Who this is for: RevOps setting up territories for new hires, or AEs/BDRs who just received a new territory.Time: 1-2 hours for setup (mostly waiting for enrichment). The rep is productive within their first day.What you’ll have at the end: A fully enriched, scored, and segmented territory where every account has strategic intelligence, tech stack, contacts, and a prioritisation score.
For RevOps: Setting Up the Territory
Create the territory and import accounts
Follow Steps 1-2 from the Territory Planning playbook. Import the account list via CSV or CRM sync.
Run full enrichment
Enable all intelligence modules and run enrichment. For 200 accounts, this takes 30-60 minutes.
Apply the scoring model
Use your existing scoring model (or build one - see Territory Planning Step 4). Score all accounts so the new rep immediately knows where to focus.
Set up monitoring
Configure monitoring agents across the top-tier accounts so the rep gets alerts from day one.
For the Rep: Your First Day
Review your Tier 1 accounts (30 min)
Go to Territory, sort by score. Your top 15-20 accounts are your Tier 1. Click into each one and spend 2 minutes scanning strategic priorities and tech stack. You’re not building account plans yet - you’re getting oriented.
Deep dive on your top 5 (45 min)
Pick the 5 highest-scored accounts and run through the Account Planning playbook for each. These are the accounts you’ll engage first.
Check who you should talk to (15 min)
Across your top 10 accounts, check Contacts & Org Chart for each. Who are the personas you sell to? Are there existing relationships from your predecessor? Note the key names.
Start prospecting (ongoing)
With intelligence on every account, you can start outreach from day one. Follow the Prospecting & Outbound playbook using the strategic context you’ve just learned.