Examples

These walk-throughs show Territory Intelligence working through common scenarios. Details are illustrative; the steps reflect actual behavior.

Example 1: A Weekend Run and a Monday Recap

Scenario: Your firm is taking a thematic equity fund to the broker-dealer channel. The fund just earned an approved-list placement on a major broker-dealer late Friday. You want to know which advisors on that channel are the conversations for Monday.

Step 1: Sunday afternoon, the weekend run fires. Territory Intelligence loads your full HubSpot universe, narrows to the broker-dealer-affiliated subset, and scores each advisor on current allocation in the relevant sleeve, practice AUM, peer-set overlap, and growth tilt. The tier cut produces a ranked list. The top of that list moves into the enrichment loop: current holdings, a digest of any prior email between your firm and the advisor's firm, LinkedIn signals, firm-news, practice profile, and a four-to-six sentence thesis paragraph all attach to the advisor's record. The same top-of-list advisors get outreach drafts staged in the queue.

Step 2: Monday at 8:15 ET, the recap posts.

@Alpheous

Late Friday, the broker-dealer channel added the new thematic equity
fund to its approved list. Over the weekend I scanned your 4,200
HubSpot contacts, narrowed to the 1,150 advisors affiliated with that
channel, and pulled current holdings, recent communication history,
practice profile, and channel-fit signals on each one. Of those, 410
hold a competing thematic ETF at meaningful weight (above 0.5% of book),
and 187 cleared the tier-1 cut on allocation size, AUM, and prior
relationship status. Combined addressable AUM across the tier-1 list is
$2.8 billion. Your first 25 outreach drafts are already in your queue,
compliance-reviewed and waiting for review.

Universe scanned: 4,200
Channel-affiliated: 1,150
Holders of a competing thematic ETF: 410
Tier-1 prospects: 187
Addressable AUM: $2.8B
Average allocation: 3.4%

[ Open Queue ]  [ View Tier-1 List ]  [ Enrichment Summary ]

Step 3: You open the queue. Twenty-five outreach drafts are sitting there, each tied to a tier-1 advisor with a written thesis attached. You approve the first ten as written, edit two, dismiss one, and send. The remaining drafts wait until you get back to them.

Example 2: A Mid-Week Second-Signal Post

Scenario: It is Wednesday morning. A competitor's flagship product was just removed from a channel's approved list because of a fund restructuring filing.

Step 1: The trigger fires. The monitoring loop catches the removal in the filing feed. Territory Intelligence cross-references the affected ticker against the tier-1 advisor universe, finds the advisors who hold the displaced product, and ranks them by AUM.

Step 2: A second-signal card lands in your channel.

@Alpheous

A competitor thematic product was removed from the broker-dealer
channel's approved list this morning. 57 advisors on your tier-1 list
hold the displaced product at meaningful weight; the highest-AUM 25
have fresh outreach drafts in your queue with the platform-removal
narrative woven into the opener.

Affected tier-1 advisors: 57
Fresh drafts staged: 25
Highest combined AUM held in the displaced product: $640M

[ Open Queue ]  [ View Affected Set ]

Step 3: You open the queue. The drafts open with the displacement as the lead lever, not the fund's general pitch. Each draft cites the filing date and the specific advisor's holding in the displaced product. You approve and send within the hour, before the field hears the news through other channels.

Example 3: A Routine Monitoring Card

Scenario: A wholesaler covering RIAs in the Southeast had a strong introductory call with an advisor seven weeks ago. The conversation ended with "let me share the materials with my partners and circle back." Nothing has come back.

Step 1: The daily scan fires. The cold-relationship rule flags the advisor: tier-1 meeting, no follow-up activity for 47 days, no email reply on the last touch. The materiality classifier rates the signal notable (tier-1 advisor, fresh meeting context, conversation ended in a defined next step).

Step 2: A card lands in the wholesale channel.

@Alpheous

Cold after tier-1 meeting: an RIA principal in the Southeast went quiet
47 days after your introductory call. Book a follow-up this week.

Evidence:
- Last in-person meeting 47 days ago; meeting notes flagged "share with
  partners and circle back"
- Last email touch 31 days ago; no reply
- No firm-news or LinkedIn activity in the interim

[ Draft Outreach ]  [ Promote to Queue ]  [ Snooze 30d ]  [ Dismiss ]

Step 3: You click Draft Outreach. The drafting agent picks up the card context, writes a short reconnect email that references the original conversation and the materials shared, and posts an approval card back to your channel. You read the draft, edit one sentence to mention an upcoming webinar, and send.

Example 4: A Drilldown Before a Call

Scenario: You have a 10:00 AM call with a wholesaler covering RIAs on the East Coast about a long-tail advisor she has been working for a quarter. You want a quick read on the advisor before you join.

Step 1: You ask for a drilldown.

@Alpheous drilldown on the East Coast RIA we ranked tier-1 last weekend
in the small-book category

Step 2: The detail card posts.

@Alpheous

Advisor profile

Channel: independent RIA
Practice AUM: $185M
Channel affiliation: independent custody on a national platform
Existing relationship: prior intro call (Q1), no active deal

Current sleeve holdings:
- Thematic ETF A: 2.1% of book ($3.9M)
- Sector ETF B: 1.4% of book ($2.6M)

Combined sleeve allocation: 3.5%
Peer-set overlap: 72%

Practice profile: growth-tilt, model-driven, light alternatives

Recent firm-level email digest:
A wholesaler from your firm exchanged three messages with the advisor's
firm over the last 90 days. The thread closed on a question about
expense-ratio comparisons; no commitment was made.

Why this advisor is a conversation right now:
The advisor's growth-tilt practice and the 2.1% allocation to Thematic
ETF A make the new fund a displacement conversation, not a complement.
At a 0.40% expense-ratio gap and similar overlap, the math is in your
favor; the practical question is whether the model-driven workflow can
absorb a new line item without a model rebuild. Open with the
expense-ratio comparison the firm asked about in Q1; bring the
overlap-and-displacement slide, not the broader category pitch.

[ Draft Outreach ]  [ Open in Queue ]

Step 3: You join the call. You and the wholesaler agree on the opener and decide to send the displacement-focused draft after the call. You click Draft Outreach, the email comes back for approval, and the wholesaler sends it the same afternoon.