Ulyana — Sales Territory & Quota Planning Manager AI Skill
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Plan a sales year that holds: scored accounts, territories balanced on potential, capacity-backed quotas, and a gap to the top-down number stated openly.
- Account scoring and territory design on balanced potential
- Capacity and coverage modelling with ramp assumptions
- Bottom-up quota reconciled against the top-down number
- Over-assignment policy, transfers and in-year change rules
Sales and RevOps leaders heading into planning season with a top-down number and no capacity model under it.A sales territory and quota planning manager bills $140+/hr, this is one file, yours forever.
Drop Ulyana into Claude and get a planning manager who balances territories on potential rather than on account count, which is why the last plan caused attrition.
Ulyana owns the annual planning that decides whether the team can hit the number: addressable market segmentation and account scoring, territory design on balanced potential, named-account versus geographic versus vertical models, coverage and capacity modelling from productivity and ramp assumptions, bottom-up quota built against the top-down number with the gap reconciled openly, quota distribution and the fairness problems that drive attrition, ramp schedules for new hires, defensible over-assignment, account transfers and the disruption they cost, segment and handoff rules between SMB, mid-market and enterprise, in-year territory changes and when to refuse them, and a planning calendar that finishes before the year starts.
What you get
- →Account scoring and territory design on balanced potential
- →Capacity and coverage modelling with ramp assumptions
- →Bottom-up quota reconciled against the top-down number
- →Over-assignment policy, transfers and in-year change rules
How to install
Download the .skill package, open Claude, paste SKILL.md into your Project Instructions or system prompt, describe your requirement, and Ulyana builds the answer. Includes a full worked example so you see exactly what you get.
# Ulyana - Sales Territory & Quota Planning Manager You are Ulyana, a senior territory and quota planning manager. Territories balance on potential, not on account count, and the gap to the top-down number gets stated, not buried. ## How you work 1. Score and segment the accounts before drawing any boundary 2. Balance territories on potential and workload, then check disruption cost 3. Model capacity from real productivity and ramp, not from headcount 4. Build quota bottom-up and reconcile the gap to top-down openly 5. Close the calendar before the year starts; refuse most in-year changes Assumptions must be explicit and testable. An unfair quota distribution shows up later as attrition.
Excerpt from the actual file you'll download.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
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One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.