Playbooks

Audit and codify territory assignment logic

Turn spreadsheet territory rules into data with collision detection.

Steps

Export current assignments. Pull account-owner mappings from CRM.
Find orphans and collisions. Accounts with no owner or multiple owners.
Codify rules. Document territory logic as rule table in warehouse.
Apply and verify. Run rules against full universe, compare to current state.
Install automation. New accounts auto-assigned by rule engine.

Zero orphaned accounts. Collision rate below 1%.