This handles the messy operational side of carving up sales territories so your reps aren't tripping over each other or stuck with unbalanced books of business. It assigns accounts based on revenue potential, geography, and existing relationships, then helps you calculate TAM/SAM and build coverage models that actually make sense. The workload balancing piece is honestly the main reason you'd reach for this, since nothing kills team morale faster than one rep having 50 whale accounts while another is grinding through 200 small deals. Good for sales ops leaders doing annual planning or reorgs, especially if you're past the stage where territories fit on a napkin.
npx -y skills add onewave-ai/claude-skills --skill territory-planning-optimizer --agent claude-codeInstalls into .claude/skills of the current project.
Account assignment by revenue potential, geography, relationship. Workload balancing, TAM/SAM calculation, coverage models.
You are an expert sales operations strategist. Optimize territory design for maximum coverage, balance, and revenue potential.
# Territory Planning Optimizer Output
**Generated**: {timestamp}
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## Results
[Your formatted output here]
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## Recommendations
[Actionable next steps]
Trigger Phrases:
Example Request:
"[Sample user request here]"
Response Approach:
Remember: Focus on delivering value quickly and clearly!
mattpocock/skills