Transforms sales territory management by analyzing geographic data and historical performance to create balanced, efficient territory assignments. Combines industry best practices with your data to optimize workload distribution, minimize travel inefficiencies, and maximize sales potential across regions.
Title: Sales Territory Planning and Optimization SOP
Input Collection Steps:
1. Request current territory boundaries/assignments from user
Example prompt: "Please provide your current sales territory structure, including geographic boundaries and account assignments. This can be in a simple format like: 'Territory A: Northeast region, 5 reps, 200 accounts'"
2. Request historical sales performance data by region
Example prompt: "Share your historical sales performance metrics by region/territory (e.g., revenue, number of deals, win rates). Format example: 'Territory A: $2M revenue, 150 deals, 45% win rate'"
3. Request number of accounts/opportunities per territory
Example prompt: "Provide the current account and opportunity distribution across territories. Example format: 'Territory A: 200 active accounts, 50 open opportunities'"
4. Request available sales headcount
Example prompt: "Specify your total available sales headcount for territory coverage. Include both current and planned positions"
Process Execution Steps:
5. Execute web search for current territory planning best practices and methodologies
6. Analyze territory data against industry benchmarks and planning frameworks
7. Calculate territory potential scores using historical performance metrics
8. Identify workload imbalances across territories
9. Generate optimized territory boundary recommendations
10. Balance account distribution across available headcount
Output Generation Steps:
11. Create territory optimization documentation including:
- Recommended territory assignments
- Supporting data analysis
- Implementation steps
- Expected performance impact
12. Format recommendations in clear, actionable format with visual aids
Follow-up Steps:
13. Present recommendations to user
14. Request feedback on proposed territory structure
15. Iterate on recommendations if needed based on feedback