Territory Plan
Ranks accounts by fit times reachability rather than by revenue potential, which is how time gets spent on the unreachable.
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Running it, start to finish
- Score every account on fit and on whether you have a route in.
- Cut the list to what you can genuinely work and name the rest as not now.
- Check the arithmetic reaches target before starting.
What you get back
The output this produces, every time.
- Ranks on fit times reachability, so time is not spent on large accounts with no route in.
- Names what is explicitly not being worked, without which a rep defaults to whoever replies.
- Surfaces champions who moved to new companies, the highest-converting source most reps do not track.
Getting better results
Where this usually goes wrong, and how to avoid it.
- Score reachability honestly. A high-fit account with no route in is a cold campaign wearing a plan's clothing.
- Track where your champions went. Someone who succeeded with you and moved companies is the warmest lead available, and nobody maintains that list.
- Do the arithmetic in month one. If the territory cannot mathematically reach target, that is a conversation to have immediately, not in month three.
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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.