Randy Schwantz in Insurance Agencies
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June 19, 2023 – 4 min read
Randy Schwantz in Insurance Agencies
Randy Schwantz in Insurance Agencies
Creating a well-defined action plan is crucial for sales teams to achieve their targets and drive business growth.
A 90-day action plan provides a structured roadmap to guide salespeople toward their goals. In this blog post, we will walk you through the essential steps to craft an effective 90-day action plan for your sales team.
The first step is to clearly define the objectives you aim to achieve within the 90-day period. These objectives should align with your overall sales goals and can include targets such as revenue, customer acquisition, market expansion, or sales pipeline growth. By setting clear objectives, you provide a sense of direction and purpose for your sales team.
Identify key performance indicators (KPIs) that will help you measure progress toward your objectives. These metrics could include sales revenue, conversion rates, number of new leads generated, or average deal size. It is important to ensure that your chosen KPIs are measurable and directly linked to your goals.
Determine the specific target market and customer segments that your sales team will focus on during the 90-day period. This allows your team to prioritize their efforts and allocate resources effectively. Understanding your target audience helps tailor sales strategies to address their unique needs and challenges.
Based on your defined objectives and target market, outline the strategies and tactics your salespeople will employ to achieve their goals. This could include activities such as prospecting, lead generation, sales presentations, negotiations, and relationship-building. Each strategy should have clear action steps that align with your overall objectives.
Break down the strategies and tactics into actionable steps and activities that salespeople should undertake on a daily, weekly, and monthly basis. For instance, specify the number of prospecting calls, customer meetings, follow-ups, and presentations they should aim for. This activity plan ensures that your team stays focused and consistently takes steps towards their objectives.
Identify any training or resources that salespeople may need to execute the action plan effectively. This could include product knowledge training, sales technique workshops, or access to sales enablement tools and materials. Equipping your sales team with the right skills and resources enhances their performance and confidence.
Establish regular communication channels to provide feedback, support, and guidance to salespeople throughout the 90-day period. This could involve holding weekly sales team meetings, conducting one-on-one coaching sessions, or daily/weekly progress check-ins. Open and consistent communication ensures that everyone is aligned and can address challenges or seek assistance when needed.
Continuously monitor and measure the progress of your sales team against the defined objectives and KPIs. Regularly review sales reports, track individual and team performance, and analyze the data to identify areas where adjustments or additional support may be required. This allows you to make informed decisions and optimize your action plan.
Remember, every sales team and organization is unique, so it’s crucial to customize the 90-day action plan to align with your specific goals, target market, and sales process. Regularly review and adjust the plan based on feedback and performance results. By implementing a well-crafted 90-day action plan, you can empower your sales team to achieve their objectives, drive success, and propel your business forward.
Case Study
“The best decision I’ve ever made was to start working with Randy’s team.”
How [client name] grew 180% in just 18 months adopting the principle of The Wedge
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“The best decision I’ve ever made was to start working with Randy’s team.”
How [client name] grew 180% in just 18 months adopting the principle of The Wedge
Apply Now
“The best decision I’ve ever made was to start working with Randy’s team.”
How [client name] grew 180% in just 18 months adopting the principle of The Wedge
How The Wedge Sales Culture Drove New Business Growth
The Wedge Sales Culture is credited as the engine of this growth, and this case study explores how the agency has implemented and benefited from this process.
“Hire Producers with Confidence” Use Our Evidence-Based Interview Process to Eliminate Candidates Who Don’t Have GRIT
With my evidence based interview process you can be sure that your next hire has the GRIT to fight through walls and achieve success selling commercial insurance.
Growing Your Agency Just Got Way Easier
Do you want to work with me to grow your agency?
Take 90-seconds to complete this application
to see if you are eligible for a Growth Session.
How the Wedge Sales Culture Drove New Business Growth
The Wedge Sales Culture is credited as the engine of this growth, and this case study explores how the agency has implemented and benefited from this process.
“Hire Producers with Confidence” Use Our Evidence-Based Interview Process to Eliminate Candidates Who Don’t Have GRIT
With my evidence based interview process you can be sure that your next hire has the GRIT to fight through walls and achieve success selling commercial insurance.
Growing Your Agency Just Got Way Easier
Do you want to work with me to grow your agency?
Take 90-seconds to complete this application
to see if you are eligible for a Growth Session.