--- 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. ---