A Sample job I have done as an online freelance agent on FIVERR.

2. Critical Success Factors
Agreement between Marketing and Sales
Definitions:
leads, SAL, process, metrics and SLA,ICP
Team Building
SPIFF Program/MVP/Team outings/Lunch/
Compensation Model
In line with Sales objective’s
simple to scale, manage and report
.Recruitment and Retention
Competitive Basic Salary and Variables
Career Development Plans
Training and Processes
Strong Training Program
Disciplined Process with SLA
Communication
Weekly/Monthly Management Reporting

3. First 60 Days
Leave no lead behind
People:
• Team training needs
• Career & dev plans
• 1 – 1 coaching
Operations:
• Comp plans/incentives
• Closed loop process (SFDC)
• Management reporting
Growth
• Team incentives
• Quick wins
30 60 90 DAY PLAN
Evaluation – Execution
First 90 Days
People:
• Deliver career & dev plan
• Ongoing training
Operations:
• Comp plan changes
• Spiff programs
• Target account framework
Growth
• 2017 Recruitment plan
• Longer term wins
Execute Plan
First 30 Days
People:
• Past/current performance
• Culture
• Evaluate team (A/B/C Players)
• GET ON THE PHONE
Operations:
• Metrics uses to define success
• Alignment with stakeholders
• Current state of business
Growth
• Quick wins
Culture of Support

4. SDR Training and On-Boarding Overview
Product / Portfolio Prospecting Skills CRM, Tools & Processes
SDR-Specific New Hire training
• 1 week course (In-GEO)
• Consists of 3 primary tracks – as listed below – PLUS standard new-hire orientation items
• Conducted local to the SDR Team in classroom
• Understanding Key Personas (CxO and
Non-Execs
• Researching prior to a call
• Developing and delivering a successful
opening statement
• Good probing questions/pain
• Identifying behavioral preference of a
prospect
• How to build rapport
• How pitch, pace, and volume can
positively impact a call
• Social Media engagement
• Differentiators:
• System: Key Competitive differentiators
• EFSS/Collaboration Landscape
• IT Landscape
• SFDC (for creating Oppty’s)
• Creating & Using Tasks
• Lead Status
• Capturing Notes
• Account Creation
• Callout Campaigns
• Passing Leads to Sales
• Outlook
• How they are measured

5. 05
Understand IT environment
Identify Value Drivers
Establish interest
Schedule Meeting with
Prospect and Sales rep
Participate in scheduled
Discovery meeting
4
How We Do It /Better/Proof
Points
Close for meeting
Value Discovery
3
Tasks in SFDC (Email playbook)
Follow Ups
2
Min 7 contacts per
Account
Prospect more than C Level
Research contacts/company
Prospecting
Maximum of 50 Accounts
per SDR at a time
No Unqualified Accounts
1 Accounts
SDR Target Account Framework
Meetings
5

6. SDR Career Development
White belts
Recognize Pain
Yellow belts
Define Requirements
Green belts
Evaluate Solutions
Black belts
Negotiate & Close
Master Black belts
Interview for Account Rep

7. 7 Day PlanJohn Doe
00-(1)-123456789 info@example.com
My top prospects that I need to
build my relationship withTOP 5 PRIORITIES FOR FIRST 30 DAYS
1 Understand performance objectives for the role
Observe and learn the current systems from other team members
Understand and get familiar with management reporting
procedures and SOT
Identify priority, tasks and work forwards completion
Build a rapport with current team members and understand the
organizational culture
C
SUPPLIERS
MARKETING TEAM
OPERATIONS HEAD
CUSTOMERS
2
3
4
5
1
2
3
4
5

8. 7 Day PlanJohn Doe
00-(1)-123456789 info@example.com
ACTIONs – By week
• Familiarize myself
with the range of
products and
understand the
functionality of
each solution
offered.
• Understand the
selling channels and
customer behavior
from peers.
ONE
• Get familiar with
statistical information
such as – Number of
customers, average
spend per customer,
key suppliers etc.
• Meet the sales team
and marketing team to
understand the
organizational goals
and objectives.
TWO
• Understand the
relationship
management system.
• Identify a list of
potential customers
and understand their
requirements.
• Set SMART goals for
following 90 days –
How can I achieve my
monthly target?
THREE
• Collate sales and
marketing material and
prepare a sales
presentation.
• Visit customers with
other peers to
understand the
requirements.
• Call and email all the
existing and potential
customers.
FOUR
SEVENSIX
• Collate sales and
marketing material and
prepare a sales
presentation.
• Visit customers with
other peers to
understand the
requirements.
• Call and email all the
existing and potential
customers.
FIVE

