plan-territorieslisted
Install: claude install-skill zarif3624/gtm-skills
# Plan Territories
Create an explainable coverage model that gives the market appropriate attention and gives sellers a feasible opportunity to execute. Equal account counts are not automatically equal territories.
## Inputs
Read `.agents/gtm-context.md`, the ICP, account universe, current assignments, sales roles, coverage model, capacity assumptions, and planning period when available. Confirm:
- the planning objective and decisions the model must support;
- eligible accounts, exclusions, parent-child rules, and ownership conflicts;
- observable opportunity and workload fields with their freshness and coverage;
- seller roles, availability, ramp, overlays, languages, location constraints, and approved exceptions;
- quota, compensation, named-account, partner, and customer-continuity policies that authorized owners have approved.
Do not fill missing account or people data with convenient averages without showing the assumption and sensitivity.
Read [the territory methods](references/methods.md) when building workload, capacity, balance, or scenario calculations.
## Workflow
1. Audit the account universe for duplicates, hierarchies, missing fields, stale assignments, and ineligible records.
2. Define the unit of assignment: account, parent group, geography, segment, product, channel, or a documented combination.
3. Separate market opportunity from workload. Use observable signals and ranges when data is incomplete.
4. Estimate role capacity from available selling time