Fix the Foundation: Getting Your Data Ready for Territory Planning

Every year, RevOps and Sales Ops teams scramble to redraw territories - and every year, the same issues resurface: missing data, duplicate accounts, broken hierarchies, and messy ownership rules that throw the whole plan off course.

‍

Before you can create equitable territories or roll out clean assignments, you need to fix the foundation - your data.

‍

In this tactical session, we’re sitting down with territory experts Kevin Davis, CEO of BoogieBoard, and Jen Igartua, CEO of Go Nimbly, to walk through exactly what it takes to get your GTM data ready before territory planning season hits. You’ll learn:

• The 5 critical data elements that power fair, balanced territory design
• How to identify and resolve dirty or incomplete account data before it derails planning
• The systems and tools that make territory alignment scalable and repeatable
• Real-world examples of RevOps teams that transformed territory chaos into clarity

‍

If your team spends more time cleaning spreadsheets than creating strategy, this session will show you how to flip the script.

‍

Get your data foundation right — and territory planning becomes faster, fairer, and a whole lot less painful.

‍

Not a member of the RevOps Co-op yet? Join here to connect with 18,000+ pros who love revenue operations!