Skip to main content

"Dealt with Sam, top bloke. Managed to get me placed within a week! Really friendly and easy to deal with. Always available for a call, and my biggest challenge was I was in work at the time I was looking for my next opportunity (which is stressful) but Sam made that easy. Highly recommend."

Philip Fitzsimon

90 Day Business Plan Presentation

‘Given a ‘blank sheet of paper’, what would you do in the first three months/90 days?’

So, you’ve succeeded at the first interview and have now been tasked with a second interview presentation. 

The most common second interview task that we encounter is along the lines of:

‘Given a ‘blank sheet of paper’, what would you do in the first three months/90 days?’ 

Why Do Sales Employers ask for Presentations?

For me, the reasons are two-fold.

First, it is a test of your commitment.  Do you choose to go down to the pub on a Sunday afternoon rather than spend four hours on a presentation, and;

Two, it offers the prospective employer the chance to understand better your professional approach and the process you will employ to ensure maximum return on their investment.

What is The Second Interview Task Actually Asking?

It is, in essence, ‘what’s your business plan’.  It demonstrates that you have the competency and experience necessary to succeed and that you are personally invested in their opportunity.  Executed well, it will differentiate you from the competition as an elite candidate.

How to Break The 90-Day Task Down

A logical and practical format is to break the presentation down into your planned activity in the first weeks and months in the role.

As with all presentations, less is more in terms of written text.  You don’t want your audience to read your presentation and ignore you; instead, they should take cues of your thinking from the slides.  This will enable you to utilise your presentation skills to elaborate on bullet points and your personality and charisma to ensure you engage your audience.

How to Present at a Second or Final Interview

An effective presentation is a dialogue, a gateway to enquiry and further discourse, rather than a lecture or a monologue.  Invite questions, seek agreement and gauge comprehension, offering clarification whenever necessary.

Ensure you remain concise and relevant in your answers whilst being generous with information.  Relate this to your professional experience and give examples of similar situations you have encountered, how you dealt with them, and what positive outcomes you achieved.

Be alert to body language and non-verbal cues that may indicate allies in the room or individuals that require further reassurance regarding your suitability for the role.  To aid you in this, ensure that you address yourself to everyone in the room, regularly shifting your attention and eye contact to ensure no one feels excluded.  This will assist you in building rapport with your audience.

Additional information on how to succeed in a panel interview can be found here - How to Wow at a Panel Interview

 

Do’s and Don’ts of Second Interview Presentations

The Do’s!

  • Do your research – Know the company, the job responsibilities, and the team you’ll be joining. Every business plan must be researched and personalised to the company and the opportunity in question.
  • Do tailor your presentation to every opportunity - It is immediately obvious when a generic format is recycled. It can therfore be damaging, demonstrating indifference or contempt for your audience and the opportunity.
  • Do import and insert their company logo and format with their brand colours. It may be wise to ask permission beforehand out of politeness and not to infringe trademarks/copyright.
  • Do reference their specific products or services, their customers and competition.
  • Do include verified numbers and data wherever available. Make realistic growth projections based on your understanding of their expectations and marketplace.  It doesn’t matter if this does not entirely align with the company, as long as you can elaborate on your thought process and conclusions.
  • Do practice – Practice your presentation out loud in a location similar to where you’ll be presenting.
  • Do make it visual presentation to engage the audience and explain your points. No one likes ‘Death by PowerPoint’!
  • Do be prepared to be challenged on your presentation. Most sales leaders will want to see how you respond to objections.
  • Do prepare questions for the interviewers.
  • Do arrive early to give yourself enough time to get set up and relaxed
  • Do ensure it is saved to an older version of your presentation software. If prepared in the latest version, it can sometimes skew the formatting on older editions.
  • Do start with an agenda and invite them to ask questions throughout.
  • Do use the final slide as an opportunity to close. You are a sales professional in a sales meeting. The final slide should be either i) Where do we go from here? Or, if you're very confident ii) When do I start!  See Closing a Sales Interview

The Don'ts!

