KnockDesk

30 60 90 day sales plan

A 30 60 90 day sales plan that names the turf before any revenue

A 30 60 90 day sales plan is the sheet that says what one owner finishes in days 1-30, days 31-60, and days 61-90 on one territory, with a weekly visit target and no revenue number. Knockdesk is field sales software for the turf those windows sit on. The CSV opens in Excel and Google Sheets, and no email is required.

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Copy these rows for the three windows. No revenue number.
WindowOwnerTerritoryTurfWeekly visit targetWhat done looks like
Days 1-30The owner you assignThe territory you nameThe first turf packA target that owner can finishThey can name the turf and log every knock on it
Days 31-60The same ownerThe same territoryThe next turf packA higher target they still finishThey hold the first turf and start the second with no overlap
Days 61-90The same ownerThe same territoryBoth turf packsThe weekly visit target you keepOne owner holds the territory and a second person is not on the same doors
Download the 30 60 90 plan CSV

First window

Fill a 30 60 90 day plan for sales manager

A 30 60 90 day plan for sales manager names one owner, one territory, and the turf inside each window. Write what done looks like as work you can see on the doors. Leave revenue off the row.

  1. 1Write days 1-30 as the first turf the owner can walk.
  2. 2Write days 31-60 as the next turf, with no overlap on the first pack.
  3. 3Write days 61-90 as both packs under one weekly visit target.
  4. 4Leave Do Not Contact off the knock list and out of coverage. Those doors are not part of the target.
  5. 5Replace these rows with your owner and a target that person can finish.

Two owners

Where a 30 60 90 day plan for field sales breaks

A 30 60 90 day plan for field sales is this same sheet for the rep on the doors. Field prospecting is Full, Semi, or Unrestricted. Full keeps the rep on assigned pins. Semi allows an unassigned place only inside a territory that turns field prospecting on. Unrestricted allows a knock anywhere. None of that is a revenue promise.

  • Two names

    The sheet will let you type two owners. The doors still get walked twice.

  • A revenue cell

    A number you hope to close is not what done looks like. Done is the turf worked and the knocks logged.

  • Off the assignment

    A new door still has to pass field prospecting: Full, Semi, or Unrestricted.

On the turf

Run the same three windows on one territory

Assign the territory, cut turf for each window, and keep one owner on those packs. Full desk is on the pricing page. A free trial is not open.

Turf

Sample

  • North ridge

    Maya Chen

    Active

    186 pins · 42% complete

  • Harbor loop

    Jordan Hale

    Active

    94 pins · 18% complete

Related

Where to take the windows

FAQ

Frequently asked questions

What is a 30 60 90 day sales plan?

A 30 60 90 day sales plan is the sheet for days 1-30, days 31-60, and days 61-90: one owner, one territory, the turf, a weekly visit target, and what done looks like. It does not promise a revenue number.

What goes on a 30 60 90 day plan for sales manager?

A 30 60 90 day plan for sales manager puts one owner on the territory, names the turf in each window, and says what finished work looks like. Two owners on one pack is how the same doors get walked twice.

What is a 30 60 90 day plan for field sales?

A 30 60 90 day plan for field sales is that sheet for the rep on the doors. Field prospecting is Full, Semi, or Unrestricted, and the row still does not carry a revenue promise.

Should I put a revenue number in the row?

No. What done looks like is the turf worked and the knocks logged. A hoped-for revenue number is not a target this sheet is for.

Do Do Not Contact doors count toward the weekly visit target?

No. Do Not Contact stays off the knock list and out of coverage, so those doors are not part of the weekly visit target.

How much does Knockdesk cost?

Full desk is on the pricing page. A free trial is not open.

Ninety days

Name the turf before you name a number.

We will put one owner on the territory and cut turf for days 1-30, then 31-60, then 61-90. Full desk is on the pricing page. A free trial is not open.

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