30 / 60 / 90 Day Plan

Built to hunt.
Built to close.

A working plan for the Business Account Executive role at Spectrum Business — how I ramp fast, build a pipeline that doesn't run dry, and become a consistent top performer across the Bozeman market.

RoleBusiness Account Executive
TerritoryBozeman & Gallatin Valley — 1hr radius
ApproachSales hunter, systems-backed
Phase One

Learn the Business, Build the Foundation

DAY30
Target outcome — fully ramped on product, process, and territory; first meetings booked
Get fluent, fast
  • Master the Spectrum Business product suite — Internet, Voice, TV, and fiber solutions — well enough to explain value in plain language, not spec sheets.
  • Learn the CRM, quoting tools, and sales process inside and out so paperwork never slows down a close.
  • Shadow top-performing reps and managers to learn what separates a good pitch from a great one.
Know the territory cold
  • Map every business corridor within an hour of Bozeman — Belgrade, Livingston, Manhattan, Three Forks, Big Sky — and build a target account list by vertical.
  • Identify quick-win segments: hospitality, healthcare, retail, and ag-related businesses that need reliable connectivity.
  • Start building relationships with local Chambers of Commerce and business associations as a long-term referral channel.
Put in the reps
  • Set a daily activity floor from day one — the same door-knocking discipline that got me 15 booked inspections a week in roofing sales, translated into calls, drop-ins, and set meetings.
  • Treat every rejection as data, not a setback — refine the pitch and keep moving.
  • Exit Day 30 with a real, working pipeline instead of a plan to build one later.
Phase Two

Build Momentum, Start Closing at Pace

DAY60
Target outcome — hitting ramp quota, pipeline growing faster than it's closing
Sell consultatively, not transactionally
  • Apply the same consultative approach that made me a top performer statewide at Verizon — understand the business first, then match the solution.
  • Tailor the pitch by vertical instead of using one generic script for every prospect.
  • Track every win and loss to see what's actually working and cut what isn't.
Turn activity into a system
  • Keep prospecting volume high even as deals start closing — a full pipeline today protects next month's number.
  • Start asking every closed account for referrals and introductions — the fastest path to warm leads in a tight-knit business community like Bozeman.
  • Build a rhythm: prospecting blocks, follow-up blocks, and admin blocks, so nothing falls through the cracks.
Own the follow-through
  • Bring the same close-the-loop mentality from freelance B2B sales — clients don't leave a soloprenuer relationship because you follow up like it's your own business, because it is.
  • Get comfortable being the go-to Spectrum contact for existing customers, not just the person who signed them.
Phase Three

Perform at a Top-Producer Level

DAY90
Target outcome — at or above quota, with a self-sustaining pipeline and a growing referral base
Compete for the top of the board
  • Bring the same finish that put me #1 in Montana at Verizon and drove promotion from setter to closer in roofing — consistency, not luck.
  • Maintain pipeline coverage of at least 3x quota so no single deal falling through derails the month.
  • Keep raising the daily activity bar instead of coasting once quota is in reach.
Become known in the Bozeman business community
  • Be the rep local business owners think of first and refer their peers to.
  • Have active relationships with Chamber contacts and referral partners generating inbound leads.
  • Carry a reputation, built account by account, for showing up and following through.
My Edge

Tools I Build to Stay Sharp — Not to Replace the Selling

I don't wait around for a company to hand me tools — I build my own on the side, and I'll bring that same instinct to Spectrum's CRM and systems.

"The tech doesn't sell — the salesman does. Its job is to keep everything intelligent, streamlined, and lucrative."
What I'll layer on top of Spectrum's CRM

Lead-gen landing pages

Simple, fast pages for local outreach and referral campaigns, so prospects have somewhere to land right after a conversation.

AI chat assistant

Instant, accurate answers for prospects at 9pm on a Tuesday, not just during business hours — no lead waits on me to be awake.

Follow-up & prioritization

Automated logic layered on top of the company CRM, flagging which accounts need attention today versus which can wait.

Personal activity dashboards

Lightweight tracking of my own activity-to-close ratios, so I can see what's working and adjust weekly, not quarterly.

I bring this up not to sell Spectrum on replacing anything, but so it's clear what kind of rep you're getting: someone who will use every tool available — company-provided or self-built — to stay organized, follow up on time, and never let a lead go cold. The hustle closes the deal. The systems just make sure I never miss one.

Proof

Products & Businesses I've Built

I've already built and run a CRM with AI assistants woven throughout it for tracking, follow-up, and lead prioritization — the same category of system I'd bring to this role.

Bottom Line

Why This Plan Works

This isn't a theoretical plan — it's the same approach that's already worked for me: door-to-door grit from roofing, consultative selling that made me a top performer at Verizon, and the ownership mentality of running my own B2B ventures. Spectrum Business gets a rep who's excited to get rejected nine times to get to the tenth yes.

30 / 60 / 90 — Bozeman, MT