How to Build Territory Plans in Minutes: AI-Powered Prep for Public Sector Sales

How to Build a Territory Plan in Minutes

Territory planning isn’t just about geography. It’s about focus.

Where are the biggest public-sector opportunities? Which districts are investing in modernization? What contracts are about to expire? Where are the decision-makers already signaling intent?

That kind of plan usually takes hours of digging. But with Kevin, NationGraph’s AI-powered assistant, you can build a sharp, data-backed territory plan in minutes—simply by asking the right question.

Let’s walk through how Kevin helps reps prioritize faster and smarter.

The Problem: Too Many Signals, Not Enough Time

Even the best reps struggle to balance the volume of data:

• Which districts are large enough to be worth your time?
• Who’s spending on the category you sell into?
• What contracts are in play this quarter?
• Where are public goals aligning with your product?

The answers are all in public-sector data—but scattered across thousands of meeting minutes, budgets, plans, and purchase orders.

Kevin brings all of it together in one chat.

The Prompt: Where Should I Focus My Territory?

Let’s say your region is Florida. You want to know where to focus.

Ask Kevin:‍

“Create a territory plan for Florida’s top school districts based on tech spend, contract expirations, and modernization priorities.”

Kevin responds with a focused list of districts, each tied to:

• Technology spending history
• Upcoming or active procurement windows
• References to modernization, digital equity, or cybersecurity
• Public-sector documents with direct quotes or signals

All linked. All ready to act on.

The Output: A Targeted Territory Plan

Here’s what Kevin could generate:

• District: Miami-Dade County Public Schools
• Tech Spend (Last FY): $5.4M
• Expiring Contract: SIS renewal due October 2025
• Modernization Signal: March board meeting referenced “next-gen classroom strategy”
• Action: Engage IT leadership in Q3 with modernization angle
• District: Orange County Public Schools
• Tech Spend (Last FY): $3.1M
• Expiring Contract: Device leasing agreement ends Dec 2025
• Signal: Strategic plan emphasizes hybrid learning and accessibility
• Action: Lead with equity-driven device deployment messaging

You get more than a list—you get a working plan, rooted in the priorities that matter to your prospects.

Add Filters, Expand Focus

Kevin lets you layer in what matters to you.

Try:

“Show me which California districts with over $2M in tech spend also mention cybersecurity in their strategic plans.”

Or:

“Build a territory plan for the Midwest with a focus on grant-funded initiatives tied to STEM or workforce readiness.”

Kevin handles the complexity so you can get to action faster.

🎥 See It in Action

Want to watch Kevin build a full territory plan in just a few prompts?

In this quick video, we show how reps go from regional focus to actionable strategy—with sourced insights and zero spreadsheets.

Ready to explore your own use cases?

Start chatting with Kevin in your NationGraph workspace or book a walkthrough with our team.