HTML Preview Medical Device Sales Plan Format page number 4.
4. Evaluate and Adjust
• Review progress in conjunction with 30/60/90 plan every 30
days.
• Identify successes in plan and areas needing adjustment.
• Make adjustments, extend plan to next 30 days.
• Review sales process and make any needed adjustments.
30/60/90 Day Timeline:
0-30 Days
Acquire product expertise.
Identify most important relationships in territory; introduce myself
to establish relationships quickly.
Close “low hanging fruit” business.
Identify and prioritize existing and new customers.
Begin contacting new and existing customers.
Identify opportunities with existing customers.
Evaluate and adjust business plan.
30-60 Days
Clean up any “low hanging fruit” business not closed within first
30 days.
Continued contact with existing customers.
Begin closing business with existing customers.
Identify opportunities with new customers.
Begin relationship development.
Evaluate and adjust business plan.