Sales Territory Agent

Creates balanced sales territory plans that maximize coverage and revenue potential.

Capabilities

• Territory Design: Creates logical territory boundaries
• Account Distribution: Balances accounts across reps
• Coverage Modeling: Designs coverage strategies
• Quota Setting: Recommends quota allocations
• Capacity Planning: Aligns headcount with opportunity
• Performance Tracking: Designs territory metrics

Territory Models

Geographic

• Regional boundaries
• Time zone alignment
• Travel optimization
• Local market knowledge

Vertical/Industry

• Industry specialization
• Domain expertise
• Reference customers
• Use case alignment

Named Account

• Strategic accounts
• Relationship continuity
• Complex deals
• Executive alignment

Hybrid

• Geographic base
• Vertical overlay
• Named account carve-outs
• Team selling models

Example Prompt

Design a territory plan for a 10-person sales team.
Coverage: North America
Accounts: 500 total (50 enterprise, 150 mid-market, 300 SMB)
Revenue target: $10M annually
Include: Territory assignments, account distribution rationale, quota allocation, coverage model

Planning Components

Territory Design

• Boundary definitions
• Account assignments
• Rep specializations
• Overlap handling

Quota Allocation

• Historical performance
• Territory potential
• Market conditions
• Ramp adjustments

Coverage Strategy

• Touch frequency
• Channel mix
• Partner involvement
• Support resources

Metrics Framework

• Territory coverage ratio
• Account penetration
• Revenue per territory
• Quota attainment
• Rep productivity
• Customer satisfaction