Step #0: 🤗  Author’s Note

👆 Click the dropdown triangle for each step to view the step details

Step #1: 🎬  Tactically Prepare Your Stakeholders

<aside> ✅ Step #1 Action List

• [ ] 1.1 Use BoogieBoard’s Project Hub Template (Or create your own)
• [ ] 1.2 Set Clear Territory Planning Objectives
• [ ] 1.3 Decide What’s on the Table
• [ ] 1.4 Identify Clear Roles & Responsibilities
• [ ] 1.5 Agree on a Holdover policy
• [ ] 1.6 Align with Capacity Planning
• [ ] 1.7 Align with Quota Planning </aside>

Step #2: 🤯  Defeat the “Our Data is Bad” Problem

<aside> ✅ Step #2 Action List

• [ ] 2.1 Demystify the data strategy
  • [ ] Communicate your Account Data strategy to stakeholders via BoogieBoard’s Account Data Strategy Template
  • [ ] Create a Data Hygiene Dashboard
• [ ] 2.2 Implement continuous data improvement processes
  • [ ] Keep Hierarchies Simple
  • [ ] Scrub Duplicates
  • [ ] Ready Backups
  • [ ] Review all Account-related automations, configurations, code, and data entry points
• [ ] 2.3 Narrow the Scope to Serviceable Addressable Market (SAM)
• [ ] 2.4 Implement BoogieBoard’s Third Party Data Provider Best Practices </aside>