# TIP (Territory Intelligence Platform) > TIP (Territory Intelligence Platform) helps sales teams know which accounts deserve their attention, and why now. It tracks what changes across a territory using public records (building permits, inspections, budget notices, bid boards and RFPs, contract awards, grants, licenses, filings, job postings, company announcements), ranks each account with transparent rules, and gives each rep a short ranked list in the app every morning ("daily TIPs"), backed by account briefs and a territory view. Every recommendation includes the why-now reason, who to ask for, and the source behind it. Key facts: - Name: TIP, short for Territory Intelligence Platform. Website: whoandwhynow.com. Promise: "Know who deserves your attention, and why now." Daily experience: "Who to visit. Why now." - Powered by Elevare: made by Elevare Growth Consulting LLC (elevaregrowth.ai), Indianapolis, Indiana. Contact: info@elevaregrowth.ai. - Category: territory intelligence platform, for sales teams that build business in the field. - Rankings are rule-based and explainable, not a machine-learning model. Rep feedback improves them, and every reason is traceable to a source. AI tools help research and gather the public records. - TIP connects to the customer's CRM, and the CRM stays the system of record. - Industries: managed IT and public-sector IT, fire and life safety, commercial lending, construction and building products, logistics, and foodservice and beverage distribution. - Stage: early access, starting with a sample list and then a 30-day paid pilot. No public pricing. No third-party security certification yet. - It runs in the phone's browser. It does not plan drive-time routes, send a daily email digest, or supply phone numbers or email addresses. ## Pages - [Home](https://whoandwhynow.com/): TIP is the territory intelligence platform for field sales teams: know which accounts deserve your attention, why now, and the source behind it. - [How it works](https://whoandwhynow.com/how-it-works): How TIP turns public records, filings and field feedback into a short, explainable list of accounts worth a visit, with a source behind every reason. - [A sample week with TIP](https://whoandwhynow.com/sample-week): Follow a fictional MSP account executive through a week with TIP: the daily list, the account brief, a quiet day, the territory view and the field log. - [Industries](https://whoandwhynow.com/industries): How MSPs, fire and life safety teams, commercial bankers, contractors, logistics and distribution reps use TIP to decide which accounts deserve attention next. - [Managed IT & public sector](https://whoandwhynow.com/industries/msp-public-sector): TIP is territory intelligence for MSPs selling to towns, counties and school districts: a short list of who moved, why now, and who to ask for. - [Fire & life safety](https://whoandwhynow.com/industries/fire-life-safety): TIP is territory intelligence for fire protection sales: a short list of buildings that just changed, why now, who to ask for, and the public record behind it. - [Commercial lending](https://whoandwhynow.com/industries/commercial-lending): TIP is territory intelligence for commercial bankers: a short list of local businesses that just made a move, why now, who to ask for and the record. - [Construction](https://whoandwhynow.com/industries/construction): TIP is territory intelligence for construction sales: a short list of projects in your territory that just moved, why now, and who to ask for. - [Logistics](https://whoandwhynow.com/industries/logistics): TIP is territory intelligence for logistics sales: a short list of shippers and warehouses that just changed, why now, who to ask for, and the record behind it. - [Distribution & foodservice](https://whoandwhynow.com/industries/distribution-foodservice): TIP is territory intelligence for foodservice and beverage distributors: a short list of bars, restaurants and venues that just changed, and why. - [Glossary](https://whoandwhynow.com/glossary): Plain definitions of the terms behind territory intelligence and public-record prospecting: permits, RFPs, Form 5500, WARN notices, UCC filings and NFPA codes. - [Get early access](https://whoandwhynow.com/early-access): Get early access to TIP. Tell us about your territory and we'll show you which accounts TIP would have flagged for your reps this week. - [Privacy note](https://whoandwhynow.com/privacy): What TIP collects on this website and how it is used. ## Insights (articles) ### Fundamentals - [Territory Intelligence, Defined: What It Is and What It Isn't](https://whoandwhynow.com/articles/what-is-territory-intelligence): Territory intelligence ranks which accounts in a sales territory deserve attention now, and why, using dated public evidence. How it differs from mapping. - [How to Rank Your Territory Every Week, by Hand](https://whoandwhynow.com/articles/how-to-prioritize-accounts-in-a-sales-territory): 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. - [Trigger Events in B2B Sales: A Field Guide](https://whoandwhynow.com/articles/trigger-events-in-b2b-sales): 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. - [Why Every Sales Recommendation Needs a Receipt](https://whoandwhynow.com/articles/evidence-backed-sales-recommendations): 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. ### Comparisons - [How to Choose Territory Planning Software for Field Sales](https://whoandwhynow.com/articles/how-to-choose-territory-planning-software): 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. - [Territory Intelligence vs. Territory Mapping Software](https://whoandwhynow.com/articles/territory-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. - [Territory Intelligence vs. Your CRM: What Each One Knows](https://whoandwhynow.com/articles/territory-intelligence-vs-crm): Territory intelligence vs CRM: your CRM records what you did with an account. Territory intelligence watches what changed there in public. How they fit. - [Territory Intelligence vs. a Contact Database: Who Exists vs. Who Changed](https://whoandwhynow.com/articles/territory-intelligence-vs-contact-database): 