Territory Planning
Design efficient service territories, balance workloads, and maximize your team's productivity
Strategic Territory Design
Whether you're dividing work among sales reps, assigning service routes to technicians, or planning franchise territories, proper territory planning is crucial for operational efficiency. Our Territory Planning service helps you create balanced, profitable territories that maximize productivity and minimize travel time.
We analyze customer distribution, prospect density, geographic barriers, and workload capacity to design territories that make sense for your business. Stop dealing with overlapping routes, unbalanced workloads, and inefficient travel patterns.
What We Deliver
Territory Maps
Visual maps showing clear territory boundaries with color-coded zones
Balance Analysis
Customer count, revenue potential, and workload metrics for each territory
Customer Assignments
Complete list of which customers/prospects belong to each territory
Route Guidance
Suggested routing patterns within each territory for efficiency
Growth Opportunities
Identified prospects and expansion potential in each territory
Implementation Plan
Step-by-step guide for rolling out new territories to your team
Our Approach
Understand Your Team
Number of reps/technicians, their locations, capacity, and any existing territories
Analyze Customer Data
Current customer locations, revenue, service frequency, and geographic distribution
Identify Prospects
Potential customer locations and density in your service area
Design Balanced Territories
Create territories optimized for equal workload, minimal drive time, and growth potential
Refine & Finalize
Review with you, make adjustments, and deliver final territory plans
Territory Planning Scenarios
Service Route Territories
A lawn care company with 8 crews needed to divide their 2,400 customers across 8 territories. We created balanced zones with approximately 300 customers each, minimizing drive time between stops. Result: 15% reduction in fuel costs and ability to service 12% more customers per day.
Sales Territory Assignment
A pressure washing franchise needed to divide a metro area among 4 sales reps. We created territories based on zip codes, ensuring each rep had equal prospect density and revenue potential. Eliminated territory disputes and provided clear boundaries for each salesperson.
Franchise Territory Planning
A pool service company planning to sell franchises needed to define protected territories. We analyzed pool density, demographics, and competition to create 12 franchise territories, each with 800-1,200 pools and clear geographic boundaries. Used for franchise sales presentations and legal agreements.
Benefits
Ensure fair distribution of customers and prospects among team members
Minimize drive time with geographically logical territory boundaries
Each team member knows exactly which customers and areas they're responsible for
Identify which territories have capacity for more customers
Need to Adjust Territories?
As your business grows, territories may need rebalancing. Ask about our annual territory review service.