Prompt library
Outline a territory plan that survives the quarter
Territory plans fail as lists of accounts with vibes; the opening math forces the plan to be arithmetic before it is strategy. Tier-differentiated plays allocate scarce depth work where fit evidence justifies it, and the re-plan trigger prevents the silent months where a bad plan runs to zero.
SalesPlan
Last reviewed July 17, 2026
The prompt
Outline a territory plan.
The territory: {{territory}}
Quota and cycle reality: {{quota}}
Produce:
1. Territory math first: quota divided by realistic average deal size and win rate gives required opportunities and required first meetings per month. If the math does not close with the accounts available, the plan's first item is renegotiating something; say which.
2. Account tiers: tier the accounts by fit and trigger evidence (not just size), with the different play per tier: depth plays for tier 1 (multi-contact, research-led), motion plays for tier 2 (trigger-response), and an automated-touch pattern for tier 3.
3. The weekly operating rhythm: how many research blocks, outreach blocks, and follow-up blocks a normal week contains, summing to real hours.
4. Trigger watch: the 4 events that promote an account a tier, and how they get noticed within a week.
5. The review loop: the 3 numbers reviewed monthly, and the specific signal that would force a mid-quarter re-plan instead of quiet quota drift.
Rule: every play names its next physical action; "focus on enterprise" is not a play.Run in idaptOpens a new chat with the prompt prefilled. Nothing sends until you press send.
Fill in the variables
| Variable | What it is | Example |
|---|---|---|
| {{territory}} | The patch | healthcare mid-market, central Europe, 220 named accounts |
| {{quota}} | The number and cycle facts | 600k annual, 35k average deal, 4-month cycle, 20 percent win rate |