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 sales - [Field Sales Activity Log Template: One Page That Makes Next Week Smarter](https://whoandwhynow.com/articles/field-sales-activity-log-template): 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 Sales Prospecting: Plan the Week Before You Drive It](https://whoandwhynow.com/articles/field-sales-prospecting-weekly-plan): 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. - [The First Sentence: Opening a Call or Visit With a Public Record](https://whoandwhynow.com/articles/opening-a-sales-call-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 sources - [Building Permits and Inspection Records as Sales Signals](https://whoandwhynow.com/articles/building-permits-inspection-records-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. - [Form 5500, WARN and USAspending: Federal Data for Sales Teams](https://whoandwhynow.com/articles/federal-data-sources-for-sales-prospecting): 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. - [How to Read a City Council Agenda (and Packet) for Sales Leads](https://whoandwhynow.com/articles/how-to-read-a-city-council-agenda-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. - [Public Records for B2B Prospecting: A Source-by-Source Guide](https://whoandwhynow.com/articles/public-records-for-b2b-prospecting): A reference guide to public records for B2B prospecting: permits, licenses, filings, agendas, bids and federal data, with what each shows and its limits. - [WARN Notices by State: Where to Find Them and Who Should Care](https://whoandwhynow.com/articles/warn-notices-by-state): WARN notices by state: where each state posts layoff and closure notices, how state rules differ from federal, and which sellers should pay attention. - [Who Is Behind the LLC? Matching a Permit, Deed and Filing](https://whoandwhynow.com/articles/who-is-behind-the-llc): 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 IT - [E-Rate Form 470 Search: What Each Posting Tells a Vendor](https://whoandwhynow.com/articles/e-rate-form-470-search): 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. - [How MSPs Find Municipal and School IT Work Before the RFP](https://whoandwhynow.com/articles/msp-public-sector-it-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. - [MSP Prospecting in a Local SMB Territory](https://whoandwhynow.com/articles/msp-smb-territory-prospecting): How MSPs prospect local small businesses using public signals such as new locations, office moves, hiring, ownership changes and new compliance rules. ### Fire & life safety - [Fire Protection Sales: Prospecting on Inspection Clocks](https://whoandwhynow.com/articles/fire-protection-sales-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. - [How to Get Fire Inspection Records (With a Records-Request Template)](https://whoandwhynow.com/articles/fire-inspection-records-request): 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 services - [Service Agreement Prospecting for HVAC, Elevator and Backflow](https://whoandwhynow.com/articles/industrial-service-agreement-prospecting): How HVAC, elevator and backflow contractors find service agreement accounts through permits, elevator certificates, backflow test programs and new owners. ### Banking - [Commercial Banker Business Development: Who Is About to Borrow](https://whoandwhynow.com/articles/commercial-banker-business-development): 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. - [Tax Abatements and Incentive Agreements: Reading the Agenda for Expansion Plans](https://whoandwhynow.com/articles/tax-abatements-incentive-agreements-expansion): How to read tax abatement and economic development incentive agendas for expansion plans: PILOTs, TIF, project code names, packets and look-back disclosures. ### Construction - [School Bond Referendums: How Vendors Track the Projects They Fund](https://whoandwhynow.com/articles/school-bond-referendum-vendors): 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. - [Spotting Construction Projects Early, From Bond Vote to Permit](https://whoandwhynow.com/articles/find-construction-projects-before-the-bid): 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 & foodservice - [Foodservice Sales Territory: Finding New Openings and Licenses](https://whoandwhynow.com/articles/foodservice-sales-territory-openings): How foodservice distributor reps find new restaurant openings and ownership changes using liquor license filings, health plan reviews and business records. ### More industries - [Commercial Insurance Prospecting: Finding Businesses Whose Risk Just Changed](https://whoandwhynow.com/articles/commercial-insurance-prospecting-public-records): Commercial insurance prospecting with public records: which permits, FMCSA, OSHA and Form 5500 events change a business's exposure, and their limits. - [Hospitality and Beverage Sales: Openings and License Changes](https://whoandwhynow.com/articles/hospitality-beverage-sales-territory): How beverage and hospitality supplier reps find new hotels, restaurants and bars early, using liquor license filings, permits and ownership changes. - [Logistics Sales: Spotting Shippers Whose Needs Just Changed](https://whoandwhynow.com/articles/logistics-shipping-sales-signals): Logistics account executives win when a shipper's freight changes. How to spot new facilities, shipping job posts and expansions in public records first. - [PEO and HR Services Prospecting With Public Filings](https://whoandwhynow.com/articles/peo-prospecting-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. - [Selling Facility Services to Property Managers: What to Watch](https://whoandwhynow.com/articles/property-management-facility-services-sales): How facility service sellers find property managers ready to change vendors, using deed transfers, new management firms, code cases and permits. ## Full text - [Every page and article as Markdown](https://whoandwhynow.com/llms-full.txt) ## Optional - [RSS feed](https://whoandwhynow.com/articles/feed.xml) - [Sitemap](https://whoandwhynow.com/sitemap.xml) - [Elevare Growth, the company behind TIP](https://elevaregrowth.ai/)