TIP · Territory Intelligence Platform

Know who deserves your attention, and why now.

Territory intelligence for sales teams that build business in the field. TIP tracks what changes across your accounts, explains which ones matter now, and starts each day with a short list of who to visit or call, and why.

Get early access → See how it works
  • Every reason links to its source
  • Runs in your phone's browser
  • Your CRM stays yours
The problem

The market has been telling you where to go next. Most teams hear about it from a competitor.

01

Territories get worked from memory

Reps work the accounts they know. The permit, the RFP or the new plant manager two exits over goes unseen.

02

The CRM shows what already happened

It records your pipeline. It can't tell you what changed in the market this week, or who just became worth your time.

03

Lead lists come without reasons

A thousand rows with a score and no reason gets ignored. A rep needs to know why before reaching out.

Your daily TIPs

Who to visit. Why now.

Each morning starts with a short list. A TIP is one recommendation: a specific account, a specific reason, and the right person to ask for. Your reps can read it in five minutes between meetings and act on it the same day.

RFP due Oct 14
Town of Brackmoor

Posted an RFP on Sep 24 for managed IT and cybersecurity services, due Oct 14. The town's IT coordinator position has been posted since August, and a state cybersecurity grant was awarded in July.

Ask for: Procurement contact named in the RFP · Town Administrator after the bid closes
✓ Sources: state bid board, town job posting, grant award list11 mi straight-line
Log itFlag a problem

Fictional example for illustration.

  1. Why now, in plain English

    Every recommendation opens with the event that triggered it: an RFP, a permit, an ownership change. You never get a bare score.

  2. Who to ask for

    The role to ask for. TIP gives a name only when one appears in a published source, and never guesses at people. It doesn't supply phone numbers or email addresses.

  3. The receipt

    One tap shows the source document, when it was retrieved, and how the claim was pulled from it.

  4. A clock

    Opportunities go stale. Each TIP shows when its window closes, so the list stays current instead of piling up.

  5. Feedback goes somewhere

    Flag a record that looks wrong or out of date and it goes back to be checked. What reps report improves tomorrow's list.

More than a list

The daily list is where it starts. The intelligence is behind it.

Every recommendation opens into the account and the territory around it. Your team understands an account before reaching out, sees what has changed, and knows where in the territory to focus.

Account brief
Town of Brackmoor
Municipality · 11 mi straight-line from your starting point

Why now

An RFP for managed IT and cybersecurity is open until Oct 14, and the town's IT coordinator role has been vacant since August.

What changed

  1. Sep 24RFP posted on the state bid board
  2. Aug 12IT coordinator position posted
  3. Jul 30State cybersecurity grant awarded
  4. Jun 18New budget adds an IT services line

Roles on record

Town Administrator
Finance Director

Sources

4 public records, each one linked

Account brief · fictional example
Your territory this week
Harlow CountyBrackmoorKestrel Falls
  • Harlow County3 accounts worth a visit · ownership change, grant award, new permit
  • Brackmoor corridor2 accounts worth a visit · RFP, job posting
  • Kestrel FallsQuiet this week. Nothing cleared the bar.
Territory view · fictional example

Understand the account

Why it matters, what it's planning, who is on record, and the sources behind every fact, in one place before you reach out.

Track what changes

RFPs, permits, budgets, ownership changes and job postings, each dated by when it happened and tied to the right account.

Decide where to focus

See which parts of your territory are active this week and which are quiet, so a day goes where it counts.

Follow a rep through a sample week →

How it works

Watch the territory. Weigh the evidence. Reach out prepared.

01 · Watch

Sources checked before your day starts

TIP collects public records, bid boards, filings, job postings and announcements from the sources it covers in your market, then ties each one to the right organization and location.

  • RFPs
  • permits
  • budgets
  • awards
  • ownership
02 · Weigh

Scored with rules you can read

Each account is weighed with rules written for your industry, not a black box. Every ranking comes with its reasons and can be traced to its sources.

  • plain-English reasons
  • sources you can open
03 · Reach out

Today's list, on the phone

Reps open a short ranked list, then log the visit, the call or the follow-up in a tap. What they report improves tomorrow's list.

  • today
  • this week
  • field log
  • feedback
RFP postedBuilding permit issuedContract awardedBudget notice filedNew IT leaderOwnership changeInspection coming dueExpansion announcedJob postingGrant awardedWARN noticeCouncil agenda itemReferendum passedLicense issued
Territory intelligence, with receipts

Built to be trusted by the people who have to make the call.

Every claim has a source

Each reason traces to an observed record: the document, where it came from, and when it was pulled. If it can't be sourced, it isn't shown as fact.

Unknown stays unknown

TIP shows what a record says and where it came from. When something is an estimate or unknown, it says so instead of guessing.

Quiet days are allowed

If nothing in your territory cleared the bar today, the list says so. TIP never pads the list to look busy.

