How it works

From an event in your territory to an open door, with every step shown.

TIP runs one loop: collect what changed in your market, attach it to the right account, score the account with transparent rules, and put the few that matter in front of the rep who covers that territory.

01 · Watch

Signals from public records, plus what your team already knows.

TIP builds its picture of your market from records anyone could verify, so your reps can cite exactly where each fact came from. Which sources it can see depends on your region.

Government & public records

Building permits and inspections, budget notices, contract awards, bid boards, grants, business licenses, WARN notices, and council agendas.

Company & web sources

Company websites, press releases, expansion announcements, job postings, chamber directories, and officials named on municipal sites.

Your CRM

TIP connects to your CRM, and your CRM stays the system of record.

Your field team

Reps log visits and calls, and can leave a quick note. What they report improves tomorrow's list.

Each record is matched to the right organization and location, and dated by when it happened, not just when TIP found it. Something newly discovered is never presented as something newly happened.

02 · Weigh

Scores built from rules, not guesswork.

Each industry playbook defines what "worth a visit" means for that business. Every account is ranked by the same transparent rules, and every reason is traceable.

Why this account ranks where it does · sample

  • A permit was issued last week for construction starting next quarter.
  • It's a 42,000 sq ft addition to a cold-storage facility.
  • Two other accounts worth a visit are within a few miles.

Every ranking comes with its reasons in plain English, so a rep can see why one account sits above another before reaching out.

03 · Prove

Tap any reason to see the receipt.

Reps don't have to take TIP's word for anything. Every statement opens into the record behind it.

  1. ReasonVelloran Cold Storage is adding 42,000 sq ft of freezer space.
  2. RecordCommercial building permit, issued Sep 26, county permit portal (public record)
  3. Retrieved5:02 AM on the day shown

Sample data for illustration.

04 · Reach out

Designed for five minutes between meetings.

The rep's home screen is today's short list. Everything else is a tap away. Follow a rep through a sample week.

Today

Your daily TIPs: a ranked handful of accounts, each with the reason, who to ask for, the straight-line distance, and when the window closes.

This week

Parts of your territory worth a focused day, with suggested accounts you can add or skip. "While you're here" shows other accounts nearby.

Account brief

Why this account and why now, the people on record, and recent changes, with clear labels for what is confirmed and what is estimated.

Field log

A visit, a call or a follow-up. One tap logs it, and what reps report improves tomorrow's list.

Straight talk

What TIP does, and what it deliberately doesn't.

TIP does

  • Rank the accounts in your territory by why they matter now
  • Show the source behind every reason
  • Tell you who to ask for, and give a name only when one appears in a published source
  • Use what your reps report to improve tomorrow's list
  • Connect to your CRM

TIP doesn't

  • Replace your CRM. Your CRM stays the system of record.
  • Guess at who someone is, or present a guess as a fact
  • Show a score without the reasoning behind it
  • Pad the list on a slow day
  • Supply phone numbers or email addresses
  • Plan drive-time routes. Distances are straight-line, and labeled that way.

See it on your own territory.

Tell us where your team works and what you sell. We'll come back with the accounts TIP would have flagged this week, and why.

Get early access →