Understanding 30-60-90 sales plans and incorporating them into a presentation

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30-60-90 sales plans are essential tools for sales professionals, providing a clear roadmap for the first three months on the job. They help in setting realistic goals and strategies for achieving sales success. As presentations play a crucial role in conveying these plans, choosing the right platform is key. Prezi shines as a lively choice for crafting presentations. Its engaging layout lets you highlight your 30-60-90 sales plan in a way that’s informative and visually striking. Let’s take a closer look at what this sales plan is and how to turn one into an accomplished presentation. 

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What is a 30-60-90 sales plan?

A 30 60 90 sales plan is a strategic outline designed to structure the first 90 days of a sales professional’s role. It’s divided into three distinct phases, each spanning 30 days. The first phase focuses on learning, including understanding the company’s products, market, and sales processes. The next 30 days are about planning and starting to engage with customers, applying the initial learnings. The final stretch aims at execution, where the groundwork laid in the previous phases is put into action with the goal of closing sales and meeting targets. This systematic approach ensures a focused and efficient start, setting the foundation for ongoing sales success.

The benefits of 30-60-90 sales plans

A 30-60-90 day plan for sales positions brings several advantages, enhancing interview performance, smoothing the onboarding process, and fostering ongoing achievement. Let’s explore the key benefits:

  • Smooth start for new employees: This plan outlines key focus areas for newcomers, speeding up their adjustment and productivity. It simplifies the transition, reducing stress.

  • Efficient time management: For individuals in new positions or sales territories, this plan acts as a clear guide for initial actions, aiding in a quick adaptation without confusion or pressure.

  • Fosters a trusting workplace: Encouraging conversations with managers and team members, a 30-60-90 day plan helps cultivate a supportive and trust-based environment.

  • Promotes continuous development: Serving as a roadmap for early improvement, the plan also supports sustained growth, offering direction for ongoing advancement.

  • Clear objectives for leadership: With defined achievements and milestones, leaders can easily assess progress, aligning individual efforts with the company’s objectives.

  • Distinguished job applicants: Bringing a 30-60-90 plan to an interview signifies preparedness and initiative, setting candidates apart in a competitive field.

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In essence, a 30-60-90 plan clarifies the path forward, making the start of a new job more manageable and uniting teams toward common goals.

30-60-90 sales plan examples 

To provide a clearer picture of how a 30-60-90 day plan for sales managers might look in practice, here are three examples across different industries. Each example demonstrates how the plan can be tailored to specific roles and market contexts.

Example 1: Software sales manager

First 30 days – learning and integration

  • Focus on understanding the company’s software products, competitor analysis, and current market trends.

  • Engage in training sessions on the company’s CRM tools and sales methodologies.

  • Shadow experienced team members on sales calls to gain insights into the sales process and customer interactions.

Next 30 days – strategy development and relationship building

  • Start developing strategies for lead generation and conversion based on insights gathered in the first month.

  • Initiate contact with potential clients to build relationships and understand their needs.

  • Work with the marketing team to create targeted campaigns for different segments of the market.

Last 30 days – implementation and evaluation

  • Begin implementing the sales strategies developed, focusing on reaching out to high-potential leads.

  • Monitor sales progress and adapt strategies as needed for maximum efficiency.

  • Set performance metrics for the team and review individual progress, offering feedback and coaching where necessary.

Example 2: Pharmaceutical sales manager

First 30 days – orientation and market understanding

  • Acquire comprehensive knowledge about pharmaceutical products, including their benefits and regulations.

  • Study the healthcare landscape, identifying key players and potential clients such as hospitals and clinics.

  • Learn about the sales compliance and ethical guidelines specific to the pharmaceutical industry.

Next 30 days – networking and plan formulation

  • Attend industry conferences and events to network with healthcare professionals.

  • Develop a detailed plan for engaging potential clients, including personalized pitches and educational materials about the products.

  • Collaborate with the sales team to refine the approach based on feedback and initial interactions with clients.

