Territory Mapping... 2024 let's go! Advice please

Hi fellow salesfolks, hope your 2023 has been nothing but memorable. It is time to start strategising for 2024 and I need some help please...


Come 2nd week of January, I will have to present in front of my senior leaders my Quarterly Business plan (of attack). I have been given ±250 accounts this week as part of my territory. I joined the business just little under a month ago so my focus will be very much on my prospecting plan. Business has been kind so my targets will only start from Q2 (at a 50% ramp).


Now where I am in a bit of a muddle is how to 'best' tier my accounts. We are a financial wellbeing solution, for companies to better support their employees via our benefit offering. I have just started cleaning up my accounts, adding contacts etc. But in terms of tiering and knowing where are my best bets, I am a bit lost. With the nature of our offering I have also been checking and documenting my accounts' glassdoor review scores, current benefit offerings on their career pages.


  • Is there anything else that jumps out when it comes to tiering accounts that I am blindly missing?
  • Also any general best practice to run QBRs?
  • And also prospecting tips start of the New Year (where everyone is grumpy that holidays are over...).


New market (I just moved from Asia to London), new company for me. I need all the help I can get! And my goal for 2024 is 100% of target no less!

Do you run a QBR to present to your senior leaders your sales plan?

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🔎 Prospecting
🗺 Territory
✍️ Sales advice
6
jefe
Arsonist
2
🍁
No, but I have in the past. Apparently I was pretty good at it though as they tapped me to run a training on it for a team in the UK from a small company we'd acquired.
I don't remember many of the details, but I had to do it remotely at 6am local time as I was at a conference on the other side of the country.
CuriousFox
WR Officer
2
🦊
Nope. I have a monthly 1 on 1 with my boss.
Kosta_Konfucius
Politicker
1
Sales Rep
I dont do it quarterly, just yearly or when a significant change is made
Sunbunny31
Politicker
1
Sr Sales Executive 🐰
We have done it, but have recently shifted to online collection of data.

Regarding your question about presenting in your org: often there is a base template to leverage - see if you can get your hands on that. Also connect with the better/best reps on the company. Ask them these questions - how do they tier their prospects? What did their best QBR look like?
wolfofmiami
Opinionated
1
🐺
You should up your targets there’s that saying aim for the stars land on the moon. Or that one that’s like aim high you might miss, but aim low and you might hit
11

AE’s - here’s a very client-centred way to gather information about ‘WHEN’ a decision needs to be made. Doing it this way will help you shorten sales cycles and build trust. Keep in mind - not every question I ask in this example is a perfect fit for every buyer, but should give you a good place

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