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Sales On-Boarding: 30, 60, 90 Day Plan
First 30 Days First 60 Days First 90 Days
Process
 Read publically availableguides we’ve
written and/or shared
 Read sales books that the sales team
tries to followand adhere to
 Read the Sales Playbook to
understand our sales process and
activities
 Have 1-on-1s with your manager to
set clear goals
 Shadow a peer to learn best
practices,focus on basics to start
with
 Build your Territory & Account Plan
 Know the objections we hear and our
qualifying questions
 Have 1-on-1s with your manager for
pipelinemanagement & coaching
 Understand how to drivea sequence
of events to manage the sale
 Understand why your services
differentiate your company
 Learn how to work with your alliance
partners
 Start learningthe more advanced
activities of your sales process,such
as doinga proof-of-concept
 Know how we recognize a real
opportunity and how to move a deal
forward
 Have 1-on-1s with your
manager for Deal-Level and
Skills-Focused coaching
 Understand your forecast,
how to manage it, and how
to report it
 Create a plan to work with
partners to augment your
Territory Plan
 Know how your company
negotiates (the gives and
takes)
 Learn what your red flags
are duringa sale
Products
 Watch product and customer videos
 Review the opening/introductory
pitch and related call scripts
 Review horriblefollow-up e-mails and
good e-mail tips
 Review and practicethe current sales
pitch
 Master the sales pitch with different
personas and industries
 Master givingan overview demo
 Learn additional details aboutyour
solutions
 Learn the pricelistand your
discountingpolicies
 Learn the add-on business
and products for your
company
Tools
 Start with the basics of
Salesforce.comand similar tools,
focusingon the fields to know and
how to use it
 Advance to some “tricks of the trade”
from peers on the tools they use
most often
 Customize the tools so they
work the way you need
them to work
Industry
 Understand the basic concepts of the
thing you’re selling
 Understand the basic concepts of the
industries you’resellingto (or specific
job functions if you’re cross-industry)
 Learn how to run an efficientand
effective sales meeting with a clear
agenda, goals and next-steps
 Review customer casestudies
 Join industry-related groups
on LinkedIn
 Followand read influential
industry-related blogs
Last updated:October28, 2014
Contact BrianGroth withquestions:
LinkedIn:http://www.linkedin.com/in/bgroth/
Twitter: http://www.twitter.com/BrianGroth

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Sales on-boarding 30-60-90 day plan - Oct 2014

  • 1. Sales On-Boarding: 30, 60, 90 Day Plan First 30 Days First 60 Days First 90 Days Process  Read publically availableguides we’ve written and/or shared  Read sales books that the sales team tries to followand adhere to  Read the Sales Playbook to understand our sales process and activities  Have 1-on-1s with your manager to set clear goals  Shadow a peer to learn best practices,focus on basics to start with  Build your Territory & Account Plan  Know the objections we hear and our qualifying questions  Have 1-on-1s with your manager for pipelinemanagement & coaching  Understand how to drivea sequence of events to manage the sale  Understand why your services differentiate your company  Learn how to work with your alliance partners  Start learningthe more advanced activities of your sales process,such as doinga proof-of-concept  Know how we recognize a real opportunity and how to move a deal forward  Have 1-on-1s with your manager for Deal-Level and Skills-Focused coaching  Understand your forecast, how to manage it, and how to report it  Create a plan to work with partners to augment your Territory Plan  Know how your company negotiates (the gives and takes)  Learn what your red flags are duringa sale Products  Watch product and customer videos  Review the opening/introductory pitch and related call scripts  Review horriblefollow-up e-mails and good e-mail tips  Review and practicethe current sales pitch  Master the sales pitch with different personas and industries  Master givingan overview demo  Learn additional details aboutyour solutions  Learn the pricelistand your discountingpolicies  Learn the add-on business and products for your company Tools  Start with the basics of Salesforce.comand similar tools, focusingon the fields to know and how to use it  Advance to some “tricks of the trade” from peers on the tools they use most often  Customize the tools so they work the way you need them to work Industry  Understand the basic concepts of the thing you’re selling  Understand the basic concepts of the industries you’resellingto (or specific job functions if you’re cross-industry)  Learn how to run an efficientand effective sales meeting with a clear agenda, goals and next-steps  Review customer casestudies  Join industry-related groups on LinkedIn  Followand read influential industry-related blogs Last updated:October28, 2014 Contact BrianGroth withquestions: LinkedIn:http://www.linkedin.com/in/bgroth/ Twitter: http://www.twitter.com/BrianGroth