Last 30 days – execution and growth

  • Execute the engagement plan, focusing on establishing long-term relationships with healthcare providers.

  • Analyze sales data to identify trends and areas for improvement.

  • Implement a feedback loop with the team to continuously improve the sales process and product offerings based on client needs.

Example 3: Retail sales manager

First 30 days – product and process familiarization

  • Immerse in learning about the retail products, store layout, and customer service standards.

  • Understand the sales reporting and inventory management systems.

  • Observe customer interactions and sales tactics used by successful sales representatives.

Next 30 days – team engagement and sales promotion planning

  • Begin engaging the sales team with regular meetings to discuss goals and strategies.

  • Plan and develop sales promotions and displays in collaboration with the marketing department.

  • Start building relationships with key customers and local community organizations to increase foot traffic.

Last 30 days – sales initiatives and performance tracking

  • Launch sales promotions and track their success through daily sales reports.

  • Adjust sales strategies based on promotion outcomes and customer feedback.

  • Review team performance and identify areas for improvement, setting goals for the next quarter.

These 30 60 90 day plan examples demonstrate just how flexible this style of plan is, making sure it can be tailored to meet the specific needs and opportunities of various industries and positions.

Turning your 30-60-90 ideas into a presentation

Transforming your 30-60-90 day plan into a presentation is the most common strategy for precisely showing your approach and ambitions. Here’s why opting for a presentation method stands out as the best choice:

Bring your strategy to life

Transitioning from abstract concepts to visual displays, a presentation breathes life into your plan, making it comprehensible and tangible. This method is particularly impactful when it comes to simplifying complex strategies for straightforward communication.

Woman giving branding presentation.

Capture and keep audience engagement

Utilizing dynamic elements, presentations effectively grab and hold your audience’s focus. This level of engagement is essential to ensure your message is absorbed and retained.

Showcase your commitment and preparation

A meticulously prepared presentation reflects your professionalism and the thorough preparation you’ve undertaken for your new position. It shows off your serious dedication and readiness to embark on this new journey.

Ensure your message is crystal clear

Through the structured organization of your ideas and strategies, presentations ensure a smooth flow of information, allowing your audience to clearly understand your goals, intentions, and the methods you’ll use to reach them.

Adapt to your audience

Presentations offer the versatility to adjust your message based on your audience, whether it’s an individual meeting, a session with a select group, or a presentation to a larger audience. This adaptability guarantees the effective transmission of your 30-60-90 day plan in any scenario.

Encourages instant interaction

Presentations often pave the way for on-the-spot feedback, giving you the chance to respond to inquiries, address any concerns, and consider suggestions immediately. This level of interaction can provide crucial insights and assist in fine-tuning your strategy.

So, it’s clear that presentations are the way to go when it comes to 30-60-90 day sales plans, and platforms like Prezi are making creating them easier than ever before. 

Using templates for fast results

When it’s time to develop your presentation for your 30 60 90 day sales plan, Prezi can help you out by offering customizable templates that suit any professional field. With options for both a light and a dark visual theme, these templates are designed to cater to the diverse preferences of different industries. Each version is crafted to support you in detailing the specific objectives and strategies of your sales plan, segmenting the plan into clear, 30-day increments.

What makes Prezi’s templates stand out is their engaging use of motion, effectively leading your audience through each phase of your plan as though unfolding a story. This approach is great for retaining the attention of your viewers and also aids in conveying the structured progression of your 30-60-90 day strategy. 

The light-themed template shines in its clean and professional demeanor, ideal for presenting in brightly lit environments or sectors that favor a crisp, concise presentation style. Conversely, the dark-themed template brings a touch of sophistication and modernity, perfect for industries leaning towards innovative or creative presentations.

Storytelling with Prezi

These templates are more than just backgrounds for your 30 60 90 examples; they’re a storytelling tool, facilitating a dynamic journey through your planned objectives, tactics, and benchmarks. With sections designated for each phase, personalizing the template with your plan’s details becomes a straightforward process, allowing you to concentrate on crafting a compelling narrative around your strategies and goals.

