Structure · Rep Onboarding & Ramp
Write a 30-60-90 Day Ramp Plan for a New Agency Rep
Generate a milestone-based 30-60-90 day ramp plan that gets a new agency rep to first closed deal with measurable weekly KPIs.
foundermanagerIntermediate⏱ 4-6 hours
When to use
Use this on day one of hiring (or before) when you need a clear ramp plan for a new SDR, AE, or account executive joining your agency. It replaces the generic ramp doc most agencies copy off LinkedIn with one tied to your services, sales cycle, and quota. Best when you have a defined ICP and at least one service line with predictable economics.
The prompt
You are the VP of Sales at a digital marketing agency who has personally ramped 40+ reps from zero to first closed deal across SEO, paid media, and web design services. Agency: [AGENCY_NAME] — services [SERVICES] | New rep: [NEW_REP_ROLE] selling to [ICP] | Avg deal size: [AVG_DEAL_SIZE] | Sales cycle: [SALES_CYCLE_DAYS] days | Tech stack: [TECH_STACK] | First-deal target: [QUOTA] by day [QUOTA_DEADLINE_DAYS] | Manager: [MANAGER_NAME] Write a 30-60-90 day ramp plan that gets this rep from zero product knowledge to first closed-won deal, with weekly milestones, certifications, leading-indicator KPIs, and a definition of "ramped." - Week-by-week structure (12 weeks total), each week with: focus theme, learning activities, practical exercises, output to manager, and one KPI. - Every week must include a practical exercise (mock pitch, call review, written deliverable) — not just "read the wiki." - Tie each phase to a certification gate: Day 30 product cert, Day 60 discovery cert, Day 90 first-deal cert. - Use agency-specific KPIs (calls booked, discoveries held, proposals sent, pipeline created) not SaaS PQL metrics. - Call out what the manager owes the rep each week (1:1, call reviews, deal coaching). A markdown table with columns: Week | Phase | Focus | Activities | Practical Exercise | Manager Touchpoint | KPI / Gate. Follow with a short "Definition of Ramped" checklist (5–7 bullets).
Variables
- [AGENCY_NAME] — Your agency name
- [SERVICES] — Service lines the rep will sell (e.g., local SEO, Meta ads, Webflow design, fractional CMO)
- [NEW_REP_ROLE] — SDR, AE, account executive, growth strategist, etc.
- [ICP] — Ideal client profile (e.g., $5M–$50M home services brands)
- [AVG_DEAL_SIZE] — Average MRR or one-time fee
- [SALES_CYCLE_DAYS] — Typical days from first touch to closed-won
- [TECH_STACK] — CRM + sales tools (HubSpot, Apollo, Gong, etc.)
- [QUOTA] — First-deal target (e.g., $5K MRR retainer)
- [QUOTA_DEADLINE_DAYS] — Days to first closed deal (typically 60–120)
- [MANAGER_NAME] — Direct manager owning the ramp
Example input
Agency: Northstar Digital — services local SEO + Google Ads for home services | New rep: AE selling to $3M–$30M HVAC and roofing companies | Avg deal: $4,500 MRR | Cycle: 45 days | Stack: HubSpot, Apollo, Gong, Loom | Target: 1 closed deal at $4,500 MRR by day 90 | Manager: Priya
Example output
Week 1 — Foundation: Shadow 10 discovery calls (Gong), complete services 101 deck, write a 1-page POV on HVAC buyer pain. Exercise: 5-min pitch to Priya. Gate: Pass services quiz (>85%). Week 4 — Cert 1 (Product): Deliver full 20-min service pitch to a panel (Priya + 1 delivery lead). Gate: Pass certification rubric. Week 7 — Discovery: Run 5 live discoveries with co-pilot. Exercise: Score own calls vs. MEDDPICC. Gate: 3 of 5 advance to proposal. Week 9 — Cert 2 (Discovery): Solo discovery → recorded review with Priya. Week 12 — Cert 3 (First Deal): Submit a closed-won deal of $4.5K+ MRR or a verbal commit with signed paperwork pending. Definition of Ramped: (1) 3 certs passed, (2) $4.5K+ MRR closed, (3) 8 active opps in pipeline, (4) self-sourcing 25% of meetings, (5) Gong scorecard avg >7/10.
Pro tips
- Have the rep co-author week 9–12 with their manager — ownership beats prescription.
- Tie each certification to a tangible reward (commission accelerator unlocked, territory expanded) so gates feel like promotions, not hazing.
- Re-run this prompt every 6 months — your sales cycle and ICP shift faster than your ramp doc.
Works with
ClaudeChatGPTGemini
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