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30 60 90 Business Plan


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30 60 90 Business Plan

  1. 1. 30/60/90 Day Business Plan <ul><li>Research and Understand Solutions for Waxie Sanitary Business </li></ul><ul><ul><li>Know Our Solution Advantages, and Features, Benefits, Contracts and Process for Company </li></ul></ul><ul><ul><li>Know my Competition </li></ul></ul><ul><ul><li>Meet and Strategize with Michael Gould how best to target accounts </li></ul></ul><ul><ul><li>Set up home office, car to maximize productivity </li></ul></ul><ul><li>Create Territory Routing and Call Cycle </li></ul><ul><ul><li>Identify A,B,C Accounts </li></ul></ul><ul><ul><li>Opportunities </li></ul></ul><ul><ul><li>Competitive Landscape </li></ul></ul><ul><ul><li>Establish Routing Schedule (M,T,W = and T, Th, F) </li></ul></ul><ul><li>Create Funnel Standards- Opportunities </li></ul><ul><ul><li>Schedule Minimum of 10 New Prospect Meetings Weekly </li></ul></ul><ul><ul><li>Update CRM Daily/ Weekly on Sales Force for cold calls </li></ul></ul><ul><ul><li>Distinguish Decision-Makers and Gatekeepers </li></ul></ul><ul><li>Identify Core Accounts </li></ul><ul><ul><li>Base, Websites, Hoovers, Trade Journals, Linked In, Sales Force, and Others </li></ul></ul><ul><ul><li>Create Portfolios, All Contact Information </li></ul></ul><ul><ul><ul><li>Immediate Business Needs: Renewal of contracts, Upgrades, Add to Revenue </li></ul></ul></ul><ul><ul><ul><li>Ask For Referrals Be In My Territory Daily To get Known Quickly </li></ul></ul></ul>
  2. 2. 30 Day Business Plan <ul><li>Identify 60 Top TARGET Accounts in each Category (A) (B) (C) </li></ul><ul><li>Meet All Top Existing Accounts </li></ul><ul><ul><ul><li>Business Needs </li></ul></ul></ul><ul><ul><ul><li>Identify Any Challenges, Or New Business Solutions (low hanging fruit) </li></ul></ul></ul><ul><li>Follow up on all past account activity </li></ul><ul><li>Immediately Meet/ Listen To What Client Current Needs Are & Offer Solutions </li></ul><ul><li>Increase Revenue & Client Satisfaction with Established Accounts </li></ul><ul><li>Team Player Immediately, Attend Sales Training & Meetings </li></ul><ul><li>Learn Industry Jargon Learn & How Top People Are Achieving Success </li></ul>
  3. 3. 60 Day Business Plan <ul><li>Daily Activities </li></ul><ul><ul><li>Utilize Daily, Weekly, Monthly/Quarterly Plan/ Sale Force </li></ul></ul><ul><ul><li>Prospect White Space Per Account/ Territory </li></ul></ul><ul><ul><li>10 NEW Account Meetings Per Week </li></ul></ul><ul><ul><li>Maintain Accurate Territory Records and Call Logs On Sales Force </li></ul></ul><ul><li>Top Opportunities- Cross Selling/ Up Selling </li></ul><ul><ul><li>Leverage Relationships-Low Hanging Fruit </li></ul></ul><ul><ul><li>Renewals, Upgrades </li></ul></ul><ul><ul><li>Introduce/ Meet (B) Accounts, Move up to (A) Ranking if Needed </li></ul></ul><ul><ul><li>Meet (C) Accounts as time permits </li></ul></ul><ul><li>Participate in Joint Partner Events </li></ul><ul><ul><li>Meet Top 10 accounts </li></ul></ul><ul><li>Review Goals & Objectives </li></ul><ul><ul><li>Evaluate Progress and Expectations with Manager </li></ul></ul><ul><ul><li>Analyze Top Accounts and/or White and Increase call cycle </li></ul></ul>
  4. 4. 90 Day Business Plan <ul><li>Regular Follow Ups With Accounts </li></ul><ul><ul><li>Continue Successful Territory Routing/Reporting </li></ul></ul><ul><ul><li>Capitalize on any positive market conditions or changes </li></ul></ul><ul><li>Exceed Monthly Targets/Quotas </li></ul><ul><ul><li>125% </li></ul></ul><ul><li>Recognized Best in Class </li></ul><ul><ul><li>Sales </li></ul></ul><ul><ul><li>Managing Business </li></ul></ul><ul><ul><li>Contracts Signed </li></ul></ul><ul><ul><li>Contract Implementation </li></ul></ul><ul><ul><li>Partner Selling </li></ul></ul><ul><li>Well Informed of all Company Updates or Changes </li></ul><ul><ul><li>Expand product knowledge continuously </li></ul></ul>