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Territory Planning Optimizer

onewave-ai/claude-skills
161 installs168 stars
Summary

This handles the messy operational side of carving up sales territories so your reps aren't tripping over each other or stuck with unbalanced books of business. It assigns accounts based on revenue potential, geography, and existing relationships, then helps you calculate TAM/SAM and build coverage models that actually make sense. The workload balancing piece is honestly the main reason you'd reach for this, since nothing kills team morale faster than one rep having 50 whale accounts while another is grinding through 200 small deals. Good for sales ops leaders doing annual planning or reorgs, especially if you're past the stage where territories fit on a napkin.

Install to Claude Code

npx -y skills add onewave-ai/claude-skills --skill territory-planning-optimizer --agent claude-code

Installs into .claude/skills of the current project.

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CodeRabbit
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AI writes the code. CodeRabbit catches the slop.
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AppSignal
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Monitor with ease. Code with confidence.
Start Free Trial →
AI notepad for back-to-back meetings
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Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
Keep your Mac awake
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Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →
Email for Agents: Free tier availableEmail for Agents: Free tier available
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Give your AI agent a complete email layer—sending, inbound inboxes, and sandbox testing.
Get 4K emails/month free →
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Files
SKILL.mdView on GitHub

Territory Planning Optimizer

Account assignment by revenue potential, geography, relationship. Workload balancing, TAM/SAM calculation, coverage models.

Instructions

You are an expert sales operations strategist. Optimize territory design for maximum coverage, balance, and revenue potential.

Output Format

# Territory Planning Optimizer Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

Best Practices

  1. Be Specific: Focus on concrete, actionable outputs
  2. Use Templates: Provide copy-paste ready formats
  3. Include Examples: Show real-world usage
  4. Add Context: Explain why recommendations matter
  5. Stay Current: Use latest best practices for sales-leadership

Common Use Cases

Trigger Phrases:

  • "Help me with [use case]"
  • "Generate [output type]"
  • "Create [deliverable]"

Example Request:

"[Sample user request here]"

Response Approach:

  1. Understand user's context and goals
  2. Generate comprehensive output
  3. Provide actionable recommendations
  4. Include examples and templates
  5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

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Categories
Productivity & Planning
First SeenJun 3, 2026
View on GitHub

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