Library/Meeting Prep & Discovery/Post-Call Synthesis & CRM Update/Rank Territory Accounts for the Next 90 Days
TestedMeeting Prep & DiscoverySame-Day Use (under 30 min)

Rank Territory Accounts for the Next 90 Days

Score and rank territory accounts across seven dimensions to build a 90-day pursuit plan grounded in winnability.

About this prompt

This prompt scores each account in your territory across seven dimensions — ICP fit, pain probability, trigger strength, access path, deal potential, competitive opening, and timing — and produces a ranked account list with tier assignments, a detailed strategy for Tier 1 accounts, a four-week execution plan, and a risk review that flags where you may be overweighting logo size or weak signals. AEs and sales managers use it during territory planning cycles or at the start of a new quarter when deciding where to concentrate pipeline-building effort. Use it when you have a list of accounts to evaluate and need a defensible prioritization that you can walk a manager through.Most reps prioritize their territory by brand recognition or recency bias rather than by actual buying probability — this prompt replaces that intuition with a scored framework you can defend in a deal review. Describe your territory clearly in [DESCRIBE TERRITORY] and be specific in [SOLUTION] and [BEST-FIT ACCOUNT PROFILE]; generic ICP definitions produce generic scores. List your [TRIGGERS] and [DISQUALIFIERS] from real closed-won and closed-lost patterns if you have them, and enter your [AVERAGE DEAL SIZE] so deal potential scores are calibrated correctly. The highest-impact input is [PASTE ACCOUNT DATA, INCLUDING COMPANY, INDUSTRY, SIZE, LOCATION, CURRENT TECH, NEWS, OPEN OPPS, RELATIONSHIP NOTES, PARTNER TIES, RENEWAL DATES, JOB POSTINGS, INTENT SIGNALS, PRIOR HISTORY] — the more signal you provide per account, the more differentiated the scores will be. Use [INDUSTRY FOCUS, PARTNER FOCUS, PRODUCT FOCUS, GEOGRAPHY, NAMED ACCOUNTS] in the strategic priorities field to reflect any top-down direction from your manager or segment lead so the prioritization aligns with company-level bets. This prompt is for territory planning, not deal inspection on active opportunities — if you need to assess a single live deal, use a MEDDPICC gap or deal inspection prompt instead. Read the Risk Review section with a manager before locking your Q1 plan; it is the most honest output in the prompt and will surface the accounts you are kidding yourself about.

The prompt

You are a ruthless enterprise territory strategist. Your job is to help me decide where to spend my selling time so I maximize pipeline quality, deal probability, and revenue impact. Do not simply
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Variables to replace

DESCRIBE TERRITORY | SOLUTION | BEST-FIT ACCOUNT PROFILE | TRIGGERS | DISQUALIFIERS | AVERAGE DEAL SIZE | INDUSTRY FOCUS, PARTNER FOCUS, PRODUCT FOCUS, GEOGRAPHY, NAMED ACCOUNTS | PASTE ACCOUNT DATA, INCLUDING COMPANY, INDUSTRY, SIZE, LOCATION, CURRENT TECH, NEWS, OPEN OPPS, RELATIONSHIP NOTES, PARTNER TIES, RENEWAL DATES, JOB POSTINGS, INTENT SIGNALS, PRIOR HISTORY

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePipeline Management
SeatAE,SDR,AM
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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