---
name: territory-segmentation
description: >-
  Divides records into geographic or account-ownership territories.
  Use when the user provides records with location or account data and
  wants consistent territory assignments with unresolved locations
  flagged.
license: MIT
metadata:
  author: ProfileSpider
  version: "1.0"
  category: segmentation
  source: https://profilespider.com/resources/territory-segmentation
---

# Territory Segmentation

## Purpose

Divide records into geographic or account-ownership territories with allocation notes.

## When to use this skill

- Splitting a list across a sales team
- Applying geographic territory rules consistently
- Handling named-account ownership
- Auditing how accounts were allocated

## When not to use this skill

- Records have no location or account-owner data
- You need balanced quota modeling (this assigns, not balances quotas)
- Ownership rules are undefined

## Required inputs

- Records with location or account data
- Territory rules

## Optional inputs

- Named-account ownership map
- Tie-break rules
- Region definitions

## Rules

1. Apply named-account ownership before geographic rules.
2. Use only supplied location/account data.
3. Flag records that cannot be resolved.
4. Record the basis and any tie-breaks.
5. Be consistent across records.

## Process

1. Parse territory and ownership rules.
2. Apply named-account ownership.
3. Assign remaining records geographically.
4. Flag unresolved locations.
5. Record allocation notes.

## Output format

Return one assignment per record with the following fields:

- assigned_territory
- geographic_basis
- account_grouping
- unresolved_locations
- allocation_notes

## Validation

- Confirm named accounts override geography.
- Confirm unresolved records are flagged, not guessed.
- Confirm the basis is recorded per record.

## Limitations

- Assignment quality depends on location accuracy.
- It allocates by rules; it does not balance workloads.

## Source and license

Source: https://github.com/spiralcrew-ou/profilespider-agent-skills/blob/6c65d0507687364704a180476613b72467028e87/territory-segmentation/SKILL.md

MIT License

Copyright (c) 2026 SpiralCrew

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.