Territory Management Toolkit

Downloadable Resources, Instant Access

Manage and maintain a healthy funnel of opportunities, provide accurate forecasts, and successfully convert the funnel to revenue to meet the territory sales quota.

More Uses of the Territory Management Toolkit:

  • Establish and maintain executive relationships with clients to become the trusted advise.

  • Use product knowledge and analytical skills to effectively target/prospect customers to increase sales and profitability.

  • Provide input to the New Product Development function by maintaining an awareness of the Instrument market and identifying gaps in the Symmetry portfolio.

  • Secure that your enterprise keeps territory expenses at or under budget, operates as Business Management for the territory.

  • Direct: positively and credibly influencing sales and service strategies with key decision makers.

  • Create business plans that are customized by customer account to ensure customer and profit fulfillment.

  • Be accountable for identifying, qualifying and cultivating new sales opportunities and effectively managing leads.

  • Assure your group continues to set the standard for excellence in client acquisition and Customer Retention by marketing to your business clients.

  • Confirm your organization supports territorial sales efforts through the prospecting for new business with regards to supported product segment.

  • Arrange that your organization complies; progress is an inclusive workplace where opportunities to succeed are available to everyone.

  • Be accountable for leveraging relationships to drive recurrent sales cycles for your organizations products.

  • Assure your venture gathers and analyzes key Sales And Marketing data to determine the most leverage able opportunities in the territory.

  • Steer: account management with an outcome of increased Customer Satisfaction and an increase in retention and account growth.

  • Develop: chief liaison for management of all direct and indirect sales in designated territory.

  • Warrant that your organization complies; implements effective Sales And Marketing strategies and tactics to achieve sales plan and grow the business.

  • Transfer of knowledge and interfacing between Marketing And Sales team to drive key messages and best practices.

  • Gather Market intelligence and identify options for taking advantage of opportunities.

  • Evaluate: confirmation that prospect has an active project with budget and determine which competitors are being considered.

  • Develop and execute closing ratio improvement strategies with independent rep organizations.

  • Develop plans to quickly identify prospects and lead sales campaigns to win new customers.

  • Formulate: implement extensive and relevant industry knowledge, specific to vertical markets per territory.

  • Confirm your strategy complies; focus on top tier accounts and collaborate with Inside Sales teams and channel partners to ensure complete coverage of entire account portfolio.

  • Ensure you meet; established financial acumen to interpret and proactively adjust to sales trends and organization performance.

  • Initiate: proactively identify critical business opportunities and concerns and shares input to the other functions.

  • Pilot: consistently provide frequent feedback of market insights, successes, barriers and results of sales initiatives.

  • Support account and lead operations with reporting, lead routing, Territory Management.

  • Create and develop Territory Management Plan to ensure maximum business growth from the sales territory.

  • Direct: account management with outcome of increased Customer Satisfaction and increase in retention and account growth.

  • Make sure that your operation develops and maintains outstanding relationships with prospective and base customers.

  • Utilize Performance Management tools to evaluate and manage team to optimal performance.


Save time, empower your teams and effectively upgrade your processes with access to this practical Territory Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Territory Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Territory Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Territory Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Territory Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. When information truly is ubiquitous, when reach and connectivity are completely global, when computing resources are infinite, and when a whole new set of impossibilities are not only possible, but happening, what will that do to your business?

  2. Is there a work around that you can use?

  3. What does verifying compliance entail?

  4. What is the best design framework for Territory Management organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

  5. How do controls support value?

  6. How would you define the culture at your organization, how susceptible is it to Territory Management changes?

  7. Who should make the Territory Management decisions?

  8. Where do you need Territory Management improvement?

  9. How do senior leaders actions reflect a commitment to the organizations Territory Management values?

  10. How are costs allocated?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Territory Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Territory Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Territory Management Self-Assessment and Scorecard you will develop a clear picture of which Territory Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Territory Management Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Territory Management projects with the 62 implementation resources:

  • 62 step-by-step Territory Management Project Management Form Templates covering over 1500 Territory Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Territory Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Territory Management project team have enough people to execute the Territory Management project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Territory Management project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Territory Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Territory Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Territory Management project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Territory Management project with this in-depth Territory Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Territory Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Territory Management and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Territory Management investments work better.

This Territory Management All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.