claude

sumble-territory-planning

Companion to sumble-account-scoring: plan and rebalance sales territories. Interviews the user about their segments (default Enterprise + Commercial), what decides an account's segment (account score, headcount, revenue, or another CRM field), and whether that line is a hard rule or calibrated from their data. Pulls territory ownership from the CRM and per-rep×account activity (calendar meetings, Gong/Fireflies/Granola calls, Salesforce email) from whatever MCPs are connected. Generates a zero-dependency Python + HTML/JS app at territory_planning/{company}/ with per-segment book-strength heatmaps (a signed Kolmogorov-Smirnov distance between each rep's book and their peers', clickable to the rep's ranked accounts, plus a coverage table), an account view, flags for accounts that are unworked / in the wrong segment / strong-but-unallocated / double-allocated / strong-but-idle, and a suggest→accept/reject→export flow that writes an actions.csv of approved owner changes.

13 on GitHubby SumbleMITupdated 3 days ago
/

Plugin sumble-territory-planning from marketplace sumble in SumbleData/agents. Commands read from the repo's manifest — 3 days ago.

What it installs

Skills (1)

  • sumble-territory-planning

    Companion to sumble-account-scoring: plan and rebalance sales territories. Interviews the user about their segments (default Enterprise + Commercial), what decides an account's segment (account score, headcount, revenue, or another CRM field), and whether that line is a hard rule or calibrated from

View source on GitHub

More from SumbleData/agents

All 7 plugins →

Research and prospect accounts using Sumble's MCP and other context auto-pulled from live connectors. Opens with a single question, fired before any tool call: deep dive on a specific account, or help me prioritize across my accounts (plus the account name for a deep dive). Output defaults to an account plan rendered as an interactive HTML brief. However, other outputs are also possible: outreach sequences, a deck for a meeting, call prep when the invocation asks for them.

1 skill

13

Build an account-scoring AND/OR whitespace web app powered by Sumble data and optional first-party data. One skill, three objectives: score the accounts in your CRM, find whitespace (high-ICP-fit orgs NOT in your CRM), or both in one ranked sheet. Interviews the user about their ICP, pulls data from internal systems and possibly Sumble MCP, and generates a self-contained, zero-dependency Python + HTML/JS app at account_scoring/{company}/ with real-time slider re-weighting, an account-category column + filters (customer / allocated / unallocated / whitespace), and an evaluation mechanism to tune the score. Outputs a config file describing the scoring method and a Python script that applies it across all accounts.

1 skill

13

Build a CRM-cleaning review web app powered by Sumble data. Finds (1) potential duplicate accounts — CRM accounts that resolve to the SAME Sumble organization (Sumble's matcher is the only duplicate evidence; no domain or name-similarity matching) — and (2) missing or conflicting parent/subsidiary links, by matching every account to Sumble's organization graph via POST /v6/organizations (attributes incl. parent_id/subsidiary_ids — no SQL, no RunSqlQuery). Interviews the user about their CRM source and which checks to run, pulls the account list from internal systems or a CSV, and generates a self-contained, zero-dependency Python + HTML/JS review app at crm_cleaning/{company}/ with accept/reject/skip per finding, survivor selection for merges, and an actions.csv export of every approved CRM change.

1 skill

13

Install and launch the supplied Marimo app for building direct-mail audiences near company offices. Use when a user wants to research company offices with Sumble and Parallel, select job functions and seniority, filter people by distance, or run the direct-mail audience notebook. Copies the fixed app template, helps save API keys to a local .env file, installs locked dependencies with uv, and returns a local Marimo URL.

1 skill

13

Use Sumble MCP for account research, prospecting, people/job/technology searches, organization/contact list workflows, and Sumble MCP prompt or docs authoring. Use when Codex should follow Sumble MCP tool sequencing, query rules, and credit-management guardrails.

1 skill

13

Build a people-scoring web app powered by Sumble data and optional first-party data. Interviews the user about their ICP (job functions + skills via GetMyCompanyProfile), then builds a SMALL calibration sample from ~5 user-named companies via the unified v6 REST endpoints (POST /v6/people) so the app is ready in minutes. Optional gold set (closed-won opportunity contacts) drives an Evaluation tab and a conservative regularized weight fit. Generates a self-contained, zero-dependency Python + HTML/JS app at people_scoring/{company}/ with real-time slider re-weighting, a score.csv superset sheet, plus a production score_leads.py that applies the calibrated weights to an entire enriched CRM.

1 skill

13

Maintain sumble-territory-planning?

This page updates itself from your repo. Add the badge to your README, or get it Featured to pin it above the organic results with a followed link to your site.

claude & codex plugins7 plugins