BoogieBoard Territory Design Services



Don’t enter the planning season alone. BoogieBoard consultants and our AI software are here to shepherd you through the design process. 

Whether you need help with geographic territories, target account lists, or existing customer books of business, BoogieBoard designs your coverage models quickly and fairly.

We divide, you conquer.

"BoogieBoard just works. It saved weeks of time that would've been spent in spreadsheets and created perfectly equitable territories."

Meredith Dowd

VP, Revenue Operations

When you engage with BoogieBoard:

No software implementation. Engage our team of design pros during planning season and don’t worry about anything after that.

No drawing complicated maps. Our GeoAware products do this for you. And since you’re leveraging our services, we’ll use these tools to support the design.

No arguing over fairness. We'll give you a quantitative backbone to socialize with your stakeholders. No more ambiguity or complex explanations to Sales.

No more delay. Get accounts to sellers and customer managers quickly so there’s no lapse.

So what is it?

Forego the hassle of implementing, learning, and managing yet another software (or forgetting its existence altogether). Let the experts at BoogieBoard handle the heavy-lifting of territory design.

  • A guided process from discovery to data gathering to territory design
  • A proprietary algorithm that delivers perfectly balanced territories
  • Territories tailored to your business criteria and goals

Our simple and straightforward approach will have you breezing through planning season - with ample time left to unwind on the beach!

“Carving territories is always painful. It is like doing your taxes. BoogieBoard is the TurboTax of territory carving ."

“Implementing BoogieBoard was as easy as it could be... Ultimately, we ended up with some strong territories and very happy sellers ."

Alli Manning • COO at Challenger Inc.

Customer Case Study

BoogieBoard Partners with Challenger Inc.

Amidst a hectic planning season and faced with a transition away from traditional "geo-based" sales territories, Challenger Inc, the company behind the bestselling book, The Challenger Sale, chose BoogieBoard as their territory design partner.

Find out how Alli Manning, COO, navigated the tricky challenges that arise when shifting to an account based selling model and the tools she used to get the job done.

Read more

Territory Design

Our White Glove Approach

How does it work?

1. Prepare

  1. Align project goals
  2. Implement BoogieBoard’s change management best practices
  3. Implement BoogieBoard project management asset

2. Build the existing model

  1. Ingest your account data into BoogieBoard
  2. Ingest your organizational structure into BoogieBoard
  3. Ingest your business logic into BoogieBoard
  4. Lock accounts that can’t move

3. Analyze

  1. BoogieBoard generates summary reports at territory and account levels
  2. Review and analyze with stakeholders

4. Set Balancing Goals

  1. Input the desired goals for your territory model
  2. Whether its Named Account Lists, GEO, Vertical, Existing Customer Books of Business, or a combination…Tell BoogieBoard what you want it to produce

5. Design Scenarios

  1. Push ‘go’ and BoogieBoard produces a balanced design

6. Iterate

  1. Repeat steps 3-5 until you have a result that works

7. Operationalize

  1. Push account ownership or business logic to CRM.

Your "State of the Union"

We start your engagement by getting a deep understanding of how things sit today. See all that red? We’ll work to get rid of that.

Set your goals

Decide which balancing goals are important for your territory design. We  work with you to prioritize these and weight the BoogieBoard algorithm, ensuring the final results are perfectly balanced.

Let's Boogie!

Ahhh…all green. Enjoy your newly designed and balanced territories.

Why BoogieBoard?


AI-Powered

Traditional territory planning software requires manual calculation. Our AI-powered territory planning software does the hard work, so you can sit back and enjoy the results.



Geo-Intelligent

Whether you need to create targeted account lists or geographically based territories, BoogieBoard creates perfectly balanced territories every time.



What-if Scenarios

Make sure everyone’s opinion is heard. Instantly visualize different scenarios to share with your stakeholders and make decisions quickly.


Learn more about our service engagements