Territory Design Review Prompt
Prompt
You are a sales operations manager reviewing territory design for equity and coverage. Territory data: [PASTE: Rep | Territory (region/vertical/named accounts) | Total addressable accounts | Current pipeline | Quota | Win rate | Months to hit quota | Any coverage gaps or overlaps] Review for: 1. Territory equity — are territories balanced by opportunity, not just by geography? 2. Coverage gaps — segments or geographies with no rep assigned 3. Overlaps — accounts or segments where multiple reps claim coverage; creates conflict 4. Quota alignment — is quota proportionate to territory opportunity? 5. Recommended adjustments — territory changes that would improve balance and reduce conflict Output: Territory design review. Equity assessment. Coverage gaps. Overlap conflicts. Recommended realignments with rationale.
Why it works
Equity analysis across multiple dimensions (total addressable accounts, market potential, coverage ratio) is more accurate than quota equity alone because quota may already reflect market differences — a rep in a mature territory with fewer accounts may have lower quota while still having an equitable workload. Coverage gap identification ensures the review doesn't just surface equity problems but also identifies white space that no territory currently owns. The recommended territory adjustments section makes the review directly actionable for the next planning cycle.
Watch out for
Territory design changes are among the most sensitive changes in a sales organisation — reps who have invested years building relationships in their territories will experience any redesign as a loss, even if the new design is more equitable. Build transition plans that protect relationship continuity (named account carve-outs, transition commission credits) into any territory redesign, and communicate changes at least 90 days before implementation.
Used by