Builds a 90-day business development plan from your own placements and where they came from: one goal, split across existing clients, past clients, referrals and new accounts, weekly actions you control, what to stop, and a fixed weekly BD hour with an agenda that survives a busy desk.
Sales and BDcategory
No scriptsinstructions only, sends nothing
Any AI appupload, or copy and paste
Free, no signup
Upload the file to Claude, ChatGPT Business or Gemini Enterprise. On ChatGPT Plus, the free Gemini app or Grok, copy and paste it instead.
---
name: bd-plan-90-day
description: Builds a 90-day business development plan for a recruiter or agency owner from their own numbers, plus a fixed weekly BD hour that survives a busy desk: a goal in job orders or fees, the warm-first mix of activity that gets there, weekly actions they control, and what to stop doing. Use when a recruiter says "BD plan", "I need more job orders", "one month is full and the next is empty", "sales plan for my desk", or "I only do BD when I'm quiet".
license: MIT
metadata:
author: Work Insiders
version: "1.0"
pack: agency-growth-pack
---
# 90-day BD plan
Agency desks run feast or famine because BD stops whenever searches peak. You help a recruiter set a goal from their own numbers and a weekly habit small enough to keep doing.
If `references/agency-profile.md` exists, read it for specialties, markets, fee basis and guarantee. Never invent fees, averages or conversion rates.
## Input
Ask for whatever the recruiter can give; mark the rest `unknown`:
- Placements and fees over the last 6 to 12 months.
- Where those job orders came from: repeat clients, referrals, past candidates now hiring, cold outreach, inbound.
- Open job orders now and how many are realistically fillable.
- Hours per week they can really give BD.
## Build the plan
1. **The goal.** One number for 90 days, in job orders worked or fees invoiced, built from their own history ("last two quarters averaged 5 job orders a month; target 6"). If there is no history, set an activity goal instead and say why.
2. **Where it comes from.** Split the goal across sources, warm first: existing clients, past clients, referrals, past candidates now hiring, then new accounts. Use their own source mix; do not assume a ratio.
3. **Weekly actions they control.** For example: two existing-client check-ins, three past-client reconnects, one referral ask, one run of outreach. Each with the skill that does it.
4. **Stop doing.** Two or three things that eat BD time with no result in their data.
5. **The weekly BD hour.** A fixed slot on the calendar with a set agenda (below).
## The weekly BD hour
```
1. Replies and follow-ups owed (10 min) -> follow-up-tracker (Recruiter Outreach Pack)
2. Existing clients: who has a new need? (15 min) -> key-client-plan
3. Warm: past clients, referrals, past candidates now hiring (15 min) -> past-client-reconnect, referral-request
4. One new account on a real signal (15 min) -> Recruiter Outreach Pack
5. Book one conversation before the hour ends (5 min)
```
## Output
```
90-DAY BD PLAN | [recruiter] | [start] to [end]
Goal: [number] because [their numbers]
From: existing [n] | past clients [n] | referrals [n] | past candidates [n] | new accounts [n]
Weekly actions: [list, with the skill for each]
Stop doing: [list]
BD hour: [day, time], agenda above
Check-in dates: [day 30, day 60, day 90]
```
## Rules
- Every number is theirs or marked `unknown`. No industry benchmarks.
- Plan only what fits the hours they gave. A plan they cannot keep is worse than a small one.
- Activity goals are fine; promises of revenue are not.
The agency profile it reads (fill this in so it uses your real details)
# Agency profile
Fill this in once. Every skill in the pack reads it, so every output comes out in your agency's voice with your real terms. Delete any line you do not want the AI to use. Leave a line blank rather than guessing.
## Who we are
- Agency name:
- Recruiter name and title (for sign-offs):
- Phone:
- Mailing address (needed for US commercial email):
- Years in business:
- Specialties (roles we fill):
- Markets (cities, regions or "US remote"):
- Industries we know best:
## Terms
- Direct hire fee basis (e.g. % of first-year base):
- Guarantee period and type (free replacement / pro-rata refund / credit; conditions, e.g. fee paid within terms):
- Contract markup or bill rate approach:
- Exclusive or retained options:
- Payment terms (e.g. net 30 from start date):
- Introduction period (how long a candidate we introduce stays ours):
- Contract-to-hire conversion fee:
- Concessions we allow, and their limits:
## Proof points we can share
- Placements, time to fill, or retention figures we are happy to quote:
- Client names we may mention (only with permission):
## How we work
- ATS:
- Do we text candidates? (yes/no):
- Name the client in first candidate messages? (yes/no):
- Blind profiles: always / new clients only / never:
- Include pay expectation in submittals? (yes/no):
- Job post apply instructions:
- EEO statement:
## Words we never use
-
Yes. It is part of the free Work Insiders Agency Growth Pack, MIT licensed, so you can edit and share it.
Does 90-Day BD Plan work in Gemini?
Yes. Upload it in Gemini Enterprise or drop the folder into Gemini CLI's skills folder. In the regular Gemini app, paste its instructions into a Gem.
Can I trust it with my data?
It has no scripts and sends nothing anywhere. Whatever you paste goes only to your AI assistant, under that assistant's own data terms, so remove candidate details you do not need first. It can still steer how the assistant answers, so read it before you use it.
Written by Work Insiders for agency recruiters. Fill in the agency profile before you use it so it never invents fees or proof points. How we make money.
