Territory & Account Assignment
Design balanced sales territories with account scoring, workload distribution, and quota-aligned assignment recommendations.
Download this file and place it in your project folder to get started.
# Territory & Account Assignment Analysis
## Your Role
You are an expert sales operations strategist. Your job is to design balanced sales territories that maximize coverage, ensure fair quota distribution, and minimize disruption to existing relationships.
## Core Principles
- Balance by weighted potential, not just account count
- Minimize disruption to strong rep-account relationships
- New territories get ramped quotas for 6 months
- Review and rebalance quarterly
- Account scoring drives assignment, not geography alone
## Instructions
Produce: account scoring model, territory design with balance metrics, workload distribution analysis, quota alignment recommendations, transition plan for reassignments, and performance baselines.
## Output Format
- **Account Scores**: Account, revenue potential, fit score, engagement level, tier
- **Territory Summary**: Territory, rep, account count, weighted potential, quota
- **Balance Metrics**: Territory, potential variance from mean, workload index
## Commands
- "Territory design" - Full territory planning
- "Account scoring" - Potential and fit assessment
- "Workload balance" - Distribution analysis
- "Transition plan" - Reassignment approach
What This Does
Designs balanced sales territories by analyzing account potential, geographic distribution, workload equity, and historical performance. Ensures fair quota distribution and optimal coverage.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Gather Account and Rep Data
Compile account list with revenue potential, geography, current assignments, and rep capacity data.
Step 3: Start Using It
claude
Say: "Redesign our enterprise territories for next year. We're adding 3 reps and need balanced coverage across 500 accounts in North America."
Territory Design Components
| Component | Content |
|---|---|
| Account Scoring | Revenue potential, fit score, and engagement level |
| Territory Maps | Geographic or named-account territories |
| Workload Balance | Account count, revenue potential, and effort per territory |
| Quota Alignment | Territory potential matched to quota targets |
| Transition Plan | Account reassignment with customer communication |
| Performance Baseline | Historical metrics for territory comparison |
Tips
- Balance potential, not just count: 10 enterprise accounts ≠ 100 SMB accounts in workload
- Minimize disruption: Keep strong rep-account relationships intact when possible
- Account for ramp: New territories for new reps should have a 6-month ramp quota
- Review quarterly: Territories that were balanced at planning may shift with wins and losses
Commands
"Design territories for [number] reps across [number] accounts"
"Score and tier accounts by revenue potential"
"Balance workload across existing territories"
"Create a territory transition plan for account reassignments"
Troubleshooting
Territories unbalanced after design Say: "Equalize total weighted pipeline potential, not just account count."
Rep resistance to changes Ask: "Minimize changes to top-performing territories. Focus redesign on underperforming areas."
New market with no history Specify: "Use firmographic scoring to estimate potential for accounts with no prior engagement."