  • Don’t be overly casual. I like the odd joke, but on the whole, keep your presentation professional and don’t use slang or jargon.
  • Don’t be too long-winded – Stick to the essential points and keep your presentation concise.
  • Don't forget to bring all the necessary materials and have a ‘Plan B’. I always recommend taking your presentation on a USB Stick as well as having it on your laptop. Also, copy it to your ‘phone just in case and then you can email it to the hiring manager.

Example 90 Day Business Plan Second Interview Presentation

Below is an example of a basic business plan you can utilise.  This requires personalising to each opportunity.  You may wish to preface it with a slide detailing you and your credentials and a concluding slide summarising your suitability and inviting questions-  

Week 1

  • Understand internal functions and processes.
  • Get to know internal and external colleagues.
  • Gain clarity on all reporting and administrative responsibilities.
  • Fully align with company strategy and goals
  • Introduce myself to all levels of staff
  • Understand and comply with all company rules
  • Fully understand sales targets and company expectations
  • Update with line manager – informal review of week one

Month 1

  • Gain a fundamental level of product/service knowledge and potential applications
  • Understand markets and potential avenues for growth
  • Gain an understanding of all existing/lapsed end user and distribution accounts.
  • Contact and visit existing accounts by geographic area
  • Understand product/service features and benefits to potential users
  • Build a base pitch for key products/services
  • Build knowledge of existing markets, end users and their needs
  • Update with line manager – formal review of month one

Month 2

  • Research market sectors to begin Pipeline formulation.
  • Identify target accounts and populate the Pipeline
  • Define a map of accounts /prospects for efficient territory planning
  • Create targeted Features & benefits approach by Products /Market sectors
  • Gain knowledge of main competitors –strengths & limitations
  • Understand how we are perceived in the market
  • Build a twenty-day journey plan based on postcodes and geographic area
  • Have a prospect list prepared for each postcode
  • Research and visit all existing customers and update CRM
  • Prospects with potential to be added into the journey plan so that regular contact is made
  • All prospects to be added into sales pipeline and kept up to date
  • Update with line manager – formal review of month two

Month 3

  • Have a solid pipeline of accounts being worked and closed
  • Increased turnover and lines in existing accounts
  • Monthly sales targets being achieved
  • Reports presented to RSM on all activity
  • Re-visit initial training
  • Customer visits with Technical support colleagues
  • Customer visits with Sales colleagues
  • Progress opportunities to Buying Platform
  • Continue to review and critique pipeline
  • Update with line manager – formal review of month three

3 Months +

  • Product knowledge is continually growing
  • New account Targets being hit
  • Sales pipeline is continually being added to and worked
  • Monthly targets being exceeded
  • Meeting KPI’s set by line manager
  • Growth from existing accounts
  • Lapsed accounts being reactivated
  • Ongoing formal reviews

Date published: 28th February 2024

A photo of Simon Bonner, Aaron Wallis Sales Recruitment

About the author

Simon Bonner

With over 25 years in B2B sales and recruitment, Simon is an English Graduate from UEA and specialises in recruiting commercial and FMCG sales positions. Simon joined the sales recruitment industry in 1998 before progressing into field sales and returning to recruitment in 2015. As an Associate Director, Simon is well placed to understand the needs of clients and candidates' needs, having spent ten years selling electronic security and managing National Accounts within OEM manufacturers and distribution channels. An avid Luton Town football fan, Simon dotes on his two daughters and enjoys keeping fit, socialising, food and wine.

Please call us to discuss your next move

Milton Keynes

Birmingham

Bristol

Our employers say...

George is a joy to work with, and I'd recommend him to anyone seeking that unicorn hire - he found me mine, and I'm delighted!

Director, Education Support

Giles is highly professional and was a pleasure to work with. He achieves excellent results through his personable skills and tenacity. I have no hesitation in recommending Giles to anyone who considers employing his services.

Commercial Director, G4S Government & Outsourcing Solutions

Really good service. Just the right amount of contact and easy to deal with.

HR Manager, Zircon Software Ltd

I really liked the YouTube presentations which made the service seem both simple and accessible. The company came to see me, and my management team, at short notice to present their service and I liked the support and advice that I received about maximising the results from the applicant.

