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territory-planning-optimizer skill

/territory-planning-optimizer

This skill optimizes territory design by revenue potential, geography, and workload balance to maximize coverage and sustainable growth.

npx playbooks add skill onewave-ai/claude-skills --skill territory-planning-optimizer

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
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---
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

```markdown
# Territory Planning Optimizer Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

```

### Best Practices

1. **Be Specific**: Focus on concrete, actionable outputs
2. **Use Templates**: Provide copy-paste ready formats
3. **Include Examples**: Show real-world usage
4. **Add Context**: Explain why recommendations matter
5. **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**:
1. Understand user's context and goals
2. Generate comprehensive output
3. Provide actionable recommendations
4. Include examples and templates
5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

Overview

This skill optimizes sales territory design by assigning accounts based on revenue potential, geography, and relationship strength. It balances workload across reps, calculates TAM/SAM, and evaluates coverage models to maximize revenue and efficiency. The output includes actionable territory maps, assignment tables, and recommended next steps for rollout.

How this skill works

The optimizer ingests account data (revenue, location, relationship score, segment) and rep capacity metrics to generate balanced assignments. It applies configurable rules and constraints—travel time, quota targets, industry coverage—and calculates TAM/SAM for target clusters. Results include assignment lists, workload visualizations, and a prioritized recommendation set for implementation.

When to use it

  • Before a territory realignment or sales headcount change
  • When rep workloads or attainment are consistently unbalanced
  • To quantify market opportunity (TAM/SAM) for targeted accounts
  • When testing different coverage models (vertical, geographic, hybrid)
  • During M&A or product launch to reassign accounts quickly

Best practices

  • Start with clean, standardized account data including revenue and location coordinates
  • Define clear business constraints (max travel hours, target quota, relationship retention)
  • Run scenario comparisons and validate with frontline managers before finalizing
  • Use copy-paste templates for assignment tables and rollout communications
  • Pilot changes with a subset of territories and measure churn and attainment

Example use cases

  • Generate a balanced territory assignment for 50 reps covering North America with travel limits
  • Calculate TAM/SAM for a new product to prioritize top 20% accounts by revenue potential
  • Compare geographic vs. industry-based coverage models and recommend the higher-yield option
  • Reassign accounts after a headcount reduction while preserving top customer relationships
  • Produce a rollout plan with communication templates and expected quota shifts

FAQ

What inputs are required to get meaningful results?

Provide account identifiers, annual revenue, location (address or coordinates), relationship score, and rep capacity (available hours or expected account load). The more complete the data, the better the assignments.

Can the optimizer respect custom constraints like protected accounts or specialty reps?

Yes. You can set protected-account flags, specialty skills, travel or route limits, and business rules to ensure certain accounts stay with specified reps or teams.