Territory plans and rep schedules · for sales teams
Know who to see this week, and why.
Built from your own customer list: accounts tiered by what they're worth, a visit frequency for each tier, and each rep's week laid out with routes that make sense on a map.
You probably need this if
- Some big accounts haven't been visited in months
- Each rep plans their week differently
- Drive time eats into selling time
The problem
Reps plan their week from memory
Without a plan, the friendliest accounts get the most visits and the biggest opportunities get the fewest. Planning by hand takes hours most reps don't have.
How it works
Step by step
Bring your customer list
A spreadsheet or a CRM export is enough.
Accounts get tiered
By sales, potential, or the rules you choose.
Visit frequency set
How often each tier should be seen, so nobody gets forgotten.
Weeks laid out
Who to see each day, in an order that keeps drive time down.
What you get
Set up for you, start to finish
Every setup is shaped to how your business already works. After a free 15 minute call you get a short written plan with the cost to set it up and run it, before anything starts.
- Account tiering from your own data
- Visit frequency by tier
- Weekly plans and routes per rep
- Updates as accounts change
Good to know
Questions owners ask
What do you need from us?
A customer list with addresses and some measure of value, like last year's sales.
Does it replace our CRM?
No. It works from what you already have and can feed back into it.
Often paired with
Fifteen minutes to find out if it fits.
No pitch until the end, and only if something actually helps.