90-DAY RAMP UP PLAN

OBJECTIVE:  To outline a ramp up plan for an Outside Sales rep for the first 90 days and set clear expectations on what’s required to successfully launch as sales team member!

PREPARATION & TRAINING

• On-Boarding with Department Heads
• Connect with marketing department – headshots, business cards, marketing pieces, etc.
• Company structure and overview - Where sales fits in the organization
• Service and Operations Basics – What we do, how we do it, why we are unique
• Tools training – CRM, Marketing Platform, Tech Tools, etc…
• Team training with other reps – CRM best practices, mock calls, and best practices for working in the team

EXPECTATIONS - for your ramp up period

ACTIONS:

• Conduct weekly pipeline reviews
• Understand and eventually master a consultative sales approach along with relationship building
• Co-Create and Deliver on the 30-, 60-, 90-day goals
• Follow up, Follow up, Follow up – the success in this job depends on your ability to build relationships and then FOLLOW UP with them. Have a system, use the CRM, time block to follow up.
• Open line of communication with Manager and Teammates - this is a collaborative environment and we help each other… Ask for help if you need it.

RESULTS:

If you do the above actions we’ve found that you will then meet the results expectations of:

• Each rep is expected to obtain 3-5 new clients per month (after the ramp-up period): New Client Defined as…
• Each rep is expected to create a pipeline that closes $X per month