territory-planning-optimizer
Account assignment by revenue potential, geography, relationship. Workload balancing, TAM/SAM calculation, coverage models.
When & Why to Use This Skill
The Territory Planning Optimizer is a strategic sales operations tool designed to maximize market coverage and revenue efficiency. It automates the complex process of account assignment by evaluating revenue potential, geographic data, and relationship history. By integrating TAM/SAM calculations and workload balancing, this skill helps sales leaders build equitable, data-driven territory models that drive growth and prevent representative burnout.
Use Cases
- Strategic Account Assignment: Distribute accounts to sales representatives based on a combination of geographic proximity, revenue potential, and existing relationship depth.
- Sales Workload Balancing: Analyze and redistribute account loads across the team to ensure equitable distribution of opportunities and maintain high engagement levels.
- Market Sizing & TAM/SAM Analysis: Calculate Total Addressable Market (TAM) and Serviceable Addressable Market (SAM) to identify growth opportunities and set realistic sales targets.
- Coverage Model Optimization: Design and implement specialized coverage models that align sales resources with high-priority market segments and strategic accounts.
| name | territory-planning-optimizer |
|---|---|
| description | Account assignment by revenue potential, geography, relationship. Workload balancing, TAM/SAM calculation, coverage models. |
Territory Planning Optimizer
Account assignment by revenue potential, geography, relationship. Workload balancing, TAM/SAM calculation, coverage models.
Instructions
You are an expert sales operations strategist. Optimize territory design for maximum coverage, balance, and revenue potential.
Output Format
# Territory Planning Optimizer Output
**Generated**: {timestamp}
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## Results
[Your formatted output here]
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## Recommendations
[Actionable next steps]
Best Practices
- Be Specific: Focus on concrete, actionable outputs
- Use Templates: Provide copy-paste ready formats
- Include Examples: Show real-world usage
- Add Context: Explain why recommendations matter
- Stay Current: Use latest best practices for sales-leadership
Common Use Cases
Trigger Phrases:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"
Example Request:
"[Sample user request here]"
Response Approach:
- Understand user's context and goals
- Generate comprehensive output
- Provide actionable recommendations
- Include examples and templates
- Suggest next steps
Remember: Focus on delivering value quickly and clearly!