How do you approach CS territory planning?
We've hit August and that's always been the kick-off to planning season for me. I'm starting to think about team structure, customer tiers, and territory assignments. I'd love to hear what others are doing in terms of the following:
Customer Segmentation: How many tiers? How do you determine tiers?
Territory Assignments: Regional Considerations, tiers, skill level etc...?
Model: High/Mid/Low/Tech Touch
Ratios: Headcount vs Revenue Managed, Headcount vs. Number of Customers
I'm at an early stage company now but as we hit the accelerated growth curve, I'd like to have a staffing model in place that will help us simplify staffing needs (and budget requests) in 2021 based on hitting key milestones in our growth plan.
Now I just need to build the model! Easy right? All help, advice, success stories, and lessons learned are welcome!
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