What's in it
Your rules of engagement, written down — automatically
Territory rules
Every node's routing rules, rendered as readable chips.
Balance goals
What “balanced” means here: a definition anyone can audit.
Locking rules
Which accounts never move, and why.
The roster
Who owns, supports and manages each territory, with start dates.
Find & discuss
Search the plan. Comment on the plan.
Jump to any rule with search and keyboard shortcuts. “Please include Canada here” attaches to the rule it's about, not to a spreadsheet cell or a Slack thread nobody can find in March. Mentions notify people and can become tasks.
Share
Reviewers who can't break anything
Invite stakeholders as read-only collaborators who can comment, or export the Blueprint to HTML or Markdown for the kickoff deck and your wiki. No stale PDF — because it is the plan.
- Export the roster to CSV or Google Sheets
- Edit links respect each person's permissions
Keep exploring
See your own territories balanced — on the first call.
Bring a CSV or connect Salesforce. We'll build a balanced plan from your real accounts while you watch.