Starting a new role can be both exciting and nerve-wracking. With ClickUp's 30-60-90 Day Plan for Hopper Feeders, both hiring managers and employees can hit the ground running and set themselves up for success from day one. This template is the ultimate roadmap for sales managers and business development professionals to outline clear goals, strategies, and action steps for acquiring, nurturing, and converting leads into sales within specific time frames.

Here's how this template will benefit you:

• Set clear goals and milestones for the first 30, 60, and 90 days
• Align expectations between managers and new hires for a seamless onboarding process
• Stay organized and proactive in achieving sales targets right from the start

Ready to crush your sales goals? Get started with ClickUp's 30-60-90 Day Plan for Hopper Feeders today!

Welcome to the Hopper Feeders team! 🚀 Here's why our 30-60-90 Day Plan Template is a game-changer for both hiring managers and new employees:

• For Hiring Managers:

  • Easily track and evaluate the progress of new hires
  • Set clear expectations and goals for the onboarding process
  • Provide structured guidance for new employees to succeed from day one

• For New Employees:

  • Accelerate your learning curve and understanding of the sales process
  • Establish a roadmap for success in acquiring and nurturing leads
  • Showcase your commitment and proactive approach to achieving sales targets

Ready to hit the ground running with our 30-60-90 Day Plan For Hopper Feeders? Let's crush those sales goals together! 🌟

Welcome to the ultimate tool for new sales managers and business development professionals—the ClickUp 30-60-90 Day Plan For Hopper Feeders template! This template is designed to help you hit the ground running and achieve your sales targets efficiently. Here's what you can expect:

• Custom Statuses: Stay on top of your tasks with statuses like Complete, In Progress, To Do, and Waiting On Client to track progress seamlessly
• Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to assign responsibilities and track onboarding progress effectively
• Different Views: Access various views like References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to manage your tasks and timelines effortlessly

Whether you're the hiring manager setting expectations or the employee embarking on a new role, this template has you covered every step of the way!

1. Set clear expectations and goals

For the Hiring Manager: Begin by outlining the specific objectives and key results you expect the new employee to achieve within the first 30, 60, and 90 days. Clearly define success metrics to provide a roadmap for the employee.

For the Employee: Understand the expectations and goals set by the hiring manager. Ask for clarification on any points that may seem vague to ensure alignment on what needs to be accomplished in the first 30, 60, and 90 days.

Utilize Goals in ClickUp to set and track these objectives collaboratively.

2. Dive into the role and company culture

For the Hiring Manager: Provide the new employee with all necessary resources, including access to relevant tools, systems, and documentation. Encourage them to engage with team members and familiarize themselves with the company culture.

For the Employee: Immerse yourself in the role by actively participating in team meetings, one-on-ones, and any relevant training sessions. Take the initiative to learn about the company culture and values.

Leverage Docs in ClickUp to share important company information and resources.

3. Develop a 30-60-90 day action plan

For the Hiring Manager: Collaborate with the new employee to create a detailed action plan that outlines specific tasks, deadlines, and milestones for the first three months. Ensure that the plan aligns with the overall business objectives.

For the Employee: Work with the hiring manager to create a structured plan that breaks down tasks into manageable chunks for each 30-day period. Seek feedback to refine and adjust the plan as needed.

Use Table view in ClickUp to organize and visualize the action plan effectively.

4. Regular progress check-ins

For the Hiring Manager: Schedule regular check-in meetings to review progress, provide feedback, and address any challenges the new employee may be facing. Offer support and guidance to help them succeed.

For the Employee: Actively participate in check-in meetings with the hiring manager to discuss achievements, roadblocks, and areas for improvement. Be open to feedback and suggestions for growth.

Employ Recurring tasks in ClickUp to schedule these regular check-in meetings.

5. Reflect, adjust, and celebrate successes

For the Hiring Manager: Encourage the new employee to reflect on their progress at the end of each 30-day period. Celebrate achievements, provide constructive feedback, and make necessary adjustments to the action plan.

For the Employee: Take time to reflect on your accomplishments, challenges, and learnings at the end of each 30-day period. Celebrate your successes, adjust your plan as needed, and stay motivated for the next phase.

Utilize Dashboards in ClickUp to track progress and visualize accomplishments effectively.

Sales managers and business development professionals can utilize the 30-60-90 Day Plan for Hopper Feeders template in ClickUp to strategically outline their goals and action steps for acquiring and converting leads within specific time frames.

To get started with this template:

• Begin by adding the template to your ClickUp Workspace and designate the appropriate location.
• Invite relevant team members and stakeholders to collaborate on the plan.
• Utilize the custom fields "Who's in charge" and "Onboarding Stage" to assign responsibilities and track progress effectively.

To maximize the template's potential:

• Use the "References" view to access important resources and information.
• Utilize the "Onboarding Board" view to visually organize tasks and milestones.
• Stay connected with team members using the "Chat" view for seamless communication.
• Plan out tasks and deadlines with the "Calendar" view.
• Start your journey with the "Start here" view for a comprehensive overview.
• Track your progress with the "Onboarding Plan" and "Onboarding Progress" views.
• Update statuses (Complete, In Progress, To Do, Waiting On Client) to keep everyone informed and aligned with the plan's progress.

This template ensures a structured and proactive approach to achieving sales targets, benefiting both the hiring manager and the employee starting the role.