9. SDR Cross Functional Support
External Support
Internal Support

10. Why do we lose deals?

11. Social Selling
11
Use these providers to gather and enrich data, reach out, and
view reporting and analytics

12. First 60 days First 90 days
Define your
customer
journey
Design your
engagement
model
Implement an
early warning
system
Create
execute
dashboards
Build the
right team
and
specialize
First 30 days
Get visibility
into your
customer base
Learn more
about your
team
Learn more
about your
customers
Set a Baseline Define an Action Plan
Roll out Customer
Success programs
Make
assumptions,
measure, and
analyze
Build Scalable Programs
30 60 90 DAY PLAN
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13. 60 Day Plan
30 Day Plan
90 Day Plan
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with your own text.
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with your own text.
30 60 90 DAY PLAN
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14. Meeting in Territory
Working top 20 Accounts
Secondary Accounts
Continue Pipeline Build
Company Orientation
Training
Review Strategic Plan
Goals
Begin Tactical Plan
Generate pipeline 3x
quota
Refine Daily Tactics
Begin to establish long
term sales plan
Manager Review
30 Day Plan 60 Day Plan 90 Day Plan
30 60 90 DAY PLAN
Overview of 30 60 90 Day Plan

15. Month 1
• Observe to
understand
• Leverage strengths
• Correct obviously
broken elements
• Do No Harm!
• Begin Opportunity
Assessment
Month 2
• Introduce Standard
Month Sales Calendar
• Report results
• Focus on Forecasting,
Results
• Constructive
feedback and
direction
• Continue Opportunity
Assessment
Month 3
• Standard Monthly
Sales Calendar
• Fine-tuning as
needed
• Conclude and report
assessment findings
• Define remainder of
year plan
• Confirm plan
viability, launch
• Introduce changes as
appropriate:
• Roles
• Responsibilities
• Expectations
30 60 90 DAY PLAN
90 Day Plan

16. 30-DAY
LAYAWAY
PLAN
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60-DAY
LAYAWAY
PLAN
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90-DAY
LAYAWAY
PLAN
SAMPLE PAYMENT SCHEDULE
DUE DATE AMOUNT
30% or 50% DP May 1, 2015 $ X,XXX.00
2nd payment May 15, 2015 $ X,XXX.00
3rd payment May 31, 2015 $ X,XXX.00
SAMPLE PAYMENT SCHEDULE
DUE DATE AMOUNT
30% or 50% DP May 1, 2015 $ X,XXX.00
2nd payment May 15, 2015 $ X,XXX.00
3rd payment May 31, 2015 $ X,XXX.00
4th payment June 15, 2015 $ X,XXX.00
5th payment June 30,2015 $ X,XXX.00
SAMPLE PAYMENT SCHEDULE
DUE DATE AMOUNT
30% or 50% DP May 1, 2015 $ X,XXX.00
2nd payment May 15, 2015 $ X,XXX.00
3rd payment May 31, 2015 $ X,XXX.00
4th payment June 15, 2015 $ X,XXX.00
5th payment June 30,2015 $ X,XXX.00
6th payment July 15, 2015 $ X,XXX.00
7th payment July 31, 2015 $ X,XXX.00
30 60 90 DAY PLAN
Enter your sub headline here

17. 30 Day PlanPaul Golding – OBR
00-(1)-123456789 info@example.com
My top stakeholders that I need to
build my relationship with
ACTIONs – By week
TOP 5 PRIORITIES FOR FIRST 30 DAYS
1
2
3
4
5
Understand performance objectives for the role
Observe and learn the current systems from other team members
Understand and get familiar with management reporting procedures and SOT
Identify priority, tasks and work forwards completion
Build a rapport with current team members and understand the organizational culture
1
2
3
4
5
ACCOUNT MANAGER
SUPPLIERS
MARKETING TEAM
OPERATIONS HEAD
CUSTOMERS
• Familiarize myself with the range
of products and understand the
functionality of each solution
offered.
• Understand the selling channels
and customer behavior from peers.
• Get familiar with statistical
information such as – Number of
customers, average spend per
customer, key suppliers etc.
• Meet the sales team and marketing
team to understand the
organizational goals and objectives.
• Understand the relationship
management system.
• Identify a list of potential
customers and understand their
requirements.
• Set SMART goals for following 90
days – How can I achieve my
monthly target?
• Collate sales and marketing
material and prepare a sales
presentation.
• Visit customers with other peers to
understand the requirements.
• Call and email all the existing and
potential customers.
1 2 3 4
30 60 90 DAY PLAN
Enter your sub headline here

18. PLAN BUILD DEPLOY
Scope Definition 30-
60-90 Day plan
Team assignment
Workshops
Best practices
Configuration
Communications
Deploy
Adopt
30 60 90 DAY PLAN
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19. 30
days
60
days
90
days
Identify quick wins and
optimize processes
Plan where to make savings
for mid and long-term
benefits
Reduce costs by
implementing strategies that
support growth
30 60 90 DAY PLAN
Enter your sub headline here

