Skip to content
  1. Home
  2. Product
  3. Blueprint
The Blueprint

The plan everyone can actually read.

Territory logic usually lives in tribal knowledge and a deck that was stale by Friday. The Blueprint is the plan itself as a document — every rule, goal, lock and owner, readable by the whole revenue team.

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

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.

See pricing