Grab their attention by making your presentation more interactive

Use Prezi’s ready-made templates for your upcoming 30-60-90 day sales plan presentation. This approach turns your strategic outline into a compelling, unforgettable narrative, keeping your audience attentive and well-informed all the way through.

30-60-90 presentation tips and cautions 

Before you start crafting your presentation, here’s a list of essential guidelines and pitfalls to avoid ensuring your process is smooth and effective.


Guideline: Make sure your presentation concisely details your goals and methods for each segment of the 30 60 90 day sales plan, using bullet points, charts, and graphs for clear communication.

Pitfall to avoid: Resist the temptation to fill your slides with excessive detail. Too much information can overwhelm your audience, causing confusion or disengagement. Strike a balance between being comprehensive and succinct.

Customization of content

Guideline: Tailor your presentation to mirror the unique culture and needs of the organization, emphasizing how your plan aligns with the company’s objectives.

Pitfall to avoid: Avoid a generic approach. Presenting a one-size-fits-all 30 60 90 day sales plan can be less effective, failing to resonate with your audience or address specific needs and challenges.

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Visual engagement

Guideline: Use appropriate visuals to bolster your key points, making complex data more understandable and keeping your audience’s attention.

Pitfall to avoid: Exercise caution in the use of visuals. Overutilization or irrelevant imagery can detract from your core message.

Preparation and refinement

Guideline: Repeatedly rehearse your presentation to navigate its flow confidently and manage topic transitions smoothly.

Pitfall to avoid: Avoid a delivery that relies heavily on reading from your slides or notes, which can seem uninspired. Aim for a delivery that feels natural and engaging.

Readiness for questions

Guideline: Prepare for potential questions about your 30 60 90 day sales plan, showing your in-depth preparation and grasp of the plan.

Pitfall to avoid: Never ignore audience questions or concerns. Inadequately addressing these can diminish your credibility and the perceived viability of your plan.

Demonstrating adaptability

Guideline: Illustrate your willingness to incorporate feedback and make necessary adjustments to your plan, showing your adaptability to unforeseen challenges.

Pitfall to avoid: Avoid presenting a plan that appears indecisive or vague. Your audience is looking for a robust strategy that displays both confidence and insight.

Adhering to these guidelines while avoiding common pitfalls will help you develop a 30 60 90 day sales plan presentation that not only engages and impresses your audience but also lays a solid groundwork for your success.

A step-by-step guide for making your 30-60-90 presentation

Now we’ve discussed some key tips, it’s time to start the creation process. Assembling an impactful 30-60-90 day sales plan presentation demands a thoughtful strategy and the appropriate tools. Using Prezi features allows you to build a presentation that effectively delivers your plan while keeping your audience engaged throughout.

Step 1: Gathering inspiration

Start by immersing yourself in the variety of 30 60 90 day sales plan examples Prezi has on offer. This initial step is about soaking up ideas and understanding different ways to articulate and structure your plan. Seeing how others have tackled their presentations can spark innovative ideas.

Step 2: Template selection

With inspiration in hand, it’s time to pick the right template on Prezi. Whether you lean towards something with a light and airy feel or prefer the depth of a dark theme, ensure it has a structure that mirrors the 30-60-90 day plan’s segments. The right template will naturally guide your content organization.

A selection of new Prezi presentation templates
Prezi template examples

Step 3: Laying out your plan

Outline your content next, breaking down the plan into the 30-day phases. Detail what you aim to learn, strategize, and accomplish in each phase. Prezi’s unique presentation paths allow for a customized flow that can adapt to your narrative, enabling detailed dives without losing the overarching thread.

Step 4: Customizing your presentation

Now, tailor your chosen template to fit your brand and message. Use Prezi to add your company’s colors, logo, and any specific imagery or multimedia that supports your points. This customization makes your presentation not only more engaging but also aligned with your corporate identity.

