Origin — Solar, Roofing & Generators
Territory planning

Reviewing a new market before assigning a team

A market discussion should separate operational readiness from a general interest in expansion.

A practical approach

Confirm the services under consideration, support capacity and the information the team needs before beginning activity. Identify unresolved local requirements for the appropriate reviewer. Test address search and record handling with non-customer test cases when possible. Do not treat a successful map search as proof that every operational requirement has been met.

Put it into practice

  1. Check support readiness
  2. Identify unresolved requirements
  3. Test the actual record workflow

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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