This territory design template is a ready-made Google Docs document for sales operations teams who need to split accounts fairly between reps. It sets out the principles, the data inputs, the account tiers, the visit cadence and the rules of engagement across seven designed pages, so every rep can see why their time goes where it does.

Each page holds sample figures for Eastlake Supply, a fictional distributor, so you can judge what a finished plan looks like before you start. Make your own copy, import your accounts and replace the tiers, targets and rules with your own. The scorecard and the monthly checks stay in place as the review routine.