Scores you can explain

Transparent rules, not a black box. A rep can see exactly why one account ranks above another, reason by reason.

What TIP is not

Not a lead list. Not a CRM. Not a route planner or a rep tracker. TIP is the short, sourced answer to one question every morning: who deserves the next visit or call, and why?

Works with what you already use

Keep your CRM, your contact data and your map.

TIP adds the one thing they don't: what changed in your territory, and which accounts that makes worth your time.

Contact databases

Tell you who exists. TIP tells you which of your accounts just changed, and shows the record that proves it.

Mapping tools

Show where your accounts are. TIP tells you which ones are worth your time this week.

Intent tools

Infer interest from behavior you can't see. TIP's reasons come from published records you can open.

Your CRM

Remembers what your team has done. TIP watches what changed outside it, and your CRM stays the system of record.

Industries

For teams whose best deals start with an open door.

Each industry gets its own rules for which records matter. The platform stays the same; the rules decide what "worth your time" means for your team. TIP is built first for MSPs selling to local government, and for fire and life safety teams.

Managed IT & public sector

MSPs selling to towns, counties and schools

Track budgets, RFPs, cybersecurity grants and IT staff turnover across local government.

"Cybersecurity grant awarded. IT director left in July."

 Fire & life safety

Service and inspection teams

See which facilities have inspections coming due, fresh deficiency citations, or new owners.

"Alarm upgrade permit filed in September. Acceptance testing comes next."

 Commercial lending

Relationship bankers

Find businesses that are expanding, building or changing hands before they shop for financing.

"Filed plans for a second facility and posted 40 openings."

 Construction & facilities

Contractors and suppliers

Follow permits and project stages to reach owners and general contractors while the work is still being specified.

"$3.1M renovation permitted. Mechanical bids open October 20."

 Logistics

Shipping account executives

Spot businesses whose shipping needs are changing: a new site, an expansion, a published carrier change.

"Opened a fulfillment site. Six shipping roles posted."

 Distribution & foodservice

Sales reps and territory managers

Know which new accounts are worth your time this week: new openings, new licenses, and changes of ownership.

"Liquor license now held by a new owner. A remodel permit is open."

See every industry →

Insights

Learn the signals, whether or not you use TIP.

Fundamentals

What is territory intelligence?

The definition, how it differs from territory mapping and lead lists, and what it takes to do it well.

GuideRead → Managed IT

How MSPs find municipal and school IT work before the RFP

Budgets, agendas, grants and staff turnover: the public trail that comes before the bid.

GuideRead → Data sources

Public records for B2B prospecting

A source-by-source guide to the records that show who may be about to buy.

ReferenceRead →

All insights →

Questions

What sales leaders ask first.

What is territory intelligence?

Territory intelligence is knowing which accounts in a sales territory deserve attention right now, and why. It combines public records, such as permits, RFPs, budget notices, ownership changes and job postings, with an understanding of what matters to your business to rank the accounts worth a visit or a call, each with a stated reason and a source.

How is TIP different from a lead list or contact database?

A lead list tells you who exists. TIP tells you who just became worth a visit and why, with the public record that proves it. It ranks a short list for each rep instead of handing over thousands of rows, and it leaves a quiet day quiet instead of padding the list.

We already pay for a contact database. Why add TIP?

Keep it. A contact database tells you who exists. TIP tells you which of your accounts just changed and why, with the public record behind it. They answer different questions, and TIP doesn't replace your database.

Do my reps need another app?

TIP runs in your phone's browser, so there's nothing to install. Each morning's list is short enough to read between meetings, and your CRM stays the system of record.

Does TIP give me phone numbers or email addresses?

No. TIP tells you who to ask for, usually by role, and gives a name only when one appears in a published source. Your CRM and your own research cover how to reach them.

Is TIP AI?

Not the way most tools mean it. Rankings come from transparent rules written for your industry, and your reps' feedback improves them, so you can always see why an account is on the list. Given the same records and the same feedback, you get the same list. AI tools help us research and gather the public records, and every fact links back to the source it came from.

Does TIP work with my CRM?

TIP connects to your CRM, and your CRM stays the system of record. Tell us which CRM you run and we'll tell you where it stands.

Which states and regions does TIP cover?

Coverage is built per industry and region, because public records are published differently everywhere, and we can add new regions. Tell us where your team works, and we'll show you what TIP can see there before you commit to anything.

How much does TIP cost?

TIP is in early access, and pricing is set per company. We start by showing you a sample list for your own territory. If it's useful, the next step is a 30-day paid pilot with a few of your reps, and we agree on the cost, including any setup, before it starts.

Get your daily TIPs

Want to know where to focus today? Reach out.

We're onboarding a small group of sales teams. Tell us about your territory, and we'll show you what TIP would have put in front of your reps this week.

Get early access →