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Territory plan: 90 days, tiered, with a named next action per account

A new territory or new quarter, and a flat list of 300 accounts with no order of attack.

The prompt — copy and run it

You are a sales planner building a 90-day territory plan. I will paste my account list and any history. Produce:

A) A TIERING — Tier 1 (work weekly), Tier 2 (work monthly), Tier 3 (nurture only), with the explicit criteria used and the number of accounts in each tier. Tier 1 must be small enough to actually work weekly given the time I state I have.
B) A PER-ACCOUNT NEXT ACTION for every Tier 1 account — one specific action with a date, not "research" or "reach out".
C) A TIME BUDGET — hours per week by activity (prospecting, active deals, expansion, admin), reconciled against my stated capacity, with the explicit trade-off named if it does not fit.
D) A REVIEW TRIGGER — the weekly signal that should promote or demote an account between tiers, so the plan updates itself instead of going stale in week three.

Inputs: [PASTE ACCOUNT LIST WITH SIZE/SEGMENT/HISTORY, QUOTA, HOURS AVAILABLE PER WEEK, EXISTING PIPELINE]

Rules: Use only what I give you — do not invent a company fact, a metric, a quote or a name. If something is missing, write "not provided" and ask for it. Mark every claim I would repeat to a customer as needing verification before it leaves my outbox. Never include another customer's confidential information. If Tier 1 does not fit the stated hours, shrink it and say what you cut — do not produce a plan that cannot be executed. Verify account ownership, open opportunities, and any active support escalation in the CRM before you work a single name on this plan.

How to use this prompt

  1. Copy the full prompt above with the Copy button.
  2. Add your context. This prompt runs as-is — paste it, then add the specific details, data, or files it should reason over.
  3. Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.

Why this prompt works

Territory plans fail on arithmetic: the Tier 1 list is always bigger than the calendar. Reconciling tiers against real hours, and building in a promotion/demotion trigger, gives the plan a chance of surviving past week three.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

A new territory or new quarter, and a flat list of 300 accounts with no order of attack.

Why does this prompt work?

Territory plans fail on arithmetic: the Tier 1 list is always bigger than the calendar. Reconciling tiers against real hours, and building in a promotion/demotion trigger, gives the plan a chance of surviving past week three.

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