IntermediateTECHNICAL
Explain how you would structure a quarterly territory plan for a mid-sized SaaS product targeting healthcare clinics, including KPIs, prospecting channels, and forecast methodology.
Account Executive
General

Sample Answer

Problem: Build a repeatable quarterly territory plan to hit quota for a SaaS care-coordination product aimed at 50–250 clinician practices. Solution: Segment the territory by vertical (primary care, specialty clinics), clinic size, and maturity score (EMR integration readiness). Set KPIs: pipeline coverage 4x quota, SQLs = 15/Q, conversion rate 25% SQL->ACV, sales cycle 90 days, average ACV $45K. Prospecting channels: inbound (content & webinars focused on CMS reimbursement changes), targeted outbound (LinkedIn Sales Navigator + Outreach sequences), channel partnerships (local MSOs, regional health IT resellers), and event-based (state HCA conferences). Tactics: weekly ABM cadences for top 20 accounts, SDR cold outreach with clinical ROI playbook, two technical demos/week with solution engineers, and a referral program with existing customers. Forecast methodology: use a weighted-opportunity model in Salesforce — assign stage-based win probabilities calibrated from historical conversion data (Discovery 20%, Pilot 50%, Contract 85%), apply rolling 90-day forecast with Monte Carlo scenario for best/worst case. Impact: this plan produces actionable pipeline, improves forecast accuracy by ~20%, and focuses resources on highest-probability deals.

Keywords

Territory segmentation (clinic size, specialty, EMR readiness)Concrete KPIs with targets (pipeline coverage, SQLs, conversion, ACV)Prospecting channels: ABM, outbound tools (Sales Navigator, Outreach), partnershipsForecasting with weighted-opportunity and historical conversion calibrationUse of CRM (Salesforce), playbooks, and Monte Carlo for scenario planning
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