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Business Plan | 30/60/90 Days by Mind Map: Business Plan | 30/60/90 Days
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Business Plan | 30/60/90 Days

Overall Strategy and Themes

Create synergy between TSM, RSM, RVP and Key Account Division

Develop intra-company marketing program

Obtain $1,000,000 in new business during first year

Demonstrates an obsession for customer service through customer involvement.

First 30 Days

Regional Sales Managers

Regional Sales Meetings, Obtain schedule of Regional Sales Meetings to Participate In

Existing Key Account Prospects

Learn sales objectives

Service any existing accounts immediately

Learn the Ringisho processes

Marketing Ringisho

Sales Ringisho

30 - 60 Days

Develop Strategic Call and Touch Cycle for Prospects

Coincide with TSMs when applicable

Create comprehensive prospective customer database


Import notes across platforms (evernote)

Create upward reporting on sales calls for Prospects from TSM

Establish Relationships with Regions (TSMs and RSMs)

Training to Identify Key Accounts

Territory Sales Managers

Prospective Key Accounts in Territory

Existing Accounts with Key Account Potential in Territory

Establish quarterly communication process to update on Key Accounts in Territories - Status Updates and Next Action Steps, Create informative congos reports to let involved parties know what is going on and to ensure management on the territory level is going as planned

State Association Meetings

Obtain list of State Association Meetings

Independent Key Account Prospect Research

Understand competitor activities within territory through SWOT analysis




90 Day Plan

Cooperative Group Resources

Cleinman Meetings, Utilize Prospect List to Attend Cleinman meetings to Target Key Accounts

State Association Meetings

Utilize Prospect List to Attend State Association Meetings to Target Key Accounts

Execute Call Cycle Program

Group 1 - Existing Customers with Growth Opportunity

Group 2 - Prospects with TSM/RSM Relationship

Group 3 - Prospects with Cleinman or other cooperative group relationship

Group 4 - Prospect with no TSM/RSM relationship (cold)

Establish Projected Sales Pipeline based on Achievable and Qualified sales opportunities

Quarter 1

Quarter 2

Quarter 3

Quarter 4

Continue to learn skills to provide customers with business building opportunities