Territory intelligence for teams that sell in the field.
Practical guides to deciding which accounts deserve your next visit: the public records worth watching, the buying signals by industry, and how to turn them into a short list your reps will actually use.
All insights
Territory Intelligence, Defined: What It Is and What It Isn't
Territory intelligence ranks which accounts in a sales territory deserve attention now, and why, using dated public evidence. How it differs from mapping.
FundamentalsHow to Rank Your Territory Every Week, by Hand
A practical method for ranking territory accounts by what changed and whether it matters now, then turning the list into a short weekly plan a rep can act on.
FundamentalsTrigger Events in B2B Sales: A Field Guide
A field guide to B2B trigger events: which changes signal a purchase, where to find each one in public records, and how long each reason stays fresh.
FundamentalsWhy Every Sales Recommendation Needs a Receipt
An evidence-backed sales recommendation shows the reason behind it and where that reason came from. Why showing the work earns trust from field reps.
ComparisonsHow to Choose Territory Planning Software for Field Sales
How to choose territory planning software for field sales: decide which of four jobs you are buying for, then ask the evaluation questions that fit it.
ComparisonsTerritory Intelligence vs. Territory Mapping Software
Territory mapping software shows where accounts are and who owns them. Territory intelligence shows which accounts changed and why now. A buyer's guide.
ComparisonsTerritory Intelligence vs. Your CRM: What Each One Knows
Territory intelligence vs CRM: your CRM records what you did with an account. Territory intelligence watches what changed there in public. How they fit.
ComparisonsTerritory Intelligence vs. a Contact Database: Who Exists vs. Who Changed
Territory intelligence vs contact database: one tells you who exists and how to reach them, the other which accounts changed and why now. A buyer's guide.
Field salesField Sales Activity Log Template: One Page That Makes Next Week Smarter
A field sales activity log template you can copy: eight plain columns, a 2-minute routine after each call or visit, and a Friday review that sets next week.
Field salesField Sales Prospecting: Plan the Week Before You Drive It
A weekly method for field sales prospecting: start from what changed, group accounts into clusters, give each a driving day, and fill the gaps nearby.
Field salesThe First Sentence: Opening a Call or Visit With a Public Record
Trigger event outreach examples for calls and visits: 20 spoken first sentences built on public records, by industry, plus a short note on email.
Data sourcesBuilding Permits and Inspection Records as Sales Signals
How to read building permits and inspection records as sales signals: which permit types point to which service needs, what fields matter, and common traps.
Data sourcesForm 5500, WARN and USAspending: Federal Data for Sales Teams
A neutral guide to federal data for sales prospecting: Form 5500 via EFAST2, WARN notices, USAspending.gov, SAM.gov and SBA loan data, with timing and limits.
Data sourcesHow to Read a City Council Agenda (and Packet) for Sales Leads
How to read a city council agenda for sales leads: where agendas are posted, what consent items and staff packets reveal, and when to call or visit.
Data sourcesPublic Records for B2B Prospecting: A Source-by-Source Guide
A reference guide to public records for B2B prospecting: permits, licenses, filings, agendas, bids and federal data, with what each shows and its limits.
Data sourcesWARN Notices by State: Where to Find Them and Who Should Care
WARN notices by state: where each state posts layoff and closure notices, how state rules differ from federal, and which sellers should pay attention.
Data sourcesWho Is Behind the LLC? Matching a Permit, Deed and Filing
How to find the owner behind an LLC that holds a commercial property: match the permit, the deed and the state business filing by address, agent and signer.
Managed ITE-Rate Form 470 Search: What Each Posting Tells a Vendor
How to run an E-Rate Form 470 search on USAC Open Data, what each field tells a network vendor or MSP, the 28-day wait, and the gift rules to follow.
Managed ITHow MSPs Find Municipal and School IT Work Before the RFP
How MSPs spot town, county and school district IT needs early using budget cycles, council agendas, cyber grants, E-Rate filings and IT staff turnover.
Managed ITMSP Prospecting in a Local SMB Territory
How MSPs prospect local small businesses using public signals such as new locations, office moves, hiring, ownership changes and new compliance rules.
Fire & life safetyFire Protection Sales: Prospecting on Inspection Clocks
How fire protection sales teams use NFPA 25, 72 and 10 inspection obligations, ownership changes and deficiency records to choose which buildings to visit.
Fire & life safetyHow to Get Fire Inspection Records (With a Records-Request Template)
How to request fire marshal inspection records with a public records request: what exists, deadlines by state, how to narrow it, and a template.
Industrial servicesService Agreement Prospecting for HVAC, Elevator and Backflow
How HVAC, elevator and backflow contractors find service agreement accounts through permits, elevator certificates, backflow test programs and new owners.
BankingCommercial Banker Business Development: Who Is About to Borrow
How commercial bankers use permits, real estate records, SBA 7(a) and 504 loan data, UCC filings and hiring to find businesses before they need capital.
BankingTax Abatements and Incentive Agreements: Reading the Agenda for Expansion Plans
How to read tax abatement and economic development incentive agendas for expansion plans: PILOTs, TIF, project code names, packets and look-back disclosures.
ConstructionSchool Bond Referendums: How Vendors Track the Projects They Fund
School bond referendum vendors: after the vote, follow the project list, bond sale, oversight committee and board agendas to learn what gets built and when.
ConstructionSpotting Construction Projects Early, From Bond Vote to Permit
A stage-by-stage guide for subcontractors and building products reps to find projects early with zoning agendas, capital plans, bonds, permits and bid boards.
Distribution & foodserviceFoodservice Sales Territory: Finding New Openings and Licenses
How foodservice distributor reps find new restaurant openings and ownership changes using liquor license filings, health plan reviews and business records.
More industriesCommercial Insurance Prospecting: Finding Businesses Whose Risk Just Changed
Commercial insurance prospecting with public records: which permits, FMCSA, OSHA and Form 5500 events change a business's exposure, and their limits.
More industriesHospitality and Beverage Sales: Openings and License Changes
How beverage and hospitality supplier reps find new hotels, restaurants and bars early, using liquor license filings, permits and ownership changes.
More industriesLogistics Sales: Spotting Shippers Whose Needs Just Changed
Logistics account executives win when a shipper's freight changes. How to spot new facilities, shipping job posts and expansions in public records first.
More industriesPEO and HR Services Prospecting With Public Filings
How PEO and HR services sellers use Form 5500 plan data, job postings and secretary of state foreign qualifications to find growing employers.
More industriesSelling Facility Services to Property Managers: What to Watch
How facility service sellers find property managers ready to change vendors, using deed transfers, new management firms, code cases and permits.
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