Your First

90 Days
Building a Solid Foundation for
Success
How To Use This Template
Getting started on the path towards creating a great 90-Day Plan

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2 Please do not use the template as-is. We included placeholder info to aid with the ideation of a plan and to give you a format
to start with. Feel free to change colors, etc. to make this plan your own.

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3 We created this template to help the community to have a starting point for a good looking and concise 90-Day Plan. If you use it and
have suggestions for improvement, we’d love to hear them! Good Luck!
Agenda •
•
Objectives
30 Days
• Learning Plan
• 60 Days
• 90 Days
• 90 Day Plan
• Plan
• Measurement
 Observe: Learn and Understand
Interview the team and internal stakeholders to learn about
the business, product, processes and defined best practices.
1
Objectives Goal: Accelerate the learning process to make effective
contribution faster.

Orient: Assess
Review the customer journey, audit current customer
training and complete a solo deployment of the product in a
2 sandbox.

Goal: Identify opportunities for creating value to the team

in the short-term during ramp-up.

Decide and Act: Add Value

Determine opportunities to contribute and begin to
perform key day-to-day responsibilities with little or no
3 supervision.

Goal: Contribute to the team in a meaningful way while

continuing to ramp
30 Days: Observe
Accelerate the learning process to make effective contribution faster

Observe Orient Decide & Act

Accelerated learning process to
understand the role, team, company,
product and market

• Interview top CSMs

• Interview key internal stakeholders
• Complete current success and sales
training programs
• Learn to demo and deploy the Product
Learning Plan
Learn how the Product is built, marketed, sold, used and supported

• Perform ride-a-longs with Sales and Success

• Review current customer journey

• Complete available Sales and Success training

• Review current use-cases, plays and playbooks

• Study current Knowledgebase and Best Practices library

• Deploy the Product in a sandbox environment

• Review current customer segmentation and engagement models

• Review all Customer-facing content produced by Marketing

60 Days: Assess
Identify opportunities for short term and long term improvement

Observe Orient Decide & Act

Review customer journey, customer
training and complete a solo deployment
of the product

• Review customer journey

• Solo product deployment
• Audit customer deployment
• Review customer onboarding
• Understand customer segmentation and
engagement models
90 Days: Decide and Act
Make the changes that will have the biggest impact on performance

Observe Orient Decide & Act

Determine opportunities to contribute and
begin to perform key day-to-day
responsibilities

• Conduct ride-alongs
• Assist with customer onboardings
• Perform audit of knowledge base and
produce gap analysis
• Produce gap analysis for customer and CS
team training
First 90 Days
Observe, Orient, Decide and Act

30 Days 60 Days 90 Days

Learn the Product Assess current Produce training gap

processes analysis
Shadow and assist with cus-
Learn about the Analyze current
tomer onboarding
Business Knowledge base

Observe Orient Decide & Act

Determine what Contribute to
success looks training and
Learn about the like to our knowledge base
Team Customers based on gap
Learn about the Cul- Assess current Produce knowledge base analysis
ture customer journey gap analysis
 Plan
Key tasks to complete for 90-Day Plan

30 Days 60 Days 90 Days

CS Team interviews

Stakeholder interviews
Deliver 30-Day update
Customer Journey Review

Execute Learning Plan

Process Assessment Deliver

Analysis of Knowledge base analysis
summary
Training Program audit

Produce Gap Analysis’

Create Action Plan (Address Gaps)

Conduct Ride-Alongs

Assist with Onboarding

Go Solo
Go Solo
Measurement
The key success indicators for 90-Day Plan

30 Days: Observe 60 Days: Orient 90 Days: Decide and Act

Complete CS Team Interviews Document key processes Perform 5 Ride-Alongs

Complete stakeholder meetings Deliver review of existing customer journey Assist with 5 new customer onboardings

Complete Learning Plan Interview all Team members Create action plan to close identified gaps

Deploy Product in Sandbox environment Deliver audit of knowledgebase Produce materials to close top 3 gaps

Deliver an effective product demo Deliver audit of current training gaps Create Next 90-Days Plan

Submit interview findings Create stack ranked list of opportunities Perform Readiness Check for going Solo

Complete all company training Develop consensus on top 3 gaps to address Review performance and adjust