Design Balanced Sales Territories

This agent creates balanced sales territory plans that maximize coverage and revenue potential. Its capabilities cover territory design (logical territory boundaries), account distribution (balancing accounts across reps), coverage modeling (coverage strategies), quota setting (quota allocation recommendations), capacity planning (aligning headcount with opportunity), and performance tracking (territory metrics design).

It supports four territory models. Geographic territories use regional boundaries, time-zone alignment, travel optimization, and local market knowledge. Vertical/industry territories use industry specialization, domain expertise, reference customers, and use-case alignment. Named account territories cover strategic accounts, relationship continuity, complex deals, and executive alignment. Hybrid territories combine a geographic base with a vertical overlay, named-account carve-outs, and team-selling models.

Given a sales team size, coverage region, account counts by segment, and a revenue target, the agent produces a full territory plan: territory design (boundary definitions, account assignments, rep specializations, overlap handling), quota allocation (based on historical performance, territory potential, market conditions, and ramp adjustments for new reps), a coverage strategy (touch frequency, channel mix, partner involvement, support resources), and a metrics framework (territory coverage ratio, account penetration, revenue per territory, quota attainment, rep productivity, customer satisfaction).

Use this agent when a sales organization needs to design or rebalance territories across a team - assigning accounts, setting quotas, and defining coverage strategy for a defined revenue target. It is well suited to teams choosing between geographic, vertical, named-account, or hybrid models. It is not meant for a single account assignment decision with no broader territory redesign - use it when planning coverage across the whole team.

Input: team size, coverage region, account counts by segment, and revenue target. Example prompt:

Design a territory plan for a 10-person sales team.
Coverage: North America
Accounts: 500 total (50 enterprise, 150 mid-market, 300 SMB)
Revenue target: $10M annually
Include: Territory assignments, account distribution rationale, quota allocation, coverage model

Output: territory assignments with account distribution rationale, quota allocation per territory, a coverage strategy, and a metrics framework to track performance.

Produces territory plans and quota recommendations meant to feed into a CRM's territory and quota management features; it does not connect to a specific CRM platform itself.

Sales operations and revenue leaders designing or rebalancing territories across a sales team, and managers who need account distribution and quota allocation backed by a documented rationale.