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Territory plan templates

3 templates

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Compare territory plan versions

Pharmaceutical Territory PlanTerritory Design DocumentSales Territory Plan
FormatDocumentDocumentDocument
Works inGoogle Docs and WordGoogle Docs and WordGoogle Docs and Word
Length7 pages7 pages8 pages
StyleMinimalCorporateModern

What a territory plan should cover

A territory plan sets out how a seller will cover a region or set of accounts to reach their number.

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Cover the market and accounts, account tiers, current pipeline, target gap, the coverage plan, and quarterly actions.

Rank accounts by potential, then spend most of your time on the top tier.

Compare Pharmaceutical Territory Plan, Territory Design Document, and Sales Territory Plan, all 7 to 8 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is a territory plan?

A territory plan sets out how a seller will cover a region or set of accounts to reach their number.

What should a territory plan include?

Include the market and accounts, account tiers, current pipeline, target gap, the coverage plan, and quarterly actions. Rank accounts by potential, then spend most of your time on the top tier.

Where should I start with a territory plan?

Start with Pharmaceutical Territory Plan: A 7-page territory plan that tiers prescribers, sets the visit cadence for 45 field weeks and keeps compliance in the call plan. If that is not the right fit, compare it with Territory Design Document.

How long is a territory plan?

The templates here are 7 to 8 pages long. Cut any section you do not need; each template explains what its sections are for.

Which apps can I use for a territory plan?

Yes. These territory plan templates work in Google Docs and Microsoft Word. All 3 templates are free, with no account or email needed.

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