Account Research and Territory Planning

PROGRAM DESCRIPTION

Join Sales Assembly and David Weiss for Account Research and Territory Planning, part of the Pipeline Planning certification.

This program focuses on researching accounts efficiently by uncovering triggers, intent, and strategic priorities. Participants learn a system to prioritize based on fit, engagement, and whitespace. Emphasis is on turning insights into outreach that resonates and building consistent pipeline through structured planning.

WHAT YOU’LL WALK AWAY WITH

• Research accounts efficiently: uncover the triggers, intent and strategic priorities behind each account.
• A system to prioritize: rank accounts on fit, engagement and whitespace.
• Turn insights into outreach: use what the research turns up to write outreach that resonates.
• Structured planning: build pipeline consistently instead of in bursts.
• A learner takeaway guide with two exercises for that week and ready-to-use AI prompts.

FROM A PREVIOUS SESSION

72 attended ◦ 4.45/5 average rating

“Loved the supplied prompt document , An amazing takeaway!” Sales Manager

Watch a clip from the last session

ADDITIONAL INFO TO KNOW

This program was built in collaboration with one of our Executives-in-Residence. To earn the certification, complete all required live programs (in any order) and be live on Zoom for at least 40 minutes of each. The program is open to all employees of Sales Assembly member companies who are logged in to their account (for help, email support@salesassembly.com), and all registrants comply with our Terms and Conditions.