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Sales Rep 30-60-90 Ramp Plan Template

A ramp plan for a new sales rep, with a bookings range for each checkpoint drawn from your past hires, and certification on real calls.

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What you get

Pack of 6 files: 3 documents, 3 spreadsheets

Sales Rep 30-60-90 Ramp Plan Template
  • Ramp BenchmarkSpreadsheet
  • Certification CriteriaDocument
  • Ramp PlanDocument
  • Milestone TrackerSpreadsheet
  • Certification StatusSpreadsheet
  • Manager CheckpointsDocument
RiverSales Rep 30-60-90 Ramp Plan Template

Day 90 · Wrenfield Data, 8 historically-ramped hires

Both new hires read behind the generic curve. Only one was actually a problem.

HireCumulativeCompany's own band (p25-p75)Verdict
Priya, hire #9$34,500$21,425 - $55,375On pace
Marcus, hire #10$9,800$21,425 - $55,375Behind, matches the slowest hire who still made it

Generic curve's day-90 number: $37,500. Both hires read "behind" against that single point. The company's own band clears Priya outright. Marcus falls below it, but he is $900 ahead of the one historical hire who started this slow and still made it, so at day 90 he is not a problem yet.

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How to build a 30-60-90 ramp plan for a sales rep

A sales rep ramp plan sets out what a new account executive should learn, do and book at each 30-day checkpoint between their start date and full quota. A good one gives every checkpoint two tests. The first is a range of cumulative bookings drawn from how your own past hires ramped. The second is a short list of selling behaviors a manager must see the rep perform on real calls.

Judge the rep against that range, not a single target. Your past hires who made it ramped at different speeds, and a target set at their median would have called half of them behind.

A woman wearing headphones types on a laptop while a colleague in a dark sweater watches the screen beside her
Review real calls together: behaviors show up before bookings do. Photo: Mushvig Niftaliyev on Unsplash

Plan for the whole ramp

Ramp is the time between a rep's start date and the point where they can carry a full quota. The Bridge Group, a sales consultancy, surveyed 158 B2B companies in 20261 and found account executives took an average of 6.2 months to reach full productivity. That is the longest the study has recorded since it began in 2006, a rise it ties to more complex deals and bigger buying committees.

So a 90-day plan stops about halfway. Keep a checkpoint every 30 days until full quota; the template runs to day 150. Expect little from bookings at first, since a new rep's first deals need a full sales cycle to close. In the template's example, the median past hire had booked nothing by day 30.

Build a band from your past hires

An industry ramp curve can't tell you how much your own good hires varied. Your records can. List every rep in the same role who reached full quota in roughly the last two years. For each one, pull cumulative closed bookings at day 30, 60, 90, 120 and 150 from their start date.

  1. Keep the slow starters

    A hire who started slow and still made it is the most useful row you have. Drop the slow starters and the band looks narrower than your process really is.

  2. Use at least five hires

    With fewer, show each hire's numbers side by side and call the sample thin, rather than presenting a band.

  3. Label the estimates

    If you only have monthly or quarterly totals, estimate the checkpoint figures from them and mark those cells.

  4. Compute three numbers per checkpoint

    Take the 25th percentile, the median and the 75th percentile. In Excel, the PERCENTILE.INC function2 does the arithmetic, interpolating between hires, and reproduces the template's band.

Note inherited deals

A rep who takes over open deals can book sooner than hires who started from nothing. Flag those deals on the tracker so the comparison stays fair.

The band holds the middle half of your successful hires. Compare it with the ramped quota in your sales compensation plan. The template's example uses a generic ramp that climbs from 0% of a $50,000 monthly quota in month one to 100% in month five. It falls inside the band at every checkpoint.

Yet four of the eight past hires, all of whom reached full quota, were below that ramp at day 90. Keep the ramped quota for pay, but don't read a miss as a warning.

Certify behaviors on real calls

A product quiz checks what a rep knows, not what they do with a buyer. Kirkpatrick Partners, the firm behind the Kirkpatrick Model of training evaluation, separates learning from behavior3. Tests and role-plays measure learning; behavior is whether people do the critical parts of the job at work. Certify the behavior.

Take the behaviors from your own best reps. Huthwaite International, which sells sales training, built SPIN Selling this way. Starting in the early 1970s, its researchers studied 35,000 sales calls4, watching what top performers said and did, and found which behaviors went with successful outcomes. Listen to a dozen discovery and demo calls from your most consistent reps, and note what they all do.