Managing Director, Leisuresec plc

In an industry where people over promise and under deliver, Rob and his teams have consistently provided a high-quality service. It is great to deal with someone that has an excellent understanding of UK industry, and a passion for sales.

Sales Manager, TR Fasteners

Thank you for your dedicated help during the recruitment process - we came to you after unsuccessfully searching elsewhere, and hired, not one, but two! Quick response times, and a really personal approach, without being pushy.

Managing Director, Accora Ltd

Understood the type of person we were looking for and good follow ups - not too frequent.

Managing Director, bigHead Bonding Fasteners Ltd

We were impressed not only by the quality of candidates you found for us but also the level of information, preparation and qualification you put into the process. You continually kept us informed of each person’s feelings about the process, which is very important but often overlooked. I am looking forward to working with your company again in the future.

Commercial Director, Incentive Facilities Management

George came recommended by a colleague and has been a pleasure to work with. He was great at updating us on his progress and ensured a great experience for both client and candidate.

HR Manager, Annapurna Recruitment Ltd

I could not suggest anything I would like you to do better. The service you provided materially exceeded my expectations. I would especially like to commend Simon Bonner; he is easily the best recruitment consultant I have ever dealt with. I particularly valued his advice and guidance throughout the recruitment process. 

UK Sales Manager, BTS Holdings Limited 

I just wanted to thank you for your help with our recruitment process which went very smoothly and has – we hope – found us just the person for the job!

Managing Director, Citrefine International Ltd

Rob is a true recruitment professional that goes the extra mile that I have never experienced from any other recruitment agency before. If you need sales people call Rob or someone in his team, as they really are experts in sales recruitment.

Sales Director, Inside Business

Aaron Wallis has continuously provided us with suitable candidates that have been proactively sourced. Having used countless recruitment companies, Aaron Wallis are the only company that I can count on to deliver.

Managing Director, JARK Healthcare Recruitment

I have always found Rob to be very knowledgeable about our industry sector, and it is refreshing to see after all of these years that Rob continues to quickly and accurately understand my requirements.

HR and General Manager, THK

Sophie did a great job at understanding our business and our needs, she is extremely professional and we hugely benefitted from her experience and expertise.

HR Manager, The Data Privacy Group Ltd

Very professional service and will certainly be in contact for future recruitment.

Director, Blakedown Sport & Play Ltd

Since joining DSGi, Rob has been a supplier of permanent staff and has performed to an extremely high standard, successfully filling 98% of roles he has worked on. If anyone is looking for a good sales and marketing based consultancy with an informal yet professional approach, I would recommend Rob.

Senior Recruitment Consultant, DSG International

I can't fault Sam or AW! Sam was a pleasure to work with and provided great support from the start. Sam always provided me with timely updates when required and provided outstanding candidates!

Director, Waste Managed Ltd

Thanks for all your help during the recruitment process. I have been extremely impressed with Aaron Wallis especially when compared to other agencies we have dealt with. I really felt you grasped the type of person we required and found strong candidates.

UK Sales Manager, Nexcom

As always we were extremely impressed with Rob's understanding of the role and our specific needs.

Managing Director, Speck & Burke

I have used Aaron Wallis to fill a number of our Sales Development Manager roles and I have found them to provide a very professional service. I will use their services again in future recruitment campaigns.

HR Business Partner, Greene King

Rob’s knowledge of the recruitment industry and his thoughts and how to make it better for his clients have always been eye opening. I would recommend Rob to anybody who is looking for a professional, knowledgeable and flexible recruitment specialist.

CEO, Friday Ad Online Services

We appointed Aaron Wallis in February and the successful candidate, out of the six which Aaron Wallis introduced, was able to join Alphametrics before the end of April. The whole process took less than three months. I would recommend Aaron Wallis' services to others without hesitation.

Chief Financial Officer, Alphametrics

Giles Phillips is a rare find in the minefield of sales recruitment; an honest and thoughtful recruiter who considers the needs of both the client AND the candidate to create perfect role matches. I look forward to working with him again in the future.

