🧘🏽 BOBI is your AI‑powered assistant, trained on every piece of territory‑planning content online (100+ different sources). Ask any question about designing and optimizing your sales territories, and get instant, data‑backed, actionable advice.

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🚀 What BOBI Can Do

All capabilities are focused exclusively on optimizing sales territories and books of business:

• Territory Step‑by‑Step Guidance

  Walk through any of the 7 territory‑planning steps for your specific book-of-business with clear, actionable instructions.

• Book‑of‑Business Analysis

  Upload your territory spreadsheets to spot imbalances, anomalies, and optimization opportunities across your entire book of business.

• External Territory Best Practices

  Leverage the latest public insights on territory design—case studies, whitepapers, and industry reports, all cited to your planning context.

• Role‑Specific Territory Advice

  Tailored recommendations for Sales Reps, RevOps, Sales Ops, and CROs on structuring and managing their territories.

• Mini‑Workflows & Territory Templates

  Quick checklists, red‑flag alerts, and script templates designed to solve common territory‑planning challenges.

• Clarifying Questions for Territory Design

  BOBI asks for missing details (team size, geography, revenue targets, account tiers) to ensure precision in your territory strategy.