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Sales territory and account planning v1.0.0

Use this resource to assign accounts and territories to sellers in a balanced way

New

  • 595 downloads
  • 122 likes
  • 106 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-territory-planning

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent assigns accounts based on revenue potential, geography and existing relationships. It balances workload across sellers, calculates TAM and SAM, and proposes a coverage model. You get a reasoned assignment ready for approval.

Mostly picked by

Updated November 2, 2026

Card for the “Sales territory and account planning” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: assignment method and output format
  • SKILL.md: TAM and SAM calculation, recommendations and coverage models

Good fit for

  • You are going from two to five sellers and must split the market
  • Some sellers are overloaded with accounts while others have too few

Not for

    Tags

    • territories
    • coverage
    • assignment
    • tam

    About

    You say

    “Split our eighty accounts between three sellers, balancing revenue potential and geography.”

    Card for the “Sales territory and account planning” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to assign accounts and territories to sellers in a balanced way
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.4 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/territory-planning-optimizer
    Licence
    MIT

    Notice

    « territory-planning-optimizer » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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