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plan-territorieslisted

Design, rebalance, or inspect B2B sales territories and capacity using account, market, workload, coverage, quota, and rep-availability data. Use for annual or midyear territory planning, geographic or segment coverage, account assignment, book-size analysis, capacity scenarios, ramp planning, exception handling, or evaluating whether territories are fair and executable.
zarif3624/gtm-skills · ★ 0 · AI & Automation · score 70
Install: claude install-skill zarif3624/gtm-skills
# Plan Territories Create an explainable coverage model that gives the market appropriate attention and gives sellers a feasible opportunity to execute. Equal account counts are not automatically equal territories. ## Inputs Read `.agents/gtm-context.md`, the ICP, account universe, current assignments, sales roles, coverage model, capacity assumptions, and planning period when available. Confirm: - the planning objective and decisions the model must support; - eligible accounts, exclusions, parent-child rules, and ownership conflicts; - observable opportunity and workload fields with their freshness and coverage; - seller roles, availability, ramp, overlays, languages, location constraints, and approved exceptions; - quota, compensation, named-account, partner, and customer-continuity policies that authorized owners have approved. Do not fill missing account or people data with convenient averages without showing the assumption and sensitivity. Read [the territory methods](references/methods.md) when building workload, capacity, balance, or scenario calculations. ## Workflow 1. Audit the account universe for duplicates, hierarchies, missing fields, stale assignments, and ineligible records. 2. Define the unit of assignment: account, parent group, geography, segment, product, channel, or a documented combination. 3. Separate market opportunity from workload. Use observable signals and ranges when data is incomplete. 4. Estimate role capacity from available selling time