Starting a new sales role as a Saucier representative can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan template, you can hit the ground running and impress your new team from day one. This template is the ultimate roadmap for success, helping you outline goals, strategies, and action steps for your first crucial months on the job.

For the hiring manager:

• Set clear expectations and measure performance milestones
• Monitor progress and provide necessary support
• Streamline onboarding process for new hires

For the employee:

• Establish strong relationships with clients and team members
• Meet and exceed sales targets with a strategic approach
• Drive revenue growth and make a significant impact in your new role

Get started today and pave the way for a successful journey ahead!

Welcome to the 30-60-90 Day Plan For Sauciers! 🚀

Crafted to supercharge your success in the first crucial months of your new role, this template brings a host of benefits for both hiring managers and employees:

• For Hiring Managers:

  • Gain clear visibility into the new hire's objectives and strategies
  • Monitor progress and performance against outlined goals
  • Support quick integration and alignment with team and company goals

• For Employees:

  • Set clear goals and priorities for the initial months
  • Establish a roadmap for success and track achievements
  • Build credibility and make a strong impact from day one

As a Saucier representative or account manager, the 30-60-90 Day Plan template in ClickUp is essential for efficiently onboarding and driving sales growth. Here's how this template can benefit both the hiring manager and the employee starting the role:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure transparency and accountability in achieving sales goals
• Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to assign responsibilities and track progress during the onboarding process
• Custom Views: Access various views like References, Onboarding Board, Chat, Calendar, and Onboarding Progress to streamline communication, planning, and tracking of onboarding tasks and progress

This template provides a structured approach to effectively onboard new sales professionals, set clear goals, and ensure a successful transition into the role.

Excited to dive into the 30-60-90 Day Plan for Sauciers? Here's a comprehensive guide to help both the hiring manager and the new employee smoothly navigate the first few months on the job:

1. Define Expectations and Goals

For the Hiring Manager:

• Goals Alignment: Ensure that the saucier understands the team's short and long-term goals.
• Expectations: Clearly communicate performance expectations for the first 30, 60, and 90 days.

For the New Employee:

• Goal Setting: Collaborate with the hiring manager to set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for each phase.
• Role Understanding: Clarify any doubts regarding the job responsibilities and what success looks like in the role.

Use Goals in ClickUp to set clear objectives and keep everyone aligned throughout the onboarding process.

2. Learning and Training

For the Hiring Manager:

• Training Plan: Develop a structured training plan covering product knowledge, processes, and systems.
• Resource Allocation: Provide the necessary resources and support for the saucier to succeed.

For the New Employee:

• Training Schedule: Follow the training schedule diligently and seek clarification on any topics that are unclear.
• Skill Development: Proactively identify areas for skill development and seek learning opportunities.

Utilize Docs in ClickUp to create and share training materials, guides, and resources to facilitate a seamless learning experience.

3. Establish Relationships

For the Hiring Manager:

• Introduction: Introduce the saucier to key team members, stakeholders, and departments.
• Mentorship: Assign a mentor or buddy to support the new employee during the initial period.

For the New Employee:

• Networking: Actively engage with colleagues and build relationships across teams.
• Feedback: Seek feedback from peers and supervisors to gauge performance and identify areas for improvement.

Encourage team bonding and collaboration using Board view in ClickUp to visualize team relationships and interactions.

4. Project Ownership

For the Hiring Manager:

• Project Assignments: Delegate projects that align with the saucier's skills and developmental goals.
• Guidance: Provide guidance and feedback to ensure project success.

For the New Employee:

• Ownership: Take ownership of assigned projects and demonstrate initiative in problem-solving.
• Progress Tracking: Regularly update the hiring manager on project status and seek feedback for improvement.

Track project progress and milestones using Milestones in ClickUp to ensure timely completion and alignment with organizational objectives.

5. Review and Adapt

For the Hiring Manager:

• Performance Evaluation: Conduct regular performance reviews to provide constructive feedback and address any challenges.
• Adaptation: Adjust the plan based on performance, feedback, and changing business needs.

For the New Employee:

• Self-Assessment: Reflect on achievements, challenges, and areas for growth at the end of each phase.
• Feedback Incorporation: Act on feedback received during performance reviews to enhance performance and development.

Utilize Automations in ClickUp to schedule feedback sessions, automate reminders, and streamline the review process for both parties.

Welcome to ClickUp's 30-60-90 Day Plan For Sauciers template! This tool is perfect for sales professionals like Saucier representatives or account managers looking to hit the ground running in their new role.

For the Hiring Manager:

1. Add the template to your Workspace and designate the location for implementation.
2. Invite the new employee to collaborate on the plan.
3. Utilize the "Onboarding Stage" custom field to track progress and responsibilities.
4. Monitor the "Onboarding Progress" view to stay updated on milestones.

For the Employee:

1. Access the "Start here" view to kick off your onboarding journey.
2. Use the "Onboarding Board" view to organize tasks and goals.
3. Collaborate with colleagues using the "Chat" feature.
4. Update tasks to statuses like "Complete," "In Progress," "To Do," or "Waiting On Client" to track progress effectively.