Engagement

Territory visualisation pack

Print-ready maps, overlap notes, and workload bars for one to three UK sales regions, with a written compliance companion.

Paper map spread across a wooden table

Who it is for

Commercial directors, sales operations managers, and ABPI-facing colleagues who need a shared picture of who calls on which GP practices, hospital trusts, and key accounts. Typical buyers hold a UK or regional book after a representative change, a brand in-licence, or a Clinical Commissioning Group successor reshuffle that left the old colouring obsolete.

Result

You leave with a bound pack: coverage maps at postcode-district and trust level, a one-page workload comparison per representative, a list of dual-covered accounts, and a short commentary on promotional materials and disclosure points that sit beside that geography. The pack is meant to be opened in a brand-plan meeting, not admired as a poster.

Scope

One to three contiguous UK regions. We will name every hospital trust on the book, group GP practices by current integrated care board, and mark private and community providers only where they appear in your call file. We will not invent accounts you have never visited.

Included

  • A ninety-minute briefing by telephone or at your offices
  • A written data request (last twelve months of calls, current roster, leftover samples policy if relevant)
  • Two draft map plates and one revision round
  • A review meeting of up to two hours
  • Final plates as PDF plus a print-ready set at A3
  • A four-to-eight page compliance companion covering leave-pieces in the bag, meetings linked to the territory, and transfers-of-value extracts that must match the named accounts

Excluded

Live connections to CRM systems, overnight refreshes, representative hand-held devices, and any licence to reuse our plates as a product you sell on. If a colleague later needs a new region, that is a further pack.

Who prepares it

Miriam Hale leads the geography. Dr Anjali Mehta reads the compliance companion for claims language and disclosure wording. Owen Pritchard checks that the workload bars can be walked in a real week, including rural Hampshire and highland miles where those appear on the book.

Process

  1. Briefing and data request
  2. Silent drafting week while we reconcile postcodes to trusts
  3. Draft plates returned with questions in the margin
  4. Review meeting
  5. Sign-off and print files

Timeline

Three to four weeks from a complete call file. Incomplete trust lists add a week. We will say so on day two rather than guess.

Place of work

Drafting happens in Brown Candover. The briefing and review can be remote or at your headquarters in the United Kingdom. We will travel for a realignment workshop if that is booked beside this pack.

What you prepare

A call extract with practice and trust identifiers, a current roster with contracted hours, and the name of the compliance officer who must initial the companion. Redact patient-level information before it leaves your building; we refuse identifiable patient records.

Constraints

We work from your files and from publicly named NHS organisations. We will not scrape competitor call plans. Maps remain accurate only until the next trust merger; we date every plate.

Price

From £4,800 for a single region. Two or three regions are quoted after we see the call volume. A deposit of one-third is invoiced at briefing. See rates for estimate factors.

Next step

Request a briefing and name the region, the number of representatives, and the date of the last map you still trust.

Request this briefing