Pick behaviors your deals depend on. Forrester's 2026 business buying report found that the typical buying decision now includes 13 internal stakeholders5, so a rep who only ever talks to one buyer is a risk. The template's made-up software company certifies five:

  • Names the prospect's current tool or workaround by the end of discovery
  • Brings a named engineer onto a call before the demo
  • Puts a cost on the problem, in the prospect's own numbers, before the proposal
  • Names the competing option, even an in-house build, before negotiation
  • Agrees what a trial must prove before it starts

A behavior counts as met only with evidence: a recording timestamp, a line in a proposal or a name on a calendar invite. Then decide which checkpoint each one is due by. Kirkpatrick Partners warns that behavior checks can't wait until 90 days after training, since by then you may have lost the chance to adjust. The template's first two are due at day 60.

Write the ramp plan around checkpoints

Put the band and the behaviors on one page, checkpoint by checkpoint, with dates counted from the start date. Add what happens if the rep falls below the band: who reviews it, and what the review checks.

One rep's ramp plan, from the template's made-up example

CheckpointBookings band (25th to 75th percentile)Behaviors due
Day 30$0 to $1,025None yet
Day 60$4,200 to $19,125Names the current tool; brings an engineer in before the demo
Day 90$21,425 to $55,375Puts a cost on the problem in the prospect's own numbers
Day 120$56,350 to $97,375Names the competing option; agrees what the trial must prove
Day 150$112,850 to $153,375None new

Illustrative figures: eight past hires, a $50,000 monthly quota and a 47-day sales cycle.

Use the first 30 days for learning checks, such as a product quiz and role-played calls built from your discovery call questions. Don't guess which past hire the new rep will resemble; name the closest match once their day-30 or day-60 numbers exist.

Run each checkpoint against the band

On each checkpoint date, place the rep's cumulative bookings in the band. Inside it, they are on pace, even below the median, so record that and move on to behaviors. Below the 25th percentile, find the past hire whose numbers up to that point look most like theirs.

If that hire also started slow and still made quota, the rep has a slow start with precedent, not yet a problem. The warning sign is divergence: falling clearly behind that same hire at a later checkpoint.

ExampleTwo reps, one bandAn illustrative example written for this guide, using the template's made-up company and reps.

Day 90: Priya has booked $34,500, inside the band of $21,425 to $55,375. Marcus has booked $9,800, below it, but $900 ahead of the slowest past hire who still reached full quota.

Day 150: Priya is still inside the band. Marcus has $41,300 and is now $20,400 (33%) behind that same past hire, who booked $52,800 after day 90 to his $31,500.

Behaviors due by day 60: Priya had confirmed both. Marcus had met neither. He named no current tool or process in his first three discovery calls, and all three of his demos went to the economic buyer alone.

  • One curve can't separate them. The generic ramp's $37,500 at day 90 puts both reps behind, by $3,000 and $27,700.
  • Behaviors showed it first. The bookings flagged Marcus for a real conversation at day 150. His missing behaviors were visible at day 60.

Before you close each checkpoint

  • The rep's number is shown against the band, never on its own
  • A rep inside the band is recorded as on pace, even below the median
  • Below the 25th percentile, the closest past hire is named and compared
  • Every behavior marked met points to a recording, document or invite
  • The entry is dated, keeps earlier entries and ends with one next step

A ramp plan covers the selling side of onboarding. For the laptop, accounts and paperwork, use a 30-60-90 day onboarding plan. To start faster, choose Edit with AI at the top of this page, and River builds the band and the behavior criteria from your own hires and calls.

How to use this template

Use the files as they are, or open them in River with Edit with AI. River asks for each past hire's cumulative bookings at day 30, 60, 90, 120 and 150, slow starters included, plus recordings or notes from your top performers' calls. From those it builds the band, writes the behavior criteria and drafts the new rep's ramp plan.

River won't invent a hire, a call or a number. If your first batch has fewer than five past hires, it asks whether there are more. A behavior seen on too few calls is marked as a hypothesis to test, not a confirmed criterion. Once the new rep has real numbers, it offers to run the first checkpoint.

  1. Download it or open it in River

    Get the three Word documents and three CSV sheets free, filled in for a made-up sales team, or open them in River.

  2. Build the band from past hires

    Fill in Ramp Benchmark with each ramped hire's bookings at five checkpoints, or let River compute the percentiles for you.

  3. Write criteria from real calls

    List the behaviors your best reps show on discovery and demo calls, each with the evidence that confirms it.

  4. Plan and run each checkpoint

    Set the new rep's dates in Ramp Plan, then log each checkpoint yourself or ask River to run it on the day.

What's in the template

The band, the tracker, and the evidence behind every certificationRamp Benchmark with the historical band, Milestone Tracker against it, and Certification Status with evidence.
Sales Rep 30-60-90 Ramp Plan Template
RiverRamp Benchmark

Ramp Benchmark

Wrenfield Data's own last 8 hires who reached full quota, cumulative bookings by checkpoint.

