TerritoryIQ Guide
Everything you need to know.
Step-by-step guidance for each part of TerritoryIQ, plus plain-English advice on the marketing channels that work best for local businesses.
Using TerritoryIQ
Business Setup
How to enter your business name, address, and category — and why each field matters for your territory analysis.
Territory Command
A walkthrough of each tab — Agent, Intelligence, Campaigns, and Data — and how to get the most out of your game board.
Territory Chat
Your ongoing AI strategy advisor. Ask it anything about your territory, competitors, or next move — and come back every time something changes.
AI Readiness
How to use the AI Readiness wizard to get a custom roadmap showing where AI tools can make the biggest impact on your business.
Reviews
How to monitor and respond to your Google and Yelp reviews, compare your rating to nearby competitors, and use AI to draft responses.
Marketing Channels
Meta (Facebook & Instagram)
How geographic targeting works on Meta, how to build audiences from your customer list, and how TerritoryIQ plugs directly into your campaigns.
Direct Mail
How to run EDDM campaigns through USPS, how to map your highest-opportunity block groups to carrier routes, and what to expect in terms of cost and response rates.
SMS
Why text message marketing has a 98% open rate, when to use it, what tools to use, and how to connect your territory data to your messaging strategy.
Email
The lowest-cost channel for repeat customers. How to use your territory intelligence to personalize campaigns by neighborhood and drive return visits.
In-App Messaging
For businesses with a mobile app — how to use push notifications and geo-targeted in-app messages to drive visits and re-engage lapsed customers.