The problem this solves
Two reps email the same company because nobody wrote down who owns it. A lead goes to whoever happened to see the form. When a rep leaves, their customers go without an owner for a long time.
How I work
First, the sales manager and I write down a split that usually lives only in people’s heads. That covers how you divide customers (region, company size, industry, product line) and which accounts matter most. I check whether that data is filled in on company records and suggest how to close the gaps.
In HubSpot, I create territory and segment properties, teams with permissions and views, and workflows that assign an owner to new companies and leads. Companies no rule covers go to a list for the sales manager to decide on. I compare the current split with the new one, and we agree on exceptions before the switch. I leave a written procedure for when someone joins or leaves the team.
What you get
- A written territory and segment split
- Territory and segment properties on company records
- Workflows that assign owners to new companies and leads
- Teams with permissions and views
- A territory coverage report
- A procedure for reassigning customers when the team changes
What usually goes with this service.
HubSpot Sales Forecasting and Reporting
A dashboard with a forecast built from the pipeline, where managers and leadership see the same numbers as ...
HubSpot Prospecting Agent Setup
A Breeze agent finds companies that fit your customer profile and drafts first emails your reps approve.
HubSpot Sequences and Sales Tools Setup
Your reps get ready sequences, email templates, meeting links and a task list for every day.