Territory Mapping Agent — Copilot Setup Guide

The Territory Planner organizes your sales accounts by geography, strategic value, and coverage priority — turning a scattered account list into a tiered, actionable plan. You get a territory snapshot, a 4-tier classification of every account, geographic clusters for smart trip planning, a priority matrix (overdue, on track, never visited), coverage and data gap analysis, and a sustainable visit rhythm — plus a confidence rating on the whole plan. Set up in under 10 minutes, it plans 50 accounts in under 10 minutes and saves 5–10 hours per quarter, including 2–4 hours of drive time each month through smarter routing. Seven onboarding questions tailor the tiering to what makes an account valuable to you, so you spend your time where it actually moves the number.