Territory Plan Salespersons Name Date Your Company logo

Territory Plan • Salesperson’s Name • Date Your Company logo Here

Contents • • • Targets/Goals Analysis Existing Accounts New/Prospect Accounts Action Plan Guide To Terms And Filling This Plan out

Target And Target Breakdown • • Targets/Goals • Break down into periods as needed Existing Accounts • If applicable Prospect Accounts • If applicable Gap-To-Goal (based on above)

Territory Analysis And Insights • SWOT Analysis Of Territory • Priorities • How will you take advantage of the opportunities and counter the weaknesses • What works/what does not work What will you do differently What do you need to make it (i. e. your goals) happen? • •

Existing Accounts • What does the territory look like? • Biggest accounts • Biggest account potentials • Break-down by size or geography or kind • Success Components • What needs to be done? • What tools are available and will work? • What is selling/what is not selling • What drives business? • Other

New Account/Prospects • Prospect Names • Which industry, size or kind they are in? • Top # (put a number here) Target Companies (Prospects) • Industry • What Do They Currently Own? • Have They Been Contacted by you? If not, when will you contact them, how often and in what intervals? • Other Prospects Contacted? • Industry? • Why Are They A Good Candidate for you? • Updates? • What is next and what do you need and by when?

Action plan • • Consider SMART Tactics • By When • Milestones • Resources Needed

Guide • Consider SMART when thinking about the above • SMART stands for Specific, Measurable, Achievable, Relevant and Timebound: no vague inputs • Thinks in terms of milestones and break your actions down • Consider resources and input needed and think whether they adhere to the above concept • A Territory Plan has you starting at Point A (where you are today) and takes you to Point B (where you need to be). • Know your goals therefore • This is specific to your territory. There is not a universal formula that applies here. • SWOT stands for Strength, Weakness, Opportunity and Threat