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New Sales Rep 30-60-90 Onboarding Plan

Table output

Ramp a new seller with clear milestones.

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Create an onboarding plan for a new sales rep. Role and segment: [ROLE_AND_SEGMENT]. Product complexity: [PRODUCT_COMPLEXITY]. Tools: [TOOLS]. Typical ramp time and quota expectations: [RAMP_AND_QUOTA]. Manager and buddy: [MANAGER_AND_BUDDY].

Return a plan with tables:
1. Days 1-30, learn: Week | Learning goals | Activities (product training, customer calls shadowed, recorded calls reviewed, tools set up, quizzes) | Certification | Check-in.
2. Days 31-60, practice: role-plays, supervised calls, first outreach, pipeline building target, feedback cycles.
3. Days 61-90, perform: independent calls, first deals, forecasting practice, quota ramp.
4. Competency scorecard: product knowledge, discovery, demo, objection handling, CRM discipline, outreach quality; rating scale (1 to 5) with behaviors.
5. Pipeline targets by week with arithmetic from conversion assumptions, labeled as assumptions.
6. Coaching routine: weekly one-to-one agenda, call review rubric, buddy responsibilities.
7. Sign-offs and signals that the rep needs extra support.

Keep the plan humane and realistic; do not rely on unpaid overtime. Compensation and legal paperwork are covered by HR.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

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