Business Plan 30, 60, 90

Please update per notes here to reflect my resume and my key performances / skills and achievements.

Specifically –

One piece of strategic advice: since youre not in the seat yet, Id pull back on proposing specific numbers like revenue targets or meeting counts. If Kevins expectation is 30 meetings and you propose 15, it might unintentionally signal a gap in activity. Conversely, if you propose 40, it might look like you don’t understand the complexity of the sale yet.

Instead, keep the plan focused on your process and coachability. High-level goals like mastering the CRM, shadowing top performers, and aligning with Kevins specific methodology are “safe wins.”

What is most important is continuing to provide measurable and documentable results from your past work. If you haven’t already, sit down and write a list of all your achievements. As a sales manager, hes going to want to hear what you have done; you can then use this plan as a general bridge. Remember, since Kevin is tasked with leading sales, youll ultimately be implementing his plan. Use this document to show youre a high-performance engine ready for him to get behind the wheel.

To show him you are data-driven without overstepping, I recommend including these “Discovery & Alignment” questions in your plan or notes to ask him during the interview:

On Activity: “Based on your most successful reps, what is the ‘golden ratio’ of prospecting activities to booked meetings youd like to see?”

On Strategy: “What do you consider the primary ‘leading indicator’ of success in this territoryis it the volume of new leads or the velocity of deals moving through the funnel?”

On Methodology: “Ive outlined my approach to training; are there specific methodologies or ‘Kevin-isms’ I should prioritize mastering in my first 30 days?”

On Reporting: “How do you prefer to see your reps report on weekly progress? I want to ensure my documentation style aligns with your visibility needs.”

On Team Contribution: “Once Ive integrated into the workflow, what is the biggest challenge the region is facing that I can help take off your plate?”