Workflow stories

Illustrative scenarios on live demo data — not named client case studies. Shows how leadership, managers, and reps use Expansion Workspace.

• Sales manager · Australian HVAC

  200 accounts assigned in one lasso

  Before: A commercial HVAC team debated suburb ownership in a shared spreadsheet. Reps ignored rows without local context.

  After: The manager lassoed a Wollongong pocket on the map, assigned 200 hospitality and healthcare pins to two reps, and the assignment board updated immediately.

  1. Selected territory suburbs on the map
  2. Drew lasso around the commercial cluster
  3. Assigned split between two reps
  4. Reps opened outreach tab with coloured ownership rings

  First week: both reps worked the same geographic patch with no overlap disputes.

• Solar sales rep · Solar & electrical

  Crew claims a call patch for the day

  Before: Installers drove between postcodes with a generic lead list and no map context for GHI or roof segment.

  After: Rep drew a target area around industrial rooftops, opened the call queue, and used Navigate on each pin.

  1. Switched to field map mode
  2. Lassoed industrial corridor near depot
  3. Opened call list sorted by tier
  4. Logged attempted status per pin

  Manager saw attempted counts in the team scorecard the same afternoon.

• Managing director · Field service

  Territory ROI before adding a crew

  Before: Leadership considered a second crew without modelling expected jobs or drive time from the existing depot.

  After: Compared three suburb bundles on scored map, reviewed territory ROI panel, and committed to a 90-day trial patch.

  1. Ranked suburbs on executive tab
  2. Toggled top SA2s into territory draft
  3. Reviewed commercial target count and revenue projection
  4. Published territory to reps for outreach trial

  90-day decision used scorecard contacted/meeting counts instead of gut feel.

• Business development rep · Solar & electrical

  Proof page before the site visit

  Before: Prospects asked why solar fit their site; reps sent generic brochures.

  After: Rep shared a proof page with local GHI, segment context, and mapped competitor density before the assessment.

  1. Clicked business pin on territory map
  2. Opened prospect proof view
  3. Shared link in pre-visit email
  4. Arrived with prospect already oriented on local data

  Shorter first meeting — conversation started on local fit, not company history.