Outbound Wiki

Rep ramp plan

A staged plan for moving a new outbound rep from setup and training to independent production.

A ramp plan should tell a new rep what to learn, how to use it, and what proof earns the next stage. Treat ramp as a curve of proof that leads toward full output. A schedule that jumps from zero to full productivity hides whether the rep is building capability along the way.1 For each stage, define a behavior you can observe, an output you can inspect, and a decision about what the rep tackles next. This gives the rep a path to independent production and gives you an early way to correct the plan.

Define the finish line

Start with the endpoint. Write down what the rep must know, do, and produce before you call the ramp complete.

Ramp runs from the rep's start date to the point where they consistently hit full quota. It covers product knowledge, ICP understanding, the sales process, and the ability to run a deal independently.2 For this role, the rep builds consistent pipeline for AEs by acquiring or qualifying leads.3

Use these two parts together. Output shows whether the rep is producing, while the capability check shows whether they can repeat the work without constant rescue. Move on when the rep can show both in the work itself.

Build the productivity curve

Set expected productivity by tenure before the rep starts. This gives the plan a model you can inspect and revise instead of a single end date.

A ramp assumption expresses expected sales as a percentage of steady-state productivity as tenure increases.4 One starting set of assumptions is 0% in month 1, 30% in month 2, 70% in month 3, and 100% from month 4 onward.5 Use the curve as a planning baseline, then adjust it for the actual role and person. Add the standard training period, the sales cycle, and 1 to 3 months based on how transferable the rep's prior experience is.6

Write down what supports each move up the curve. If output falls behind the assumption, check whether the gap is in product understanding, ICP judgment, process execution, or independent deal work before changing the target.

Turn the curve into milestones

Give the rep work in the order they need to handle it. Each milestone should answer a practical question: what can this person do now that they could not do at the previous stage?

A 30-60-90 day plan structures the ramp around learning in the first 30 days, applying knowledge and building pipeline by day 60, and contributing to quota by day 90.7 Use those milestones as gates and attach proof to each one:

  • Learning: the rep can explain the product, ICP, process, and target customer well enough to begin practice.
  • Application: the rep can use that understanding in prospecting and produce pipeline that fits the target customer.
  • Production: the rep can contribute to quota and run the work with enough independence to keep improving through coaching.

Get the operating basics ready before the learning stage begins. New sales hires are sometimes left without a computer, desk space, network access, or training materials, leaving them unproductive.8 Before the first training session, check the computer, desk space, network access, systems, and training materials. Move on when the rep can spend the planned time doing the work instead of waiting for access.

Put the rep into practice early

Bring real prospecting into the plan early and make coaching part of the work. Give the rep a small lesson to use, a real interaction to review, and a clear adjustment for the next attempt.

SDRs begin calling targets from the outset while operating outside their comfort zones.9 Onboarding should get SDRs used to rejection as quickly as possible.10 Put the rep into live prospecting early enough to build this experience while the plan still leaves room for correction.

Keep each practice cycle short: prepare, make the attempt, review what happened, and repeat the improved version. Move on when the rep can apply the lesson in a real conversation and explain what they would change after the call.

Protect pipeline quality

A ramp plan can create busy reps and weak pipeline if it rewards output without checking fit. Make pipeline quality part of the ramp decision.

The onboarding plan, KPIs, AE and SDR alignment, message and customer fit, clean data, and talent management all contribute to salesperson productivity and consistent, high-quality pipeline.11 Conversion rates from SDR-generated leads through qualified opportunities to won deals hold as pipeline increases when the leads fit the company's ICP.12 Stronger and more consistent pipeline produces greater and more predictable revenue.13

Review the source and destination of pipeline at each milestone. Ask whether the rep is reaching the intended customer, using the intended message, and handing over work that can progress. Move on when growing output still meets the fit standard.

Review and formalize the plan

Use scheduled reviews to decide whether the rep has earned the next stage and whether the plan itself needs work. End each review with a specific capability to practise or a clear change to the ramp assumption.

Run check-ins on day 7, 30, 60, and 90.14 At each one, compare the rep's observed work with the milestone proof, then record the next practice target. Ask, "What do you see as the biggest barrier for reps in their first 90 days?".15

Set the standard ramp for the sales segment and secure it in the compensation plan.16 If the ramp schedule is absent from the compensation plan, candidates should negotiate it.17 Keep the schedule visible to the rep so the expected curve and the basis for each review are clear.

What not to do

These mistakes create false signals about readiness and slow the learning loop.

  • Do not overload the rep with product training. Too much product training is counterproductive.18
  • Do not treat a lesson as complete without active coaching afterward.19
  • Do not let missing equipment, access, workspace, or training materials consume the start of the ramp.8

Sources

  1. 1
    “Ramp is also not a switch: nobody sits at zero for six months and then jumps to 100%.”
  2. 2
    “Sales ramp is the period between a rep’s start date and the point where they’re consistently hitting full quota. It covers everything in between: learning the product, understanding the ICP, absorbing the sales process, and building the muscle memory to run a deal solo.”
  3. 3
    “SDRs (also known as BDRs, MDRs, and LGRs etc.), are typically early-career professionals who specialize in building consistent pipeline for AEs by acquiring and/or qualifying leads.”
  4. 4
    “Next to the block ramp assumption, which expresses, as a percentage of steady-state productivity, how much we expect a rep to sell as their tenure increases with the company.”
  5. 5
    “Include ramp productivity: 0% month 1, 30% month 2, 70% month 3, 100% month 4+.”
  6. 6
    “Experience-adjusted: Take your standard training period, add the sales cycle, then add 1-3 months based on how transferable the rep's prior experience is.”
  7. 7
    “A 30-60-90 day plan structures a new rep's ramp: learning in the first 30 days, applying and building pipeline by 60, and contributing to quota by 90.”
  8. 8
    “There’s so many instances where I see a SaaS leader bringing on a new salesperson, and they don’t even have a computer set up for their first day. They don’t have desk space. They don’t have network access. They don’t have training materials to read. Instead, they are sitting around being totally unproductive.”
  9. 9
    “From the get-go, SDRs are on the phone with targets, operating out of their comfort zones.”
  10. 10
    “Get SDRs used to rejection as quickly as possible”
  11. 11
    “The right onboarding plan, KPIs, AE/SDR alignment, message/customer fit, clean data, talent management etc. all contribute to optimal salesperson productivity and consistent, high-quality pipeline.”
  12. 12
    “So long as SDRs consistently generate the right sorts of leads – those which fit the companies’ ideal customer profile – conversion rates [from SDR generated leads -> qualified opportunities -> to won deals] hold true even as pipeline increases.”
  13. 13
    “And stronger, more consistent pipeline yields greater and more predictable revenue.”
  14. 14
    “Onboarding: 30-60-90 day plan with specific milestones, training assignments, and check-ins at Day 7, 30, 60, and 90.”
  15. 15
    “the timeline in terms of ramp for your reps? Or what do you see as the biggest barrier for reps”
  16. 16
    “what is standard, and try to get a comp plan nailed down that gives you”
    5 Ways To Negotiate Your Sales Job Offer

    30 Minutes to President's ClubBack to the text

  17. 17
    “your comp plan, you should certainly be negotiating it.”
    5 Ways To Negotiate Your Sales Job Offer

    30 Minutes to President's ClubBack to the text

  18. 18
    “Limit their product training and knowledge. (You read that right. Too much product training is a no-no, and I’ll tell you why.)”
  19. 19
    “Follow-up on every lesson with active coaching.”