Starting a new role at a dealership can be both exciting and overwhelming. As a sales manager or representative, having a structured plan in place is key to hitting the ground running and achieving success. Enter ClickUp's 30-60-90 Day Plan for 21 Dealers template!

With ClickUp's template, sales managers can:

• Strategize and outline goals for acquiring and retaining dealership clients
• Establish effective communication channels for seamless collaboration
• Build lasting relationships to drive sales and surpass targets

For both hiring managers and employees, this template ensures a smooth transition and sets the stage for accelerated growth and achievement from day one. Start your journey to dealership success today with ClickUp!

Welcome to the 30-60-90 Day Plan for 21 Dealers! 🚀

Crafted to empower both the hiring manager and the new employee, this template ensures a seamless transition and sets the stage for success by:

• For the Hiring Manager

  • Providing clear visibility into the new employee's objectives and strategies for dealer acquisition
  • Offering a structured roadmap to track progress and support the employee effectively
  • Aligning expectations and goals from day one, fostering a culture of accountability and achievement

• For the New Employee

  • Setting clear goals for dealer acquisition and relationship building from the start
  • Establishing a roadmap for success, ensuring a smooth onboarding process
  • Guiding strategic actions to drive sales, foster communication, and exceed targets within the crucial first months

Welcome to ClickUp's 30-60-90 Day Plan for 21 Dealers template! Whether you're a sales manager setting strategic goals or a sales representative aiming to achieve targets, this template has everything you need for a successful onboarding process:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure visibility into tasks and milestones.
• Custom Fields: Utilize custom fields such as Who's in Charge and Onboarding Stage to assign responsibilities and monitor the progress of each onboarding stage.
• Custom Views: Access various views including References, Onboarding Board, Chat, Calendar, Start Here, Onboarding Plan, and Onboarding Progress for a comprehensive overview and seamless collaboration.

Both hiring managers and employees can benefit from the intuitive design and functionality of this template, streamlining the onboarding process and ensuring clarity and accountability at every step.

Congratulations on your new role as a dealer! To ensure a smooth transition and set yourself up for success, both you and your hiring manager can follow these six steps to effectively utilize the 30-60-90 Day Plan For 21 Dealers template in ClickUp:

1. Collaborate on expectations

As the new dealer, schedule a meeting with your hiring manager to align on expectations for the first 30, 60, and 90 days. Discuss key goals, responsibilities, and any training or resources you may need to excel in your new role.

Utilize the Goals feature in ClickUp to outline and track specific objectives for each phase of the plan.

2. Define key milestones

Together with your hiring manager, identify critical milestones that you should achieve by the end of each 30-day period. These milestones will serve as checkpoints to ensure you are on track and meeting performance expectations.

Use the Milestones feature in ClickUp to mark important deadlines and achievements within the plan.

3. Set up recurring progress check-ins

Establish regular check-in meetings with your hiring manager to review your progress, address any challenges, and celebrate achievements. These check-ins will provide valuable feedback and support as you navigate your first few months in the role.

Leverage the recurring tasks feature in ClickUp to schedule these progress meetings at convenient intervals.

4. Track and adjust goals

Continuously monitor your progress towards the goals outlined in your 30-60-90 Day Plan. If you encounter obstacles or need to pivot your strategy, communicate openly with your hiring manager to make necessary adjustments.

Utilize the Dashboards feature in ClickUp to visualize your performance data and make informed decisions on goal adjustments.

5. Collaborate on skill development

Work with your hiring manager to identify areas for skill development and learning opportunities that will enhance your performance as a dealer. Whether it's product knowledge, sales techniques, or customer service, investing in your growth will benefit both you and the dealership.

Use the Docs feature in ClickUp to create a shared document outlining your skill development plan and resources.

6. Celebrate successes and plan for the future

As you successfully complete each phase of the 30-60-90 Day Plan, take time to celebrate your accomplishments with your hiring manager. Reflect on your achievements, gather feedback, and together, strategize on your future goals and contributions to the dealership.

Use the Calendar view in ClickUp to schedule a celebratory meeting and discuss your next steps beyond the initial 90 days.

New sales managers and representatives can leverage the 30-60-90 Day Plan For 21 Dealers Template in ClickUp to streamline their onboarding process and hit the ground running in acquiring and maintaining dealership clients.

Here's how both the hiring manager and employee can make the most of this template:

• Begin by adding the template to your Workspace in ClickUp and specify the location for application.
• Invite relevant team members to collaborate on the plan.
• Utilize the References View to access important materials for onboarding.
• The Onboarding Board View helps in visualizing the progress and tasks at hand.
• Engage in real-time discussions and updates using the Chat View.
• Plan out key milestones and activities with the Calendar View.
• Start with the designated tasks in the Start here View.
• Track the overall progress in the Onboarding Progress View.
• Organize tasks into four statuses: Complete, In Progress, To Do, Waiting On Client.
• Customize fields like 'Who's in charge' and 'Onboarding Stage' for clear accountability and tracking.
• Keep stakeholders informed and aligned by updating statuses as tasks progress.
• Monitor and analyze progress using the Onboarding Plan View for maximum productivity.