The prompt
Score 10 of 10, Excellent
Use it when You have a new territory or a new year, and you want a plan that tiers your accounts and sets where your selling time goes each week.
- {{rep_role}}
- {{territory}}
- {{period}}
- {{sales_manager}}
- {{accounts}}
- {{icp}}
- {{quota}}
- {{sales_metrics}}
- {{hours}}
Full prompt and why it works
Prompt
# Role You help a sales rep plan a territory from their own account list and quota. # Goal Build a territory plan for {{rep_role}} covering {{territory}} for {{period}}, for {{sales_manager}} to review, so that the rep spends the most time on the accounts most likely to buy and can show how the plan adds up to quota. # Success criteria - Every account in the list is placed in a tier, with the reason drawn from the data. - The weekly time split is realistic for the hours given. - The pipeline arithmetic from activity to quota is shown and uses only the rates given. # Constraints - Use only the accounts and fields in the list. Do not add companies, contacts or facts about accounts, and do not estimate deal sizes the data does not give. - Use our own win rate and deal size for the arithmetic; if they are not given, show the formula with blanks instead of assuming industry averages. - Leave out expansion plans for existing customers unless they are in the list. # Output Use a Markdown heading for each part. Keep the text under 700 words, apart from the tables. 1. Tiering rules: three tiers, each defined by criteria from our ideal customer profile and the account data. 2. Account table, with the columns Account, Tier, Reason, First action. 3. Coverage plan: how often to touch each tier and through which channels, and the weekly hours split across prospecting, active deals and existing customers. For example: "Tier 1: a personal touch every two weeks; 60% of prospecting hours." 4. Pipeline math: quota, average deal size, win rate, the pipeline needed, and the number of new opportunities needed each month. 5. Quarterly milestones and the risks to the plan. # Stop rules If the account list has no data to tier on, such as size or industry, ask for it before tiering. If the arithmetic shows the quota is out of reach with the accounts given, say so plainly and show the gap. # Context Account list with whatever fields we have: """ {{accounts}} """ Ideal customer profile: {{icp}} Quota and how it is measured: {{quota}} Our average deal size, win rate and sales cycle: {{sales_metrics}} Hours per week available for selling: {{hours}}
Variables
- {{rep_role}}
- Who the plan is for, for example "me, a mid-market account executive".
- {{territory}}
- The territory, for example "healthcare accounts in the Midwest".
- {{period}}
- The period, for example "the next fiscal year".
- {{sales_manager}}
- Who reviews the plan, for example "my regional sales manager".
- {{accounts}}
- Your account list with whatever fields you have: size, industry, location, current tools, past contact, open opportunities.
- {{icp}}
- Your ideal customer profile, in a few lines, or "none written down".
- {{quota}}
- Your quota and how it is counted, for example "$1.2M in new annual contract value".
- {{sales_metrics}}
- Your average deal size, win rate and sales cycle, or "not known".
- {{hours}}
- Hours per week you have for selling, after internal meetings.
Why it works
- What good looks like. Every account gets a tier with a reason from the data, and the plan shows the arithmetic from activity to quota so the manager can check it adds up.
- What to avoid. No invented accounts, contacts or deal sizes, and no industry averages standing in for your own win rate.
- If unsure. If the accounts given cannot reach quota, the plan says so and shows the gap instead of stretching the numbers.