The Brooks Sales Territory Planning Workshop

Empower your sales team to build strategic territory plans and tackle the sales targets you’ve set for them

Why Choose The Sales Territory Planning Workshop?


This customizable, instructor-led Sales Territory Planning Workshop (offered virtually or in-person) will give your sales reps the tools they need to build their own sales plans—and execute them successfully to meet and exceed their sales targets.

Participants will use their own accounts and territories to develop an action plan with detailed objectives. They’ll identify the activities they need to execute on a daily, weekly, and monthly basis to reach their sales quota—and the time management skills needed to keep them on track.

Who is This Program Intended For?

The Sales Territory Planning Workshop is designed for any member of a sales team (sales rep, sales manager, sales leader, etc) looking to meet or exceed their sales and profitability goals more consistently while also managing their time more efficiently.

Your sales professionals will develop a sales action plan by focusing on these 3 areas of business

Target Accounts

Identify current sales accounts belonging to competitors and develop action plans to win them over. What is the best form of sales outreach? 

Growth Accounts

Determine exactly how to grow high-potential accounts into profitable partners that will last years – not months. How can strategic thinking provide continued growth?

Key Accounts

Build action plans to increase revenue from already top-producing accounts and maximize their return. Where do we position ourselves from here?

The Sales Territory Planning Workshop Benefits

Clarity of goals from company strategy to individual daily activities

Improved time management and efficiency with leads

Increased revenue from high-potential and top-producing accounts

Improved communication between sales management and sales reps

Better sales revenue prediction and sales forecasting accuracy

Easy integration of territory plans into your CRM, salesforce automation, and operational tools

Better market penetration and differentiation from competition

What’s included in The Sales Territory Planning Workshop?

  • Six two-hour virtual sessions OR 2 days of in-person sessions of practical, easy to implement sales business planning strategies presented by one of our expert sales effectiveness trainers
  • Course exercises for identifying specific goals for each account segment
  • The Territory Planning Tool to develop action plans for future sales targets (In both digital and hard copy) 
  • The Sales Territory Planning workbook that your team will work out of for the duration of the workshop – keep it and come back to it for more insights!
  • Four monthly follow-up sessions with a sales effectiveness coach to reinforce and provide further training with real accounts – we offer coaching and reinforcement programs for direct implementation.

Give your sales reps a plan – and the confidence – with the Sales Territory Planning Workshop

Client Testimonials

“This two day workshop helped not only build valuable skills and discipline around structuring and executing a sales territory plan, but also helped with the change management and planning process going into the new set of financial quarters. Within months that followed this workshop, territory planning skills and focus gained in the workshop produced consistent results. We have attained a level of predictability for the longer term forecasting, putting the sales organization in a position where we can clearly measure success and identify corrective steps much earlier in the sales process.”

Toni Skokovic.
Vice President, Operations, iNTERFACEWARE

Frequently Asked Questions

Will sales professionals work with their own accounts?
Yes. Your salespeople will bring a list of their current clients and prospects to create a strategy and detailed sales territory plan that they can execute on as soon as the training is complete. This means that your team gives direct value to your business every step of the way.

Will participants work individually or in groups?
The Sales Territory Planning workshop is delivered by one of The Brooks Group’s expert facilitators, and includes a mix of individual and group work. Participants will have opportunities to collaborate with one another, brainstorming ideas and sharing best practices that each can incorporate into their individual business plan.

Do participants need to be previously trained with the IMPACT Selling®️ process?
No. While it is advised that participants execute their business plan using the steps of the IMPACT sales process, it is not a required pre-requisite. We offer multiple options in teaching the IMPACT Selling®️ process and programs and are more than happy to provide recommendations before or after any workshop or trainings.

Ready to help your sales reps build a high-performing sales territory plan? A representative from The Brooks Group will help get you started.