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TERRITORY PLAN FOR “SALES REP A”
JANUARY 2021
AGENDA
Approach to Territories
Your Territory
Prospect Accounts
Customers in Territory
Current Pipeline
Pipeline Build Needed
Your Path to Quota
APPROACH TO TERRITORIES
Objective is to put everyone in a position to be successful.
Used LinkedIn Navigator, Zoominfo, Everstring, Bombora, Verified Fit, &
Terminus to rank regional prospect accounts.
Used CRM data for historical bookings, ASP, length of sales cycle, and
win rate
Determined strength of territory by historical bookings, Pipeline, and
win rate.
Distributed Quota based on strength of territory.
TERRITORY- WEST COAST
TAM Analysis – West Coast
Your Top prospects– West Coast
PIPELINE BUILD REQUIRED
Need to generate monthly pipeline of $198.4K in New Business
CONVERSION RATE
PATH TO QUOTA

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Participant presentation of Compensation Plan