20. What are your actions – next 90 days?
Element Comments Actions
1. Structure • ADD PAGES: Based on site stats (keywords), are there any
additional pages to be added about specific content?
• Review collect content &
update
2. Content • COPY: Review content – what pages don’t have a high
time on page? Should the content be updated?
• VIDEO: Look to get video on the website (surgeon, intro
to the clinic)
• Review, collect images,
video & other content
then update
3. Design • NAVIGATION: Look at refreshing the navigation – if it is
left hand nav, look to move it to the top of the page
(horizontal).
• CTAs: Update the CTAs on each page to see if they are
working
• Review, create & update
4. Site
statistics
• REVIEW: Look at any changes from the past month
(visitors, keywords, time on site, bounce rate), can
anything be updated based on the stats (copy, pages)
• Review what is working
& what isn’t then
update content
5. Search
results
• SEARCH: Do competitive searches to see where your
clinic is appearing & what else is there – other clinics?
How has it changed?
• GOOGLE PLACES: Update with new clinic images (patient
images), encourage reviews & monitor – continue this
process on a monthly basis
• Review & update Google
places page
30 60 90 DAY PLAN
Action plan for next 90 Days

21. Measure
Results
Organize
PlanObsess
Execute
90-Day Plan
Cycle
30 60 90 DAY PLAN
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22. Pre hire
• Organizational
expectations
• Personal expectations
First 90 days
• Logistics
• Understand the
organization, role and team
• Establish the foundations of
personal credibility
• Begin to shape the team
and objectives (“the plan”)
Post 90 days
• Gain agreement to
the Plan
• Implement the plan
30 60 90 DAY PLAN
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23. First 30 Days First 60 Days First 90 Days
Process
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Products
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Tool
s
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Industry
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30 60 90 DAY PLAN
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24. 30 Days 60 Days 90 Days
People
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People
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People
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Process
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Process
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Process
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Technology
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Technology
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Technology
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30 60 90 DAY PLAN
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25. 30 60 90 DAY PLAN
30, 60, 90 Day Work Plan
Besides showing your new manager that you can plan and organize, having a 30/60/90-day plan helps you
understand the job parameters. By defining what you’ll accomplish in those time frames, you will get a solid
appreciation to the job requirements. By doing that, you’ll be able to expedite your learning curve and be a
real contributor to your new position.
Within first 30 Days
• Integration into the
Team
• Establish performance
goals and expectations
with Manager
• Trainings
• Administrative tasks
• Receive initial work
assignments
Within first 90 Days
• Receive feedback from
manager on
performance to date
and revisit onboarding
plan
• Initiate participation in
special projects
• Explore additional
avenues for
development
Within first 60 Days
• Review onboarding
plan and obtain
feedback from
employee
• Understanding the big
picture (acquiring
knowledge)
• Integration into the
broader Team & Cross
Functional partners

26. 30 60 90 DAY PLAN
Measurement: The key success indicators for the 30, 60, 90 day plan
Complete 5 customer interviews
Complete stakeholder meetings
Give a presentation on the market
Pass product training exam
Deliver an effective product demo
Submit customer interview findings
Complete all company training
30 Days - Understand
Document 3 key processes
Deliver existing program analysis
Interview all team members
Deliver 360 degree situation audit
Publish and share analysis
Benchmark with 3rd party data
Document stack ranked priorities
60 Days - Assess
Align on first change project
Communicate objectives to team
Publish change project plan
Establish stakeholder cadence
Develop KPI dashboard to measure
Launch change program
Review performance and adjust
90 Days - Optimize

27. 30 60 90 DAY PLAN
Enter your sub headline here
• Determine things done
well and what need to be
improved
• Revise process
• Determine needs by
probing for problems/pains
and listening
• Arrange presales call
Sample Text
Sample text goes here
Contact & Qualify
Leads
1
Address Remaining
Concerns
4
Assess & Learn
8
Close Sale
5
Follow Up
7
Engage Consulting
Team
6
Do Presales Call
2
Develop Proof of
Concept Application
3

28. 30 60 90 DAY PLAN
Enter your sub headline here
90 Day Action
plan

29. 30 60 90 DAY PLAN
30/60/90 Days What to Do
Planning Execution Execution Process
• Theory
• Mental preparation
• Level 1 Detail
• Meeting
• Communicating
• Level 2 Detail
• Updating
• More Specific
• Level 3 Detail
• Smooth Process
• Review period
• General learning
• Plans & timelines
• Preparing for the
role
• General overview
• First introductions
• Get to know sales
team and other
managers
• Build plans and
confirm with
management
• Set direction and
expectation for the
sales team
• More detailed
action plan
• Further
understanding
regarding rep
accounts
• Begin territory
reviews, training &
direction
• Regular one-on-one
feedback
• Discuss last month’s
performance with
each sales rep and
appropriate next
steps
• Detailed territory
reviews
• Discuss individual
plans, targets, and
activities to date
• Hold sales reps
accountable for
results to date
• Congratulate and
reprimand as
required
Day 0 Day 14 Day 30 Day 60 Day 90