Marketing Director, City of London Police

I found Aaron Wallis to be very professional and efficient, taking time to understand the role and the type of candidate we were looking for. The candidates they put forward met our criteria and were of a high standard. The service they provided was exemplary and I would have no hesitation in recommending them, and will certainly consider using them again in the future.

HR Assistant, Fischer Connectors Ltd

George is a rare find in the world of recruitment - communicative without being pushy or over-bearing. He listens and understands what the customer needs as gets to know the business to ensure he provides fully competent candidates who fit.

HR Manager, Big Dug

Generally good standard of candidates. Especially liked the personality profile. Overall good value for money and will certainly use you again.

Managing Director, Medicash

Our candidates say...

Very good advice and support was given during the course of the interviewing process. Potential job seekers would be well advised to use this company whilst looking for their new career.

R. Speakman, Candidate

Perfect from start to finish. Simon deserves a shout out. Best recruiter there is. If you need a job, this guy will get you one. He's like the super man of recruiters. Top man, can't recommend him enough.

M. Crisp, Candidate

Aaron Wallis Sales Recruitment are a very friendly and professional recruitment organisation who listen to your needs, work with you and act on your behalf which sets them apart from many of their competitors who in my experience are willing to throw anything at you. We discussed my history, my preferences and my wishes - one opportunity was introduced. It was perfect. I start at the end of June.

R. Buckley, Candidate

Wanted to say a huge thank you to Simon Bonner who has just helped me secure my new role. He was one of the most professional recruiters I have ever worked with.

J. Marcinkiewicz, Candidate

Excellent service, very professional and friendly, would and have, recommended Aaron Wallis.

E. Heley, Candidate

George Humphries was a complete professional at every point, from our first phone conversation to his “good luck tomorrow” text on Sunday before I started in my new role.

E. Fry, Candidate

Excellent experience. Knowledgeable staff and really went the extra mile. Found my ideal position and I couldn't be happier. Special shout out to Sam and George: who made the process smooth and easy for me. Highly recommend.

K. Pearce, Candidate

I would highly recommend thank you to Darren for helping me secure my new job role! Excellent service all round!

G. Thompson, Candidate

Wanted to say a huge thank you to Simon Bonner who has just helped me secure my new role. He was one of the most professional recruiters I have ever worked with he was supportive really quick at replying and really put me at ease.

J. Marcinkiewicz, Candidate

I can honestly say that the time and expertise you gave me was way beyond any other recruitment consultant I dealt with. You are a rarity in your industry.

S. Akers, Candidate

A great recruitment company to work with. Excellent experience with Aaron Wallis through the entire recruitment process. The team was really professional and extremely helpful. Darren was a pleasure to work with. He was friendly, supportive and gave me great advice. Thank you very much!

A. Bauchet, Candidate

I had a great experience. Helped me every step of the way to get my new job. Sophie was very polite, kind and helpful!

J. Parnham, Candidate

George is a fantastic recruitment agent and provides a great service. It was a pleasure I thoroughly recommend George to anyone.

C. Beaugie, Candidate

The staff at Aaron Wallis were fantastic. Throughout the process, they maintained excellent communication and I always knew where I stood.

M. Owusu, Candidate

Friendly, proactive, communicative. Overall a really positive experience.

R. Houston, Candidate

When talking with Simon you felt relaxed cared to help you find a position that suited your needs

D. Pinder, Candidate

Rob was really helpful when I was putting together a presentation for the second stage interview. Overall their communication was great and kept me updated of any progress

J. McGrattan, Candidate

Fantastic service, helped me find my ideal job quickly and smoothly. Would highly recommend them.

C. Caine, Candidate

The service provided by Aaron Wallis has been just great. I was constantly informed about what was going on with the process interview and the agent has always been supportive and kind to me.

L. Colagrossi, Candidate

Aaron Wallis is an outstanding recruitment agency specialising in high calibre sales positions. I was working directly with Darren Dewrance who went above and beyond my expectations in sourcing me my perfect role. I was kept in regular communication with Darren and he worked extremely hard to secure my dream job. Highly recommended and Thanks Darren for all your expertise and hard work.

R. Sealy, Candidate

Professional and responsive from start to finish. I would highly recommend. Special thanks to Sophie J for her help and support throughout.

