Territory plans
Three territories, one plan each: who to target, where, with what offer, and the weekly rhythm. Counts are live from Accounts.
Enterprise: Alberta & the Prairies
Win the Diagnostic, then the platform work. Few accounts, deep, multi-threaded; long cycles.
Patches (live coverage)
| Patch | Accounts | Contacted | Replied | Clients | On hold |
|---|---|---|---|---|---|
Public sector, health & education RFP-only. No cold email. Register as a supplier, watch postings, bid or skip. | 0 | 0 | 0 | 0 | - |
Calgary energy, midstream & oilfield services The core patch: Azure-invested, regulated, AI-curious head offices. | 0 | 0 | 0 | 0 | - |
Calgary utilities, rail, engineering & other Asset-heavy and regulated Calgary head offices outside oil and gas. | 0 | 0 | 0 | 0 | - |
Edmonton & northern Alberta Engineering, retail and non-public enterprise. | 0 | 0 | 0 | 0 | - |
Winnipeg & Manitoba Insurance, manufacturing and agri-equipment head offices. | 0 | 0 | 0 | 0 | - |
No city on file Add the head-office city before working these. | 1 | 1 | 0 | 0 | - |
Who we target
- Large Alberta and Prairie organisations, roughly 200-10,000 staff: energy, midstream, utilities, engineering, regulated and asset-heavy firms.
- Buyers: CIO / Head of Cloud, CISO and OT security, platform and DevOps leads, procurement last.
- Public bodies (city, health, education) only through posted RFPs; see the Government play.
What we offer
- Free 60-minute Azure Modernization & AI Readiness DiagnosticThe front door. Pair it with everything below.
- Governed landing zones for AI workloadsAI pilots with no governed platform.
- AI governance, evaluation gates, cost controlAI in use with no policy; regulated sectors.
- Azure and GitHub agentic toolingPlatform/DevOps hiring, slow or noisy delivery.
- Legacy Java/.NET modernizationEOL platforms, datacentre exit.
- Advisory retainerThe expansion after the first engagement.
How we work it
- LinkedIn note first (draft in the Work queue), email second and only to a supplied or Apollo-verified address.
- Multi-thread every account: aim for 3 named people (exec, cloud/IT, security) before the first meeting.
- Lead with their dated public signal (a project, a deal, a hire), then offer the Diagnostic. No prices in outreach.
- Warm intro beats cold: BDC network, Microsoft partner directory, CNCF and podcast contacts.
- Expect a procurement gate: note the supplier portal on the account before proposing anything.
Where the leads come from
- LinkedIn + email via the Work queue (P1 first).
- Warm intros: the BDC seat, Microsoft partner profile, CNCF community, Code to Cloud podcast.
- Prairie Dev Con and similar talks: a reason to be known before the message arrives.
- Public sector: Alberta Purchasing Connection, CanadaBuys and municipal portals (RFP-only).
Weekly rhythm (proposed)
| New LinkedIn notes (P1, then P2) | 10 |
| Second/third contact added to an account | 3 |
| Warm-intro asks sent | 2 |
| Due follow-ups cleared | All |
Sent in the last 7 days across this territory: 0. Targets are proposals until there is conversion history; recalibrate after the first 30 days.
90-day outcomes (proposed)
| Diagnostics booked | 4 (proposed) |
| P1 accounts with 3 named contacts | Every P1 |
| Qualified opportunities | 2 |
| Proof asset from Canadian Tire in use | 1 case study |
First 30 days
- Work the P1 accounts first: send every ready LinkedIn note, record it, let the 3-day reminders drive the rest.
- Import Apollo contacts for the P1s; add CIO, Head of Cloud and CISO for each.
- Resolve the held accounts (Keyera deal status, Frontera, WestJet) before any contact.
- Check the Plains/Keyera and other merger notes; archive confirmed duplicates.
- Start the supplier registrations in the Government play for the public-sector patch.
Guardrails
- A `hold` route is never contacted; read the account notes first.
- Public sector: bid-or-skip on a posted RFP, never cold email.
- No prices, no client names, no guarantees in outreach; claims only from facts.md.
- Cloudflare and its partners are excluded until the exit terms are read.
- Kevin sends everything; the tools only draft and record.
Honest gaps
- Most contacts are still unnamed; Apollo is the unlock.
- Many accounts are still 'needs research': no signal or draft yet (see the Work queue bucket).
- No conversion history; the weekly targets are proposals.