Jen Tadin 30 60 90 Arthur J Candidate Packet

30/60/90 Day Business Plan
Introduction:
I have created this document to help outline my planned approach to my first 90 days as a new Arthur J.
Gallagher Producer. I created this action plan, after having several brief discussions with Arthur J. Gallagher
current and former Employees, through research and discovery efforts during the interview process and by calling
upon my experience in selling various Insurance products/solutions to a diverse clientele book over the past Six+
years. I anticipate that this will be a very fluid document, where adjustments will be made after interactions with
members of the Arthur J. Gallagher team, potential prospects and strategic planning with management.
My focus during the initial 90-day period will be to gain significant knowledge of the Arthur J. Gallagher product
suite; to better understand the competitive landscape, to build rapport and gain insight/experience from the
Arthur J. Gallagher Team, and to build a pipeline through sales activities (cold calling, networking, marketing,
etc.).
It is assumed throughout this document that I will meet with management on a continuous (regular) basis and
management meetings have been excluded from this planning document.
Pre-Start
• Perform detailed web based research on all of the competitors in the Collaborations segment. (i.e. strengths
vs. weaknesses, product sheets, articles, etc.)
• Research and review data on Social Collaboration such as articles, presentations from recent conferences.
This will be accomplished by web based searches and also obtaining any information that Arthur J.
Gallagher can make available to me.
• Meet with Arthur J. Gallagher management prior to start date to set expectation on goals and
review/refine the 30/60/90 plan. Also, I plan to gain insight/perspective from management on individuals
that overachieved on their sales goals in 2016-2017.
• Review/Plan logistic needs with Arthur J. Gallagher logistics team (if needed) such as smartphone, laptop,
office equipment, etc. I’d like to have this all-in place prior to my 5 th day at Arthur J. Gallagher.
30-60 Days
Evaluating and adjusting marketing plan, reviewing Arthur J. Gallagher modules, and study product knowledge
and leverage cross sale opportunities. Advise networking base of new role, categorizing all low hanging fruit
opportunities. Identify, research and introduce myself to all planned target organization within territory.
60-90 Days
Prime all identified “low hanging fruit” clients for future business transactions. Identify and prioritize existing and
new customers via marketing campaigns, face-to-face meetings, and leverage referral base where I can introduce
them to Arthur J. Gallagher risk solution services. Begin leveraging all assigned existing client relationships to
identify cross selling opportunities. Continue relationship development, and evaluate and adjust business plan to
match newly acquired sales skills.