Installable skillApache-2.0

Territory Optimization Skill

Use to score territory scenarios for fairness, whitespace, and productivity.

BY gtmagentsUPDATED Oct 28, 2026
INTENDED FOR✳Claude Code>_Codex◈OpenClaw↗CursorInstall in a listed agent.

instructions.md

---
name: territory-optimization
description: Use to score territory scenarios for fairness, whitespace, and productivity.
---

# Territory Optimization Skill

## When to Use
- Designing new coverage models or rebalancing routes.
- Evaluating fairness metrics during carve-up reviews.
- Preparing leadership readouts on territory effectiveness.

## Framework
1. **Input Prep** – normalize account TAM, ARR, propensity, and travel constraints.
2. **Scenario Modeling** – generate multiple carve-ups (geo, industry, hybrid) with scoring weights.
3. **Fairness Scoring** – calculate Gini, whitespace %, and attainment probability per rep.
4. **Operational Check** – validate CRM ownership, routing rules, and ROE impact.
5. **Recommendation** – surface top options with rationale and risks.

## Templates
- Territory scoring matrix (scenario vs KPIs).
- Leadership readout deck outline.
- Change management checklist for RevOps + Enablement.

## Tips
- Keep scoring weights transparent to avoid stakeholder confusion.
- Include travel/coverage constraints early to prevent downstream rework.
- Pair with `roe-governance` to confirm routing + escalation rules.

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COMPATIBILITY & REFERENCES

Platform guidance

Imported from the listed AgentSkill.sh category. Complete supplied package files and notices are retained. Required external tools and credentials are not installed. No bundled code was executed during import. Individual agent task behavior has not been tested.