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The first pages of the 30-60-90 Day Sales Plan template

30-60-90 Day Sales Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
6 · US Letter
Style
Modern
Difficulty
Beginner
Updated
October 30, 2026

Every page (6)

Overview

New reps often start with a welcome email and a vague target, and managers find out at day 90 that nothing was built. This 30-60-90 day sales plan fixes that. It gives the rep and manager one document that moves from learning, to building pipeline, to closing, and ends with the measures they will review every week.

The sample follows Dana Whitfield, a new account executive at Ashdown Park Supply, with a $1,000,000 annual quota and a $150,000 ramped quota for months 4 to 6. Every figure ties together: $468k of pipeline against $150k of quota, and two deals worth $84k. Replace the names, dates, quota and territory with your own.

Useful for

  • A manager preparing a new account executive's first week with a clear plan to review at Day 30, 60 and 90
  • A candidate bringing a 30-60-90 plan to a final sales interview to show how they would ramp
  • A sales leader standardizing onboarding so every new rep is held to the same pipeline and close gates

What's included

  • Days 1-30 learn: a week-by-week agenda for certification, ride-alongs and CRM training with owners
  • Days 31-60 build: key dates and a 12-week Gantt chart from learning through outbound and first proposals
  • Days 61-90 close: four stage gates with entry criteria and a checklist of conditions to close
  • Measures: a scorecard with pipeline, closed revenue, win rate and activity against target
  • Definitions page with ramped quota, targets and plain-language definitions of each measure
  • A make-it-yours guide with five steps for replacing the sample content

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the rep, manager, start date, territory and quota on the first pages with the details of your new hire.

  3. 3

    Rebuild the pipeline target from your own win rate, average deal size and sales cycle, then update the scorecard figures.

  4. 4

    Reassign the owners on every task and gate, and keep only the five measures you will review each Monday.

  5. 5

    Delete the guide page, then share the plan with the rep and manager or present it in the first one-to-one.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Who is this 30-60-90 day sales plan for?

New sales hires, account executives and sales managers. It also works as the plan a candidate brings to an interview to show how they would ramp.

How do I set pipeline and quota targets for a new rep?

Work back from the ramped quota. The sample sets pipeline at 3x the $150,000 quota, then checks it against a 22% win rate and a $48,000 average deal.

Are the people and figures in the template real?

No. Ashdown Park Supply, Dana Whitfield and every figure are fictional sample data. Replace them with your own team, quota and numbers before sharing.

  • #30-60-90-day-plan
  • #sales-plan
  • #sales-onboarding
  • #new-hire-plan
  • #account-executive
  • #google-docs
  • #sales-ramp

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