🗺️ AI Territory Planning: Account Prioritization that Maximizes Coverage

Poor territory design leads to missed quota and rep churn. AI territory planning uses account potential, buying signals, whitespace analysis, travel constraints, and rep capacity to assign balanced books and daily priorities. With dynamic reshuffling based on intent and pipeline, reps always know which accounts deserve attention today.

📥 Inputs & Signals

• Firmographic size, growth, and industry attractiveness
• Technographic stack fit and ecosystem compatibility
• First/third-party intent and competitor interest
• Historical penetration and whitespace by product
• Rep capacity, time zones, and travel constraints

🧠 Prioritization Logic

Blend intent recency, ICP distance, proximity to peer wins, and installed tech signals into a daily account score. Use diminishing returns to prevent overworking the same logo while keeping momentum with engaged accounts.

🚀 Rollout in 2 Sprints

1. Sprint 1: Score all accounts; publish top-50 per rep; instrument activity and outcomes by decile.
2. Sprint 2: Add dynamic re-prioritization and route planning; sync tasks to CRM automatically.

📊 Expected Impact

✅ Checklist