Day25th pct.Median75th pct.Generic curve
30$0$0$1,025$0
60$4,200$10,750$19,125$12,500
90$21,425$37,700$55,375$37,500
150$112,850$136,200$153,375$125,000

The generic curve sits inside the band at every checkpoint. It is the missing range around it that causes the trouble.

RiverMilestone Tracker

Milestone Tracker

Two hires, same checkpoints, checked against the band above.

HireDay 90Day 150Nearest match
Priya ChalmersOn paceOn paceInside band throughout
Marcus WebbBehind, precedentedBehind, divergingH5 (slowest successful hire)

At day 90 Marcus sits $900 from H5. By day 150 he is $20,400 (33%) behind H5's own pace.

RiverCertification Status

Certification Status

Each criterion needs specific evidence, not a manager's general impression.

CriterionPriyaMarcus
Names the incumbent by discoveryMet, Feb 24Not yet met
Engineer on call before demoMet, Mar 2Not yet met
Quantifies cost of status quoMet, Mar 30Not yet met
  • Ramp Benchmark sheetEach past hire's cumulative bookings at day 30, 60, 90, 120 and 150, with the percentile band.
  • Certification CriteriaFive behaviors drawn from top performers' calls, each with the evidence it takes to confirm it.
  • Ramp PlanOne new rep's checkpoint dates, the band at each and the behaviors due by each one.
  • Milestone Tracker sheetThe rep's bookings at each checkpoint against the band, with a verdict and the closest past hire.
  • Certification Status sheetEach behavior for each rep: target checkpoint, status, evidence and the date it was confirmed.
  • Manager CheckpointsA dated record of every checkpoint review, worked through for two reps on the same band.

Common questions

What should a sales rep ramp plan include?

A sales rep ramp plan needs a checkpoint every 30 days until full quota, each with a bookings range from your past hires and the behaviors due by then. Add the evidence that confirms each behavior, what happens after a slow checkpoint, and a ramped quota that matches the comp plan.

How long does it take a new sales rep to ramp?

B2B account executives take about six months on average. The Bridge Group's 2026 survey of 158 companies put the average ramp to full productivity at 6.2 months, the longest since its survey began in 2006. Your own figure depends on deal size and sales cycle, so measure it from reps you have already hired.

What is a ramped quota?

A ramped quota is a reduced quota for a new rep's first months, rising step by step to the full number. One version is 0%, 25%, 50% and 75% of full quota in months one to four, then the full amount. It decides what the rep is paid against while ramping, so it belongs in the written comp plan.

When should you worry about a new sales rep?

Worry when a new rep falls below the 25th percentile of your past hires and then drops clearly behind the past hire they most resemble. One checkpoint below the median isn't a warning, since about half your successful hires were below it too. Missing behaviors on live calls can show trouble sooner.

What if we've only hired two or three reps who fully ramped?

Two or three ramped reps are enough to start, but show each one's numbers side by side instead of a percentile band, and say the sample is small. A band built from so few people describes them, not your sales process. Add every new hire who reaches full quota, and switch to a band once you have five.

Is this sales rep ramp plan template free?

Yes. Download the three Word documents and three CSV sheets with no signup. They come filled in for a made-up software company with eight past hires and two new reps, so you can see how each file works before adding your own. Edit with AI opens the same files in a free River workspace.

What does Edit with AI do?

Edit with AI opens the template in a free River workspace. River asks for your past hires' bookings at each checkpoint, plus recordings or notes from your best reps' calls. It builds the band, writes behavior criteria from what the calls show and drafts the new rep's ramp plan. It uses only the hires, calls and numbers you send.

Sources

  1. The Bridge Group. “AE Models, Motions & Metrics: 2026 Research Report.” bridgegroupinc.com (opens in a new tab)

  2. Microsoft Support. “PERCENTILE.INC function.” support.microsoft.com (opens in a new tab)

  3. Kirkpatrick Partners. “The Kirkpatrick Model.” kirkpatrickpartners.com (opens in a new tab)

  4. Huthwaite International. “SPIN Selling: A Complete Guide to Sales Success.” huthwaiteinternational.com (opens in a new tab)

  5. Forrester. “The State Of Business Buying, 2026.” forrester.com (opens in a new tab)

Written by

Chandler Supple

Co-founder & CEO, River

Chandler has spent the last six years working in AI, building tools for millions of users and Fortune 100 companies. In 2025, he co-founded River to build a new kind of operating system for AI agents.

Reviewed by

Brian Joseff, Co-founder, River