N. Leney, Candidate

For anyone looking for work, I can't recommend Aaron Wallis highly enough.

C. Rockliffe, Candidate

I have to say using Aaron Wallis Recruitment has been nothing but an absolute pleasure. I've used many agencies over the years as the client and the candidate and its not always been a pleasurable experience!

L. Knowles, Candidate

I had the absolute pleasure of working with George Humphries on finding a placement best suitable for me.

A. Van Der Mescht, Candidate

I had a very good experience with Aaron Wallis. The company itself is offering great content for all things related to the hiring process. I definitely recommend.

J. Ostermeier, Candidate

The Recruitment agent I used, Simon, was extremely helpful and really went the extra mile to ensure all of my questions were answered, and that I felt as comfortable and prepared as possible. Very professional company and would definitely recommend to others. Thank you Aaron Wallis!

A. Callaby, Candidate

Fantastic customer service, communication was brilliant, happy polite people to talk to, made everything a lot easier and smoother. Thank you for all your help getting me back in the work force, Keep up the good work :-)

K. Everitt, Candidate

Sam was by far the most professional and helpful of any individual I've ever dealt with through a recruitment agency. He was supportive and thorough throughout the process. He definitely goes the extra mile for you. A pleasure to deal with. I would highly recommend him. An asset to Aaron Wallis

M. Wyer, Candidate

Less than two weeks after joining Aaron Wallis I was offered my new job. I got a £10,000 rise in my basic salary, car allowance, a laptop and many other perks, which will help to further my career. I definitely would not have found my dream job without the help of Aaron Wallis.

C. Hoy, Candidate

The most professional recruitment agency I've ever worked with. Robert Scott was extremely proactive and send me a detailed briefing before each interview, ensuring I was well prepared.

D. Bermant, Candidate

Sophie has been fantastic and always so attentive, highly recommend.

T. Ashbourne, Candidate

Very polite and friendly and was very helpful finding me my next new role.

K. Craggs, Candidate

Good swift process with Aaron Wallis, informative regarding the role and the process was moved at a good pace with healthy interaction. Would recommend them to anyone pursuing a change.

S. Bartlett, Candidate

I have to say coming across and having dealings with Aaron Wallis proved to be very successful. Being highly experienced did not seem to count for much during my job search bit a conversation with Robert Scott gave me a real confidence boost and enabled to get a position at the age of 63. Great service!!!

D. Burgess, Candidate

George above and beyond to make sure I had everything I need to secure my new role. Outstanding Professional.

A. Kirkland, Candidate

Sophie helped me secure a new role I have been searching for. She took her time to explain clear and concisely all I needed to succeed at the interview stage. Thanks again Sophie!

O. Oladejo, Candidate

Managed to get me placed within a week! Really friendly and easy to deal with. Always available for a call and my biggest challenge was I was in work at the time I was looking for my next opportunity (which is stressful) but Sam made that easy.

P. Fitzsimons, Candidate

I would highly recommend Aaron Wallis Recruitment, Darren was extremely helpful and provided me with plenty of advice and support throughout the whole process.

D. Bretherton, Candidate

Simon was knowledgeable on his clients history, background and what their requirements were and he worked around time zones, holidays and a pandemic to get the right result.

J. Tooze, Candidate

Aaron Wallis (and in particular Rob Scott) have been fantastic throughout the recruitment process, and even a few months down the line, still continues to care. Rob clearly cares about each individual and has a wealth of knowledge and expertise, which shows in the work he does. Each candidate is not just a number, and the support received from Aaron Wallis has helped me get a career which I truly enjoy.

M. White, Candidate 

Sophie contacted me about a role explained the details clearly and made sure I was ready for the interview. She kept in touch every step of the way till I started the job. Thank you Sophie for a great experience.

S. Powell, Candidate

Darren at Aaron Wallis was really encouraging and helpful. He was very responsive and regularly made phone calls to explain the job opportunities available, and guided me through the application process.

A. Brown, Candidate

The detail put into the preparation for interviews and the detail of the job description was first class. Rob and Simon in particular are amongst the best I've ever dealt with.

K. Peacock, Candidate