Fix the Foundation: Getting Your Data Ready for Territory Planning

Unlock the secrets to building fair, scalable and data-backed sales territories. In this session, RevOps Co-op founder Matthew Volm sits down with Kevin Davis (CEO & Co-founder, BoogieBoard) and Jen Igartua (CEO, Go Nimbly) to break down how operators can fix the foundation of their CRM data and finally make territory planning predictable, efficient and seller-approved.

If your GTM team is heading into annual planning—or struggling with messy CRM data, account chaos, or rep distrust—this webinar is your playbook for designing modern territories using clean data, automation and workflow intelligence.

What You’ll Learn
✔ Why territory planning still feels like the “dark ages” for most companies
✔ How to clean, normalize and enrich CRM data before planning season
✔ The four levels of territory maturity (from spreadsheets to self-driving)
✔ What data signals matter most for carving rep books
✔ How RevOps can become the “hunter” and drive focus across GTM
✔ The tools, workflows and automations top teams use today
✔ How to build a feedback loop reps actually use
✔ Best practices for communicating territory changes and earning trust

Who Should Watch 📺
→ Revenue Operations leaders
→ Sales Operations & Strategy
→ GTM leaders planning for FY territory design
→ Data & systems operators
→ Anyone dealing with messy CRM data

About the Speakers
Matthew Volm – CEO & Founder, RevOps Co-op
Kevin Davis – CEO & Co-founder, BoogieBoard
Jen Igartua – CEO, Go Nimbly

Helpful Resources
📘 Join the RevOps Co-op community: https://www.revopscoop.com
🛠 Explore BoogieBoard resources: https://www.boogieboard.ai
📚 RevOps guides & blog: https://www.revopscoop.com/blog

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