Create Sales Territory Assignments

The file

---
name: create-sales-territories
description: >-
  A territory assignment sheet that balances geography, customer mix, and revenue potential across reps, so coverage is fair and gaps are visible before the year starts.
  Task type: Create. Built for RevOps, Sales.
  Use when the request sounds like "Create Sales Territory Assignments".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Pipeline, Forecast, and Operations
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-sales-territories
---

# Create Sales Territory Assignments

A territory assignment sheet that balances geography, customer mix, and revenue potential across reps, so coverage is fair and gaps are visible before the year starts.

One job only: a territory assignment sheet that balances geography, customer mix, and revenue potential across reps, so coverage is fair and gaps are visible before the year starts. Anything outside that job belongs in another file in the Pipeline, Forecast, and Operations suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- sales territory details
- initial draft
- evaluation
- criteria
- feedback
- revised draft
- final output

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
Your task is to create a Sales Territory Assignment Sheet that efficiently assigns sales territories to sales representatives based on the provided {$SALES_TERRITORY_DETAILS}. The output should be a high-quality assignment sheet that accurately and effectively assigns territories based on factors such as geographical location, customer demographics, and sales potential.

Here are the steps to follow:

1. Carefully analyze the {$SALES_TERRITORY_DETAILS} provided. Think through the key considerations for assigning sales territories, such as:
<scratchpad>
- Geographical distribution of potential customers and sales representatives
- Customer demographics and purchasing power in different regions
- Sales potential and market opportunities in each territory
- Ensuring fair and balanced workload distribution among sales representatives
- Aligning territory assignments with overall sales goals and strategies
</scratchpad>

2. Based on your analysis, create an initial draft of the Sales Territory Assignment Sheet.
<initial_draft>
[Write your initial draft of the Sales Territory Assignment Sheet here, considering the key factors identified in the scratchpad]
</initial_draft>

3. Evaluate the initial draft by considering the following criteria:
<evaluation>
<criteria>
- Fairness and balance in territory assignments
- Alignment with overall sales goals and strategies
- Optimal customer coverage and sales potential in each territory
- Effective use of the provided {$SALES_TERRITORY_DETAILS}
</criteria>
<feedback>
[Provide detailed feedback on how well the initial draft meets each of the criteria above, and suggest areas for improvement]
</feedback>
</evaluation>

4. Revise the initial draft based on the feedback provided in the evaluation.
<revised_draft>
[Write your revised draft of the Sales Territory Assignment Sheet here, incorporating the feedback from the evaluation]
</revised_draft>

5. Provide the final Sales Territory Assignment Sheet.
<final_output>
[Write your final Sales Territory Assignment Sheet here]
</final_output>

Remember to ensure that the Sales Territory Assignment Sheet is accurate, fair, and aligned with the organization's sales goals. It should optimize sales performance and maximize customer coverage while considering factors such as geographical location, customer demographics, and sales potential.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-sales-territories
- Suite: https://www.therevenueaireport.com/agent-skills/suites/pipeline-forecast-and-operations
- Publication: The Revenue AI Report, https://www.therevenueaireport.com