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Make your own copy. Open the Commercial Salesperson Onboarding Plan. It opens a fresh, editable copy in your own Google Drive. Run the 30/60/90 plan with your new rep, fill owners and dates, rename it, make it yours; the original stays unchanged.

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You hired a commercial rep. Ramp them on a written 90-day plan so you don't lose six months.

A RocketLevel template, backed by decades of experience in the trade. A commercial salesperson on a long sales cycle can drift for months if the first 90 days are unstructured. This is a clone-and-adapt 30/60/90 plan to get a new rep productive, oriented to the trade, and building pipeline early, instead of waiting to see if they figure it out.

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The principle: in a long-cycle commercial motion, the first 90 days are for activity and learning. Set ramp expectations on leading indicators (accounts worked, walks booked) and save signed agreements for the later checkpoints, or you'll judge a good hire too early.

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Days 1 to 30: learn the trade and the offer

• Learn the commercial story and the proof points, including the four pillars laid out in The Four Pillars: Predictability, Identity, Independence, Enterprise Value.
• Shadow site walks and ride along with a veteran or the owner.
• Learn the target decision makers (property manager, facility director, risk manager) and the ideal customer profile (ICP).
• Get set up in the customer relationship management (CRM) system and learn the pipeline stages.
• Build the first target account list.

Days 31 to 60: start the motion

• Begin outreach with the four to eight touch pre-meeting sequence, the touches it takes to land a first meeting.
• Run first site walks with support; debrief each one.
• Practice discovery and objection handling in weekly roleplay.
• Keep the CRM clean from day one.

Days 61 to 90: own the pipeline

• Run site walks independently.
• Move accounts toward Priority Service Agreements.