By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Revenue Operations
Flash Icon Decorative

The Biggest Hurdles in Territory Design: Equity and Change Management

Scribbles 2
balance with "fair" on one side and money roll on other

This post is part four of our four-part series with our friends at BoogieBoard on territory planning. 

Series Overview:

“They want me to quit. I know it.”

That wasn’t the first—or last—time I heard a salesperson threaten to leave because of territory changes.

When companies grow fast, carving sub-territories out of large, high-performing regions is inevitable. But for the rep who built success in that market, the split feels like punishment. Half the leads, more pressure to self-generate pipeline, and a harder climb to quota.

In one case, we avoided disaster by working with marketing to ensure both territories got the same level of support. We showed reps exactly how leads were being divided and enforced clear rules of engagement with the help of a strong sales leader. The outcome? The rep stayed—and hit President’s Club two more years in a row.

That’s the tightrope RevOps walks. Territory design isn’t just math or CRM plumbing. It’s people.

Why Territory Equity Matters

For me, territory equity has always carried personal weight. Not because I carried a quota (I didn’t) or because I’ve done ride-alongs back when sales reps lived out of their cars (though that’ll teach you empathy fast).

It’s because I married a seller. I lived the highs and lows of good quarters and bad. I knew exactly what it meant when he was handed a bad patch—like being assigned Quebec when you don’t speak French. It didn’t just affect his numbers. It shaped our income, our travel plans, and our ability to save for the future. And we were lucky. Many of his peers were sole earners supporting large families.

That’s the emotional weight of territory equity. It’s not just maps and accounts—it’s livelihoods. For many reps, more than half their paycheck comes from variable comp. Their base salary alone often can’t cover a mortgage or raise a family.

From the business side, inequitable territories create mess after mess:

  • Compensation complexity. To “make it fair,” you end up with one-off comp structures. Some reps sell twice as much just to earn the same, making success feel like punishment.

  • Manager headaches. Sales leaders get stuck explaining why one rep landed a gold mine while another got a ghost town. Testing a new industry with a rookie might be defensible—but only if your product is ready.

  • Murky performance data. When a rep misses quota, was it their ability—or their territory? Suddenly ramp times, hiring, and forecasts lose meaning.

When equity is missing, trust evaporates. And trust is the currency your company culture trades in.

Planning for Territory Equity

So how do you design fairness without blowing up your ICP—or over-engineering the whole thing? Start here:

1. Go Beyond ICP

It’s not enough to say, “Our ICP is mid-market healthcare, so let’s slice by headcount.” You also need to account for market saturation and maturity.

  • TAM (Total Addressable Market): The big, optimistic number—every possible account.

  • SAM (Serviceable Available Market): The slice that’s realistically reachable with your products, geography, and ICP.

  • SOM (Serviceable Obtainable Market): The accounts you can realistically capture in the near term, given budgets, coverage, and capacity.

circles representing SAM, TAM, and SOM

A hospital-rich region that’s been hammered by your outbound team for two years (SOM) is not the same as a fresh greenfield (SAM).

2. Watch the Early Indicators

Market size sets the stage, but early engagement tells you the workload ahead. Inbound lead volume, event attendance, and current deal velocity show whether a territory has momentum—or needs heavy lift.

3. Partner with Marketing

If a patch looks light, don’t shrug. Work with marketing to rebalance: more ads, geo-targeted campaigns, or fresh content can tip the scale.

Marketers usually operate at a high level unless they’re running ABM plays. They don’t need to go full ABM to help a rep. Geographic targeting, especially in under-covered regions, can drive opportunity without unfairly penalizing sellers in greenfield markets. The key: set leadership expectations that lead volume will be lower—but marketing shouldn’t be punished for doing the right thing for the business.

4. Define Balance Attributes

Spell out what makes a “good” territory. Deal size? ICP density? Market maturity? Name it explicitly to avoid shadow criteria creeping in. Debates about what makes a good territory are healthy. Arbitrary debates not bound by criteria go nowhere.

5. Build Feedback Loops

Don’t expect to nail it on the first try. Track quantitative benchmarks (pipeline generated, win rates, ramp times) and qualitative feedback (what reps are seeing in the field). Territories are not monuments. They’re living systems.

For more on planning for territory equity, check out BoogieBoard’s RevOps Guide to Territory Equity.

Where Change Management Comes In

The hard truth: even the smartest, most data-backed territory plan will flop if rolled out poorly.

Sneaking changes in under the radar? Always a mistake. Transparency beats stealth every time.

Here’s how to manage it well:

1. Get Sales Leadership Buy-In

Loop your sales leader in early. Align on the comms plan. Decide upfront which objections you’ll handle and which require their voice. And involve them throughout—not just at the end—so they own the outcomes.

2. Communicate Early and Often

Give reps a defined window to raise objections and a clear escalation path. Surprises kill trust.

3. Plan for Rollbacks and Adjustments

Not every shift will land as expected. Have contingency plans ready before launch.

4. Measure and Share Outcomes

Check results at 3, 6, 9, and 12 months: productivity per rep, time-to-ramp, quota attainment. If changes are working, communicate the wins. Closing the loop builds credibility and makes future changes smoother.

For a complete change management template, check out BoogieBoard’s How To Launch Your Territories at Sales Kick-Off.

Rules of Engagement

Change management doesn’t end with rollout. You also need clear, enforced policies to prevent turf wars:

  • Closing timelines: How long does a rep keep a deal after a territory shift?

  • Account hoarding: How many accounts can a rep sit on, and how quickly do they need to request ownership?

  • Splits: When are deal splits legitimate, and when are they just sandbagging?

This is where sales leadership must enforce. If they don’t, RevOps gets cast as the cop—and no one wins.

And check out BoogieBoard’s Rules of Engagement for Your Sales Organization for a more detailed approach.

Final Word: Territory Planning is Human Work

At its core, territory design is part math, part plumbing—but mostly people. Get equity right, and reps trust you. Handle change management transparently, and they’ll follow you into the next iteration without a revolt.

Need help beyond this series? Explore BoogieBoard’s resource center—or see the product in action.

Related posts

Join the Co-op!

Or
scribbles 7 birds