Flagship · 12-week cycle
Quarterly Territory Review
A twelve-week engagement producing annotated territory maps, call-frequency analysis, and a director-ready briefing for one therapeutic franchise across up to fifty districts.
Request this engagement
Who this is for
Regional medical affairs directors, commercial operations leads, and franchise heads who need a single authoritative view of field activity before cycle planning.
What you receive
A bound briefing document, annotated data appendix, and one-hour presentation that identifies coverage gaps, sample distribution anomalies, and prescription trend shifts by district.
Included in scope
- Kickoff workshop with your CRM administrator and field trainers
- Territory boundary validation against your current roster
- Call-frequency analysis against target physician lists
- Sample shipment reconciliation with flagged outliers
- Prescription panel integration (client-licensed data only)
- Printed briefing (5 copies) plus digital slide deck
- One on-site or video presentation to regional leadership
Outside scope
- CRM configuration or data cleanup beyond standard export formatting
- Ongoing dashboard hosting or live data feeds
- Legal review of promotional claims
- Field rep coaching or ride-along observations
Process
Week 1–2
Data intake & validation
We receive CRM exports, sample logs, and prescription panel files. Our analysts flag missing fields and inconsistent date ranges before analysis begins.
Week 3–6
Territory mapping & call analysis
District boundaries are drawn and call frequencies are plotted against your target lists. Gaps exceeding 15% receive annotated notes.
Week 7–9
Prescription trend overlay
Licensed panel data is merged by physician cluster. We note where call activity and prescription movement diverge.
Week 10–11
Draft review
You receive a draft appendix for factual verification. Two revision rounds are included.
Week 12
Presentation delivery
Final briefing printed and presented to your leadership team at your office or via secure video.
How to prepare
Prepare CRM exports covering the full quarter, current territory roster, target physician lists, and sample shipment records. Prescription panel access credentials if applicable.
Constraints
One therapeutic franchise per engagement. Maximum fifty territories. Data must be provided in CSV or XLSX with documented field definitions.