Hi Will,
Please ignore my earlier reply there is no option to delete it . Below is my short and succinct 30-60-90 day plan as per your template
30 day Plan
Goal:
Get the status of all the deals and accounts
Activity:
Interlock with respective Account Managers, SEs;
Measurement:
If i have a sheet that has all the details filled
60 Day Plan
Goal:
Comfortable calling customer and fixing meeting over the phone
Activity:
Call customer and make a sales pitch over the phone, take SE’s help for rolepaly and improve your sale spictch
Measurement:
If i fix 4 meeting on my own by calling customer
90–Day Plan:
Goal:
-
Comfortable with having customer meeting and progressing opportunity
-
Comfortable with identifying the right prospect
-
Comfortable with doing initial customer meetings, Qualify a opportunity , presentation, demo without help of SE’s
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Generate 1.5 Mil USD funnel
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Build Good Rapport with Account Managers, my manager and get work done from Inside sales ( BDCs)
-
Close Q 1 opportunity
Activity:
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Shadow SE for Customer calls, make notes, take initiative in pitching oracle solution in joint meeting;
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Connect with SEs and Co prime reps to understand how to qualify customer;
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Shadow SE for Customer calls, make notes, take initiative in pitching oracle solution in joint meeting;
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Together as a team reach out to all 30 customers and identify engagement opportunity
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Keep close track on current CX opportunity , work closely with respective AM who is working on the Q1 opportunity, take help from all the resources;
Measurement:
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I am able to have 3 customer meeting without help of SE’s
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If i identify 9 clients who i think have potential to give business to us this year
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I am able to have 5 customer meetings, do initial level demos without help of SE’s
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If we generate 1.5 mil USD funnel
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; If we can have one team get together and everyone enjoys my company and excited for CX opportunities
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Recieve PO from one customer
