30-60-90 day plan
Say who is starting, in what role and when. Get a plan with 30, 60 and 90 day goals.
Nothing sends until you start, and you can change anything afterwards.
What you get
- Text in the chat Copy it wherever you need it. Keep chatting to adjust the tone, length, or wording.
Templates
Sales rep 30-60-90 day plan
- A plan from before day one through day 90, ramping toward the quota
- A checklist of accounts to set up, including HubSpot and Gong
- A flag to have the commission plan in hand by day 30
Engineer 30-60-90 day plan
- A plan from before day one through a 90 day review, with dates
- Account setup for GitHub and Datadog, and shadowing before the on-call rotation at day 60
- Placeholders for the buddy, IT and HR contacts
New manager 30-60-90 day plan
- A plan that puts listening first, since this is a first-time manager taking over a team
- Weekly 30 minute 1:1s with a focus for each person
- One thing to get right in week one: tell the team what will not change yet
How it works
- Give the new hire's name, role, team, start date, and manager, plus the tools the role uses if you know them.
- askROI's Plan a new hire's first 90 days tool writes the plan in the chat: a pre-start checklist, an hour by hour Day 1 schedule, a Week 1 checklist, 30, 60, and 90 day goals, key contacts, and a tools access table.
- Copy the plan into your onboarding doc or task tracker, or keep chatting to adjust the schedule, goals, or buddy.
What people use it for
- Before Day 1 line up accounts, equipment, calendar invites, and an onboarding buddy ahead of the start date.
- First day give the new hire a clear schedule focused on setup and meeting the team, not deep work.
- First 90 days set goals the manager and new hire can check in against at 30, 60, and 90 days.
- Role-specific starts tailor the documentation, tools, and first tasks to what the role actually uses.
Questions
What is in the plan?
A pre-start checklist (welcome email, accounts, equipment, calendar, buddy, workspace setup), a Day 1 schedule by the hour, a Week 1 checklist, goals for 30, 60, and 90 days, a key contacts table, and a table of tools the new hire needs access to.
Does it change by role?
Yes. The tools, reading list, first tasks, and goals follow the role you give. An engineer's first week looks different from a salesperson's.
How is this different from the AI Checklist Generator?
The checklist generator makes a printable PDF checklist for any event or process. This tool builds a plan for one person joining one team, with a dated schedule, goals, and contacts, and returns it as text in the chat.
What does it not do?
It does not create accounts, send the welcome email, or book meetings. It writes the plan for the manager and HR to run, as text in the chat.