30 Day Plan

info@resumeshq.com
Linda Thomas
00-(1)-123456789
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ACTIONS - By week
My top stakeholders that I need to
build my relationship with
TOP 5 PRIORITIES FOR FIRST 30 DAYS
Understand performance objectives for the role.
Observe and learn the current systems from other team members.
Understand and get familiar with management reporting procedures and SOT.
Identify priority tasks and work towards completion.
Build a rapport with current team members and understand the organizational culture.
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ACCOUNT MANAGER
SUPPLIERS
MARKETING TEAM
OPERATIONS HEAD
CUSTOMERS
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Familiarize myself with the range
of products and understand the
functionality of each solution
offered.

Understand the selling channels
and customer behaviour from
peers.

Get familiar with statistical
information such as - Number of
customers, average spend per
customer, key suppliers etc.

Meet the sales team and
marketing team to understand
the organisational goals and
objectives.
Understand the relationship
management system.

Identify a list of potential
customers and understand their
requirement.

Set SMART goals for following
90 days - How can I achieve my
monthly target?
Collate sales and marketing
material and prepare a sales
presentation.

Visit customers with other peers
to understand the requirements.

Call and email all the existing
and potential customers.