Trainings/Module 09
Module 09

Time and Territory Management

The right person, at the right time, at the right frequency.

01 / Programme

Programme overview.

Building an efficient visit route in field sales, call list in inside sales and agenda for the manager. Participants analyse their own territory / portfolio and move to a weekly plan.

02 / Context

Why this training?

In field sales 60% of time goes to travel and 20% to admin, leaving only 20% with customers. Spending that 20% on the right customers at the right frequency is a salesperson's most critical management decision. This programme turns routing, segmentation and calendar blocks into discipline.

03 / Key concepts

The backbone of the programme.

01

Eisenhower Matrix

Sorting daily tasks by important / urgent. Most selling time disappears into 'urgent but unimportant' email; the real difference lies in 'important but not urgent' portfolio development.

02

Visit Frequency Rule

A customers every 4-6 weeks, B every 8-12 weeks, C once or twice a year. Frequency is set by potential, not by current revenue.

03

Geographic Route Optimisation

Visits in the same area planned on the same day. Cluster logic: the weekly calendar is blocked by city / region, with 4-6 visits a day instead of one.

04

Time Blocking

Fixed weekly blocks for prospecting, visits, proposal work and admin. An empty calendar fills with other people's meetings; a blocked one keeps the salesperson in control.

04 / From the field

Field example.

A Swiss construction chemicals seller averaged 12 visits a week, half of them with C customers. We re-segmented the portfolio using ABC and split the week into 3 fixed regional blocks; three months later weekly visits reached 18, A-customer contact rate tripled and field revenue rose 27%.
05 / Outcomes

By the end of the training, the participant will:

  • 01Manages time using the important / urgent matrix
  • 02Classifies the portfolio with ABC
  • 03Produces a weekly visit / call plan
  • 04Drops unproductive activities
06 / Content

Programme flow.

Day 1
  • Time management fundamentals
  • Portfolio analysis (ABC / potential)
  • Territory planning and routing
Day 2
  • Weekly plan workshop
  • Optimising meetings, travel and admin
  • Personal discipline system
Duration

Minimum 2 days

Languages

Turkish / French / German

Methods

Personal planning workshop, Portfolio analysis, Templates

Certificate

Certificate of participation issued

07 / Deliverables

What do you leave with?

No pure theory: templates and documents adapted to your business, usable from day one.

  • 01Your completed personal ABC portfolio table
  • 02Geographically split weekly visit calendar
  • 03Time block template (Outlook / Google Cal compatible)
  • 04Monthly activity-to-result tracking form
08 / Audience

Target participants.

  • Field sales representatives
  • Regional managers
  • Inside sales teams
  • Sales managers
09 / Prerequisites

Preparation.

  • Owning your own portfolio / territory
  • Bringing your customer list (Excel / CRM export)
Registration

Time and Territory Management — join the programme.

You can take this training individually, in a group or in-company. Send your request with your preferred language and format.