Territory Optimizer
Turn a raw account CSV into balanced sales territories: assigns accounts by region, industry, workload, and ARR, flags orphaned high-value accounts, and hands managers specific rebalancing moves. Compares region-based vs industry-based models so coverage is even instead of cherry-picked.
- Analyze account CSVs to identify coverage gaps and unassigned high-value leads
- Compare region-based vs. industry-based territory allocation models
- Balance rep workloads by account count and annual recurring revenue (ARR)
$9
· or 45 creditsSecure checkout via Stripe
Included in download
- Analyze account CSVs to identify coverage gaps and unassigned high-value leads
- Compare region-based vs. industry-based territory allocation models
- terminal, file_write, file_read automation included
- Includes example output and usage patterns
Sample input
I've uploaded our account CSV. Please run the territory optimizer to balance workloads for the SE region and highlight any unassigned high-value accounts.
Sample output
Model: Region-Led (Score: 88/100) Rep: Sarah J. | Proposed Accounts: 42 (+5) | Revenue Potential: $2.1M Balance Note: Optimal coverage for SE territory. Gap Analysis: 3 accounts in 'FinTech' >$500k ARR are currently unassigned. Priority: High. Recommendation: Reassign 5 Tier-3 local accounts to Rep B.
Turn a raw account CSV into balanced sales territories: assigns accounts by region, industry, workload, and ARR, flags orphaned high-value accounts, and hands managers specific rebalancing moves. Compares region-based vs industry-based models so coverage is even instead of cherry-picked.
$9
· or 45 creditsSecure checkout via Stripe
Also available in a bundle
Included in download
- Analyze account CSVs to identify coverage gaps and unassigned high-value leads
- Compare region-based vs. industry-based territory allocation models
- terminal, file_write, file_read automation included
- Includes example output and usage patterns
- Instant install
Sample input
I've uploaded our account CSV. Please run the territory optimizer to balance workloads for the SE region and highlight any unassigned high-value accounts.
Sample output
Model: Region-Led (Score: 88/100) Rep: Sarah J. | Proposed Accounts: 42 (+5) | Revenue Potential: $2.1M Balance Note: Optimal coverage for SE territory. Gap Analysis: 3 accounts in 'FinTech' >$500k ARR are currently unassigned. Priority: High. Recommendation: Reassign 5 Tier-3 local accounts to Rep B.
About This Skill
Streamline Sales Coverage with Data-Driven Territory Planning
Modern sales teams often struggle with uneven workloads, "cherry-picked" accounts, and stagnant territories. The Territory Optimizer is a developer-centric skill designed to transform raw account CSVs into mathematically balanced sales territories. It bridges the gap between messy CRM exports and actionable sales strategy.
What it does
This skill ingest account data and applies sophisticated allocation logic to provide a multi-model comparison of how your sales team should be structured. It handles the heavy lifting of:
- Multi-Model Comparison: Automatically generates and scores Region-led, Industry-led, and Revenue-tier models.
- Workload Balancing: Calculates variance across reps based on account volume and ARR potential.
- Gap Analysis: Flags "orphaned" high-value accounts and identifies underserved segments.
- Capacity Planning: Provides specific rebalancing recommendations to maximize rep productivity without burnout.
Why use this skill?
Standard LLM prompts often hallucinate revenue totals or fail to maintain data integrity across hundreds of rows. This skill follows strict data-quality rules, preserves account IDs, and uses specific weighing logic (defined in internal reference files) to ensure assignments are fair and grounded in your actual data. It provides the structured output needed for CRM uploads and executive reviews.
Use Cases
- Analyze account CSVs to identify coverage gaps and unassigned high-value leads
- Compare region-based vs. industry-based territory allocation models
- Balance rep workloads by account count and annual recurring revenue (ARR)
- Generate specific account-level rebalancing recommendations for sales managers
Known Limitations
- Territory balancing assumes equal rep capacity (no learning curve adjustment)
- Win rate data requires historical tracking (minimum 6 months recommended)
- Geographic territories use region tags (no lat/long distance calculation)
- Industry alignment uses standard categories (SaaS, Manufacturing, etc.)
- Does not factor in travel time or territory density
- Rebalancing recommendations are AI-generated; final decisions require human review
How to Install
mkdir -p ~/.claude/skills && curl -sL https://www.agensi.io/api/install/territory-optimizer -o /tmp/territory-optimizer.zip && unzip -o /tmp/territory-optimizer.zip -d ~/.claude/skills && rm /tmp/territory-optimizer.zipFree skills install directly. Paid skills require purchase - use the download button above after buying.
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Permissions
Allowed Hosts
File Scopes
Territory Optimizer needs terminal access for data processing and optimization calculations. File read access loads account CSVs and historical win rate data. File write access saves territory plans and rep assignments. Network access is optional for CRM integration to pull live account data. Environment variables read API keys for optional CRM sync. No browser access required.
Works with Claude Code and Codex. Input from CSV or CRM export. No API keys required for core functionality. Optional CRM sync for live data.
Creator
JustHandled Labs builds focused agent skills for the work nobody wants to do by hand. Each one is a single repeatable job done well: catching the security and data mistakes that quietly ship, keeping docs and tests honest, gating the commands an agent is about to run, sharpening writing, and handling the founder chores around launches, outreach, and brand setup. Not generic AI productivity. Specific workflows that are easy to run, review, and repeat. Maintained by H.J. Westerfield, with a background in communications, editing, project coordination, customer support, and practical AI systems. Tools for people who want useful automation without theatrical complexity.
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