Starting a new sales role can be both exciting and daunting. As a territory sales manager, having a clear 30-60-90 day plan is essential to hit the ground running and make a significant impact in your new role. ClickUp's 30-60-90 Day Plan for Territory Sales Managers template is designed to help you outline your goals, strategies, and action plans for the first crucial months.

This template empowers you to:

• Set clear objectives and priorities for each milestone
• Track your progress and adjust strategies accordingly
• Align your efforts with company objectives to achieve sales targets effectively

Ready to conquer your new role? Let ClickUp guide you every step of the way!

For both Hiring Managers and Territory Sales Managers, the 30-60-90 Day Plan template offers a wealth of benefits:

• For Hiring Managers:

  • Ensures clear alignment between the company's objectives and the new hire's goals
  • Provides visibility into the new hire's strategic approach to achieving sales targets
  • Offers a structured way to track and evaluate the new hire's progress
  • Sets a strong foundation for ongoing coaching and support

• For Territory Sales Managers:

  • Helps prioritize activities and focus on high-impact tasks
  • Guides in creating a roadmap for success in the new role
  • Facilitates tracking progress and making necessary adjustments
  • Aligns individual efforts with overall company objectives for maximum impact

To kickstart your success in a new sales role, ClickUp's 30-60-90 Day Plan for Territory Sales Managers template offers everything you need to hit the ground running:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client, ensuring transparency and accountability in each sales task
• 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 7 different views including References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to streamline communication, planning, and progress tracking

Whether you're the hiring manager or the new employee, ClickUp's template empowers both parties to align on goals, strategies, and progress seamlessly for a successful onboarding experience.

Excited to kickstart your new role as a Territory Sales Manager? This 30-60-90 Day Plan template in ClickUp will help you organize your goals and actions for the first three months on the job. Let's dive into the steps to make the most out of your plan, whether you're the new hire or the hiring manager looking to support them.

1. Set Clear Objectives

As the Territory Sales Manager, define your short-term (30 days), mid-term (60 days), and long-term (90 days) goals. These could include targets for customer outreach, revenue growth, market analysis, or team development.

Utilize Goals in ClickUp to set SMART objectives for each phase of the plan and track your progress towards achieving them.

2. Develop a Comprehensive Sales Strategy

Create a strategic sales plan that outlines how you will approach your territory. Identify key accounts, potential leads, and strategies for building strong customer relationships.

Use the Board view in ClickUp to visualize your sales strategy and move tasks across different stages like prospecting, outreach, and closing deals.

3. Implement Actionable Steps

Break down your goals into actionable steps for each phase of the plan. Include tasks such as scheduling client meetings, conducting product demonstrations, or analyzing sales data to measure progress.

Employ Automations in ClickUp to automate repetitive tasks and streamline your sales processes, saving you time to focus on high-impact activities.

4. Regular Performance Reviews

Schedule regular check-ins to review progress against your set goals and adjust strategies if needed. As the hiring manager, provide constructive feedback and support to ensure the new Territory Sales Manager is on track.

Leverage Dashboards in ClickUp to visualize real-time data and performance metrics, making it easy to monitor progress and identify areas for improvement.

5. Continuous Learning and Adaptation

Encourage ongoing learning and adaptation to market trends and customer needs. Stay agile and be prepared to pivot strategies based on feedback and performance results.

Utilize the Calendar view in ClickUp to schedule training sessions, team meetings, and industry events to stay informed and continuously improve your sales approach.

By following these steps, both the Territory Sales Manager and the hiring manager can work together seamlessly to drive success and growth within the territory.

Territory Sales Managers and hiring managers can use the ClickUp 30-60-90 Day Plan template to set clear goals and strategies for the first three months in a new sales role, ensuring a smooth onboarding process and successful sales outcomes.

To get started and make the most of this template:

• Add the template to your Workspace and designate the appropriate location.
• Invite relevant team members to collaborate and assign responsibilities.
• Utilize the custom fields "Who's in charge" and "Onboarding Stage" to track ownership and onboarding progress.
• Organize tasks into four statuses: Complete, In Progress, To Do, Waiting On Client, to monitor progress effectively.
• Use the "References" view to access important resources and materials.
• Utilize the "Onboarding Board" view to track onboarding tasks and milestones.
• Stay connected with the team using the "Chat" view for seamless communication.
• Plan your activities effectively with the "Calendar" view.
• Start your journey with the "Start here" view for a quick overview.
• Track your onboarding progress with the "Onboarding Plan" and "Onboarding Progress" views.

By following these steps, both Territory Sales Managers and hiring managers can ensure a successful onboarding process and set the stage for achieving sales targets.