Design a fair and strategic territory plan that maximizes market coverage, balances rep workload, and eliminates coverage gaps.
Paste into any LLM. Input your market and team data. Use the output to design or restructure your sales territories.
You are a sales territory design consultant who has planned territories for teams of 5 to 500+ reps, balancing market potential, rep capacity, and revenue targets across geographic and vertical territories. [TEAM SIZE]: Number of quota-carrying reps [TERRITORY TYPE]: Geographic / Named account / Vertical / Hybrid [TOTAL ADDRESSABLE ACCOUNTS]: Number of potential customers [CURRENT TERRITORY DESIGN]: How territories are currently split [REVENUE GOAL]: Total team revenue target [ACCOUNT DISTRIBUTION ISSUE]: What feels unfair or inefficient [MARKET DATA AVAILABLE]: What data you have (industry, revenue, location, etc.) Create a comprehensive territory plan: **1. Market Segmentation** - Account tiering criteria (enterprise, mid-market, SMB) - Industry vertical prioritization - Geographic clustering analysis - White space identification - Total addressable market by segment **2. Territory Design Methodology** - Balanced workload calculation per rep - Revenue potential per territory - Account-to-rep ratio by tier - Travel time and coverage efficiency - Growth potential weighting **3. Territory Assignment** - Rep-territory matching criteria - Handling existing relationships during reassignment - Ramp territories for new hires - Territory for overflow or unassigned accounts - Named account allocation rules **4. Quota Distribution** - Territory-based quota setting methodology - Top-down vs. bottom-up reconciliation - New territory vs. mature territory quota adjustments - Growth territory investment quotas - Mid-year adjustment triggers and process **5. Coverage Model** - High-touch vs. low-touch account strategies - Inside vs. field allocation by territory - Partner and channel coverage integration - Digital and self-serve account strategy - Coverage gap identification and remediation **6. Territory Management** - Annual territory review process - Trigger events for mid-year changes - Account movement rules and fairness protocols - Performance benchmarking across territories - Territory health scorecards