new sales territory checklist
A new sales territory checklist before the first knock
A new sales territory checklist is the sequence that draws the territory, cuts turf inside it, puts one vendor on that turf, and sets a weekly visit target before the first route. Knockdesk is field sales software. A new turf has to sit inside the territory, and it cannot overlap turf already cut. Print from this browser. Checks stay in this browser. There is no separate PDF file.
Book a Walkthrough0 of 11 marked. Saved in this browser.
| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Draw the territory before anyone cuts turf | Draw a polygon, a circle, or a rectangle, or pick one zip, or one or more counties or states. A polygon needs at least 3 points. A saved radius is 100 to 100,000 meters. | Sketch the boundary on paper. | |
| Assign the territory to a team or to one rep | That assignment routes the turf. It does not, by itself, reassign every pin. | Your notes | |
| Cut turf inside the boundary | Cut by lasso, by a CSV of pins, or from pins already on the map. The lasso has to stay inside the territory. | Your notes | |
| Refuse a cut that overlaps turf you already cut | A new turf cannot overlap turf already cut. Two reps do not hold the same doors on this new sales territory checklist. | Your notes | |
| Put one vendor on the turf | One vendor is required on the turf. The launch does not split that turf across vendors. | Your notes | |
| Set a weekly visit target, or leave it blank on purpose | The target is 1 to 100,000 visits a week, on the territory or the turf. Blank means no target. Ahead starts at 110 percent of the target. On track starts at 90 percent. | Your notes | |
| Assign the turf to a field rep | The rep works the pins on the turf they were given. A rep does not draw a new territory. | Your notes | |
| Set Field prospecting before the first unassigned door | Field prospecting is Full lockdown, Semi lockdown, or Unrestricted. Full lockdown keeps knocks on assigned pins. Semi lockdown allows an unassigned place only inside a territory that allows field prospecting. Unrestricted allows anywhere. | Your notes | |
| Leave Do Not Contact off the knock list and out of coverage | Do Not Contact and Invalid Address do not count as coverage. Not Home still saves and still counts. | Your notes | |
| Order unfinished stops only after the turf is assigned | The route is unfinished stops on turf the rep holds. Done stays done. Optimize when 3 to 25 stops are selected. | Your notes | |
| Print this new sales territory checklist from the browser | Checks stay in this browser. There is no separate PDF file. | Your notes |
The draw
How to use this new sales territory checklist
Mark the rows while the boundary is still empty. A launch that starts with a route and draws the territory later will overlap the first week of doors.
- 1Print from this browser. Checks stay in this browser.
- 2Draw the territory as a shape, a zip, a county, or a state.
- 3Cut turf inside that boundary. Keep the lasso inside, and keep it off turf already cut.
- 4Put one vendor on the turf and set the weekly visit target, or leave the target blank.
- 5Assign the turf to a field rep and set Field prospecting.
- 6Order unfinished stops on that turf. Done stays done.
The settings
What the draw screen actually saves
These are the controls on the territory. A new sales territory checklist that skips one of them leaves the rep with a pin and no owner.
| Setting | What you set |
|---|---|
| Territory shape | Polygon, circle, or rectangle. Or one zip, or one or more counties or states. |
| Turf cut | Lasso, a CSV of pins, or pins already on the map. The lasso stays inside the territory. |
| Overlap | A new turf cannot overlap turf already cut. |
| Vendor | One vendor, required on the turf. |
| Weekly visit target | 1 to 100,000 visits a week, or blank. Ahead starts at 110 percent. On track starts at 90 percent. |
| Field prospecting | Full lockdown, Semi lockdown, or Unrestricted. |
| Coverage | Not Home counts. Do Not Contact and Invalid Address stay out of coverage. |
The hold
Turf a rep can hold, with no second claim
The turf cards on this page are a fixture. Each card is work cut from a territory. This new sales territory checklist is done when one vendor, a weekly visit target, and a rep sit on turf that does not overlap.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
The second claim
A new turf cannot overlap turf already cut. The second rep does not inherit the same doors.
The missing vendor
One vendor is required on the turf. The launch does not leave that field blank.
The blank target
A weekly visit target can be blank, and blank means no target. A number has to sit between 1 and 100,000.
The open map
Full lockdown keeps the rep on assigned pins. Semi lockdown and Unrestricted are the other Field prospecting modes.
Related
After you cut the turf
- Field sales resources
The hub this new sales territory checklist sits on.
- New market launch
Draw the territory, cut turf, and launch from the list you already hold.
- Sales territory mapping
The draw screen: shape, turf, one vendor, and the weekly visit target.
- What turf is
Turf is the work you cut from a territory and assign.
- Order the unfinished stops
The route comes after the turf is assigned. Done stays done.
- Sales rep daily checklist
Unfinished stops for the rep, after this territory is cut.
- Summer sales program checklist
The same draw and cut, set for a summer crew.
- Full desk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
What is a new sales territory checklist in Knockdesk?
A new sales territory checklist draws the territory, cuts turf inside it, puts one vendor on that turf, and sets a weekly visit target. Knockdesk is field sales software. The new turf cannot overlap turf already cut.
How do I cut turf?
Cut by lasso, by a CSV of pins, or from pins already on the map. The lasso has to stay inside the territory and cannot overlap turf already cut.
Can two turf packs overlap?
No. A new turf has to sit inside the territory, and it cannot overlap turf already cut.
How many vendors go on a turf?
One vendor. It is required on the turf.
What is the weekly visit target?
You can set 1 to 100,000 visits a week on the territory or the turf. Blank means no target. Ahead starts at 110 percent. On track starts at 90 percent.
What are Full, Semi, and Unrestricted?
Those are the Field prospecting modes. Full lockdown keeps knocks on assigned pins. Semi lockdown allows an unassigned place only inside a territory that allows field prospecting. Unrestricted allows anywhere.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The first pin
Bring the boundary before the drive.
We will draw the territory, cut turf that does not overlap, and put one vendor and a weekly visit target on it. Full desk is on the pricing page. A free trial is not open.
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