiled machine at this point, which gives you room to pivot your strategy when necessary. These last 30 days are your final push to hitting your milestone goals, what do you need to do to get there? Leave room for these contingencies in your plan.
Be clear and concise
Oftentimes in presentations, less is more. When creating a 30-60-90 sales plan, you’ll want to be brief and get straight to the point. Your audience— manager, colleagues, etc.— should be able to identify your goals easily and quickly. To achieve this, we recommend sticking to one key idea per slide. Break down your 30-60-90 plan by dedicating one slide to each 30-day block and listing out your high-level goals for those 30 days. You might include infographics like a timeline, Gantt, kanban, or process diagram to display how you plan to tackle your 90 days in a more digestible way. This makes it easier for key stakeholders to get on board with your plan so that they can offer you the support you need to be successful.