A 30-60-90 day plan for new sales reps (AEs, BDRs, sales managers) ramping into B2B SaaS, consumer, or enterprise sales orgs in Taskade.
What's Included
- Days 1-30 (Listen): Product training, ICP study, sales-call shadowing, CRM mastery
- Days 31-60 (Learn): AI roleplay coaching, first owned outreach, first qualified meeting
- Days 61-90 (Lead): First closed deal, owning a territory, mentoring next BDR
- AI Roleplay Coach: AI agent runs realistic sales scenarios
- Ramp Tracker: Calls, demos booked, opportunities created against cohort benchmark
Why This Template Wins
- Roleplay before live customer: New reps practice with AI until objection handling is sharp
- ICP knowledge tested: Quizzes test understanding before calls
- Time-to-first-close measurable: Plan tracks the metric that matters across cohorts
How to Use
- Clone this template into your Taskade workspace
- Customize product training and ICP for your market
- Connect Salesforce, HubSpot, your CRM
- Train the AI Roleplay Coach on your sales playbook
- Pair with Sales Pipeline Templates
FAQ
Can this work for SDR vs full-cycle AE ramps?
Yes. SDR ramp emphasizes activity volume and meeting-booking; AE ramp emphasizes deal close.
Does the agent handle technical-product roleplay?
Yes. Train on your product's technical depth — agent runs realistic technical objection scenarios.
What plan supports a 20-rep team's ramp?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds advanced cohort ramp analytics.
CTA
Try this template free in Taskade. For roleplay setup, see /learn/agents/custom-agents. Pair with SaaS Sales Pipeline. Browse sales apps in the Community Gallery.