Step 5: Rehearsing your delivery

After your presentation is polished, rehearse your delivery to ensure a smooth execution. Familiarize yourself with navigating your Prezi presentation, making sure you can seamlessly transition from one segment to the next, maintaining a confident and engaging delivery throughout.

Step 6: Sharing your vision

Before your presentation day, share your Prezi with key stakeholders to provide a preview. When it’s time to present, use Prezi presenting features to deliver your message, whether you’re in a face-to-face setting or connecting with a remote audience using Prezi Video.

Prezi Video

Following these guidelines and using Prezi’s interactive features, you can present a 30-60-90 day sales plan that communicates your strategies effectively and keeps your audience interested from beginning to end.

What else does Prezi have to offer?  

Prezi extends beyond the usual presentation platforms, introducing advanced tools such as Prezi AI and AI text editing to enhance the quality of your presentations, making them ideal for 30-60-90 day sales plan presentations.

Prezi AI

In situations where time is limited, Prezi AI is an invaluable tool for sales professionals. It offers a quick way to create your 30-60-90 day sales plan presentation. Just describe your topic, and Prezi AI steps in to suggest suitable color schemes, design, and layout options and compiles everything into a cohesive presentation. This feature is especially useful for those who need to quickly put together a professional and visually appealing presentation. Prezi AI simplifies the presentation creation process, letting you concentrate on refining your sales strategy.

AI text editing

Transforming text-dense slides into engaging visuals is crucial for maintaining audience interest. Prezi excels in creating captivating presentations, thanks in part to its AI text editing capabilities. With this feature, extensive lists and bullet points can be effortlessly turned into visual components and animated slides. This not only enhances the aesthetic appeal of your presentation but also aids in making it more memorable. Whether it’s through using graphics to spotlight key points or animating text to underscore important details, Prezi’s visual tools ensure your message stands out and stays with your audience well after the presentation concludes.

Conventional slide-by-slide methods vs Prezi canvas

The primary goal of delivering a 30-60-90 day presentation is to captivate the audience and instill belief in your proposed plans. Gone are the days of traditional, slide-by-slide presentations characterized by a monotonous pace. Today, presentations have evolved, introducing a more engaging alternative: Prezi canvas.

The conventional method of presenting, slide by slide, often lacked the dynamism required to maintain audience interest. The linear progression limited the presenter’s ability to seamlessly transition between ideas. Audiences, saturated with such presentations, became accustomed to predictability, and engagement declined as a result.

This is where Prezi comes in to help you break free from the constraints of linear storytelling. Unlike other tools, Prezi offers a more immersive experience, allowing you to navigate through ideas in a non-linear fashion. This freedom enables you to craft dynamic narratives that resonate deeply with your audience.

Prezi lets you design presentations with spatial organization, promoting exploration and discovery. By zooming into and out of different key areas, you lead your audience on an exploratory journey through your concepts, maintaining their interest and anticipation for what comes next. With Prezi, sharing your 30-60-90 day sales plan becomes an interactive and far from monotonous experience.

Senior businesswoman giving presentation to team. Male and female professionals are planning strategy in meeting. They are in board room at office. She is showing a business presentation theme.

Craft a winning 30 60 90 sales plan presentation with Prezi 

Making a successful 30-60-90 day sales plan presentation is about more than just sharing your initial strategy—it involves crafting a compelling story that highlights your vision for success in your new position. This is your chance to show how well you understand the role, the challenges that lie ahead, and your approach to tackling them.

But, an effective presentation is not limited to the details of sales targets and strategies. It revolves around crafting a personal narrative on how you plan to blend into the company, adapt to its culture, and contribute to its growth. This storytelling part is crucial for outlining your immediate actions as well as underscoring your long-term contributions and worth to the team.

Prezi stands out as the tool that can transform your 30-60-90-day plan from a basic outline into an immersive, unforgettable experience. It’s the platform that elevates your plan into a dynamic exploration, setting the stage for you to make a significant impact from the very beginning.

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