Sales Territory Planning & Routing: 2 - Day Workshop | Surrey, BC

Schedule

Tue, 07 Apr, 2026 at 09:00 am to Thu, 10 Sep, 2026 at 05:00 pm

UTC-07:00

Location

Regus | Surrey, BC

Advertisement
Master field sales efficiency by planning, analyzing, and routing your territory to maximize customer potential and sales results.
About this Event

Group Discounts:

  • Save 10% when registering 3 or more participants
  • Save 15% when registering 10 or more participants

About This Course

Duration: 2 Days (9:00 AM – 5:00 PM)
Delivery Mode: Classroom / In-Person Workshop
Language: English
Credits: 16 PDUs / Training Hours
Certification: Course Completion Certificate Provided
Refreshments: Lunch, tea/coffee, and snacks included

Course Overview:
This 2-day training equips field and distribution sales professionals with practical skills to manage and plan their sales territories effectively. Participants will learn a structured 5-step approach to assess customer potential, set strategic objectives, optimize territory routing, and measure performance to drive sales growth.

Learning Objectives:

· Plan sales activities within your territory using a step-by-step approach.

· Assess real customer potential and scoring.

· Evaluate territory strengths, weaknesses, opportunities, and threats.

· Set strategic, measurable objectives for sales growth.

· Implement efficient territory routing patterns for optimal coverage.

Target Audience:
Field and distribution sales representatives, account managers, and professionals responsible for managing sales territories.

Why choose this course?
This course is ideal for sales professionals seeking actionable strategies to maximize their territory potential. Through a structured 5-step methodology, delegates learn how to prioritize high-potential customers, streamline coverage, and achieve strategic sales goals. Practical exercises, real-world examples, and hands-on tools ensure participants leave ready to enhance sales performance immediately.

©2025 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Want to train your entire team together?
This program can be delivered virtually, in the classroom, or onsite, making it easy to train your sales team collectively, ensuring everyone aligns on best practices for territory management and sales growth.

📧 Contact us today to schedule a customized in-house, face-to-face session: [email protected]


Event Photos
Event Photos
Event Photos
Event Photos
Event Photos
Agenda
1. Sales Territory Analysis

Info: Competition, potential, and SWOT analysis of your territory.


2. Customer Potential Analysis & Scoring

Info: Identify key customers, assess attractiveness, and calculate real potential.


3. Strategic Territory Objective

Info: Set SMART sales goals aligned with your territory potential.


4. Territory Routing & Coverage Management

Info: Optimize routes, manage coverage, and use routing tools.


5. Measure, Evaluate & Corrective Action

Info: Track performance, identify gaps, and implement corrective measures.


Advertisement

Where is it happening?

Regus, King's Cross Shopping Centre, 7404 King George Blvd Suite 200, Surrey, BC V3W 1N6, Canada

Event Location & Nearby Stays:

Tickets

CAD 1210.17 to CAD 1551.72

Icon
Know what’s Happening Next — before everyone else does.
Catils_inc

Host or Publisher Catils_inc

Ask AI if this event suits you:

Discover More Events in Surrey

Mother's Day Appreciation Night
Fri, 29 May at 06:00 pm Mother's Day Appreciation Night

11387 128 St, Surrey, BC V3R 2W8, Surrey, BC, Canada, British Columbia V3R 2W8

CALENDAR
\u2764\ufe0fTOTALLY TOM PETTY SHOW from VEGAS | LEGION BRANCH CLUB 240 | WHITE ROCK
Fri, 29 May at 07:30 pm ❤️TOTALLY TOM PETTY SHOW from VEGAS | LEGION BRANCH CLUB 240 | WHITE ROCK

Royal Canadian Legion Branch 240

FITNESS ENTERTAINMENT
That St\u00f6ned Electric Night
Fri, 29 May at 08:00 pm That Stöned Electric Night

The Brownsville

MUSIC ENTERTAINMENT
Home Game vs Delta
Fri, 29 May at 08:00 pm Home Game vs Delta

Cloverdale Arena

CASA DEL RITMO AND LA CLAVE ORCHESTRA @ MOJITOS PUB
Fri, 29 May at 09:00 pm CASA DEL RITMO AND LA CLAVE ORCHESTRA @ MOJITOS PUB

12411 King George Blvd

FITNESS ENTERTAINMENT
B-Villes Finest
Sat, 30 May at 07:30 am B-Villes Finest

The Brownsville Pub

Surrey Garage Sale
Sat, 30 May at 09:00 am Surrey Garage Sale

Surrey, British Columbia

KIDS ART
RECHARGE BREAKFAST MEETING
Sat, 30 May at 09:30 am RECHARGE BREAKFAST MEETING

North Surrey Sport & Ice Complex

MEETUPS SPORTS
White Rock - Women In Business Networking event
Thu, 11 Aug at 10:00 am White Rock - Women In Business Networking event

White Spot White Rock

BUSINESS RAVES
Canadian Job Search Strategies Workshop (In-person)
Tue, 28 Feb at 01:00 pm Canadian Job Search Strategies Workshop (In-person)

10362 King George Blvd

WORKSHOPS
Resume Lab  [In-person Workshop]
Wed, 13 Nov at 02:00 pm Resume Lab [In-person Workshop]

10362 King George Blvd

WORKSHOPS
PrepTalk Interview - Mock Interview Sessions [In-person Workshop]
Wed, 12 Feb at 02:00 pm PrepTalk Interview - Mock Interview Sessions [In-person Workshop]

10362 King George Blvd

WORKSHOPS
Speed Dating Event Tricks: Guide for Surrey Singles
Wed, 04 Jun at 06:00 pm Speed Dating Event Tricks: Guide for Surrey Singles

Surrey

SPEED-DATING WORKSHOPS
How to Attract Women - Dating guide for singles in Surrey
Sat, 21 Jun at 07:00 pm How to Attract Women - Dating guide for singles in Surrey

Surrey

WORKSHOPS
Awakening Through Trauma - The Workshop - Surrey
Sun, 13 Jul at 10:00 am Awakening Through Trauma - The Workshop - Surrey

Surrey

WORKSHOPS HEALTH-WELLNESS
Monthly Info Session - WorkBC Centre Surrey Cloverdale
Wed, 24 Sep at 12:00 pm Monthly Info Session - WorkBC Centre Surrey Cloverdale

WorkBC Centre Surrey Cloverdale

WORKSHOPS
Together Community Cafe at Roadhouse Grille
Wed, 05 Nov at 12:45 pm Together Community Cafe at Roadhouse Grille

The Roadhouse Grille

HEALTH-WELLNESS
Speed Dating Event Tricks: Guide for Surrey Singles
Sat, 15 Nov at 09:00 am Speed Dating Event Tricks: Guide for Surrey Singles

Surrey

SPEED-DATING WORKSHOPS
How to Attract Women - Dating guide for singles in Surrey
Sat, 15 Nov at 10:00 am How to Attract Women - Dating guide for singles in Surrey

Surrey

WORKSHOPS
Digital Marketing: Strategies in the Times of AI \u2014 For Marketers in Surrey
Sat, 15 Nov at 10:00 am Digital Marketing: Strategies in the Times of AI — For Marketers in Surrey

Surrey

DIGITAL-MARKETING BUSINESS

What's Happening Next in Surrey?

Discover Surrey Events