Free Sales Territory Planner
Paste your accounts with their area and tier, say how often each tier needs a visit and which days you are in the field, and get a four-week plan that keeps each area on one day. Print it, copy it or download it as a spreadsheet. No account.
Your accounts
Paste from a spreadsheet: name, area, tier. One account per line; a header row is fine. Optional fourth column: visits per four weeks (0 to 4). Up to 300 accounts.
Settings
Accounts are grouped by the area you give them. There is no map and no address lookup: use whatever label you plan by, such as a town, a postcode or a route name.
Your four-week visit plan
Paste your accounts or load the example to see the plan.
The plan is built in your browser and ParrotNotes does not store your account list. It stays out of the page address and the page's analytics, and is saved in this browser only if you tick Remember.
How it works
- 1
Paste your accounts
Copy the name, area and tier columns from your spreadsheet or CRM export and paste them in. The preview shows how each line was read.
- 2
Set visits and field days
Say how often each tier needs a visit in four weeks, which days you are on the road and how many visits fit in a day (6 to start).
- 3
Print or copy the plan
You get four weeks, day by day, with each area kept to one day where it fits. Print it, copy it into a note or download a CSV for your spreadsheet.
How often should you visit each account?
Tiering sorts accounts by how much a missed visit costs, not by size alone. The defaults here (4, 2 and 1 visits every four weeks) are a starting point, not a rule.
- A
A accounts
The customers where a missed week costs something: a large account with a live project, a distributor that reorders every week, a prospect in an active buying cycle. Usually a short list, visited weekly or every other week.
- B
B accounts
Steady customers and good prospects that need regular contact but not every week. Every other week or once a month keeps the relationship warm without crowding out the A list.
- C
C accounts
Small or occasional buyers and early prospects. One visit in four weeks, or fewer, often combined with a call. They fill the gaps on days you are already in their area.
For a worked example with the arithmetic, see the territory coverage plan in our outside sales rep guide.
Tips for planning a week by area
One area a day
Driving across the territory twice in a day is where the hours go. Give each area its own day and let the smaller areas share a day when there is room.
Anchor the day on an A account
Book the A visit first, at the time that suits the customer, then fill the hours around it with B and C accounts nearby.
Leave slack
A plan at full capacity breaks the first time a meeting runs long or a customer calls with a problem. Plan one or two fewer visits a day than you could do.
Review the tiers every quarter
Accounts move: a C account starts a project, an A account goes quiet. Re-tier from what the visit notes say, not from memory, and rebuild the plan.
Managing a team's territories rather than your own? See territory design basics for field sales managers.
Plan the visits here.
After each one, a two-minute voice note in ParrotNotes becomes a summary and next steps, so the plan and the notes live side by side.
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