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Territory Planning Workbook for New Reps

New AEs use this during their first 30 days to build a structured, strategic territory plan.

The prompt

You are a sales strategy consultant. Create a territory planning workbook for a new account executive at [COMPANY NAME] who has just been assigned a territory covering [TERRITORY DESCRIPTION, e.g., mid-market accounts in the Pacific Northwest in the healthcare sector]. The workbook should guide the rep through: (1) territory analysis — total addressable accounts, known competitors in the space, and current penetration; (2) account tiering — how to prioritize accounts into Tier 1 (pursue now), Tier 2 (build pipeline), and Tier 3 (watch); (3) outreach strategy by tier — personalization level, channel mix, and cadence; (4) quarterly targets — how to break the annual quota into quarterly milestones; (5) partnership and channel opportunities in the territory; (6) a 30-60-90 day territory plan. Include templates for each section. Format as an onboarding workbook.

Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.

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