Your first territory plan

The moment you finish tier and KDM review, Enki IQ kicks off your first territory plan. This article explains what runs in the background, what the loader is doing, and what to do with the plan once it lands on the Territory page.

What happens when you click generate

After KDM confirmation, the generate screen summarizes what is about to run: how many accounts you have, how many were fully enriched, and how many still need review. It also warns that fully enriched accounts produce better results. Clicking generate hands the work off to a background job and navigates you to the Territory page. The wizard does not block on the plan finishing; you can use the rest of the app while it runs.

Under the covers, the plan runs in stages. Once you click generate, Enki dispatches deep research on your confirmed Tier 1 accounts and, in the same kickoff, hands your Tier 2 and Tier 3 cohorts to the standard research pipeline to pull in firmographics, recent signals, and competitor context. The two cohorts run concurrently from there; Tier 1 deep research takes longer than the standard runs, so Tier 2 and Tier 3 briefings often land first. Once research finishes for an account, that account becomes available in your Accounts list with a research briefing attached. Then the plan synthesizer reads everything that has landed and writes the territory-wide plan on top.

The whole sequence typically takes 15 to 30 minutes. The exact time depends on how many accounts you imported and how many of them needed live web research. You can close the tab and come back later. When you return, the Territory page resumes the same loader it was showing before.

Reading the loader

While the plan is generating, a progress loader sits at the top of the Territory page. It has two modes. In the first few seconds after kickoff, the loader runs in indeterminate mode (a segment slides across the bar) while the job is being registered. As soon as the background workers start emitting progress, the bar switches to determinate mode and fills toward 100 percent. An elapsed-time chip ticks alongside.

The loader survives refresh. If you reload the page (or come back the next day), Enki re-adopts the in-flight job and the loader picks up where it was. Clicking generate a second time does not start a duplicate plan; the second click joins the existing run.

While the plan generates, you can still browse Accounts, Contacts, and Opportunities. Individual account research surfaces in the account view as soon as it finishes, so you can start reading Tier 1 briefings before the full plan is done.

What lands on the Territory page

When generation finishes, the loader is replaced by your territory plan. At a high level, the plan has a territory-wide overview, per-account analyses that read off the research that has landed, an execution playbook, tier-specific approach narratives, and a sequencing rationale that explains the order Enki recommends you work the accounts in. The Features article on territory and scoring covers each section in depth; this article will not redefine them.

The Territory page also shows your tier distribution, top-priority accounts, geography breakdown, industry briefs, and a competitive widget that reads off the early competitive signals from research. You can drill into any account from this page; the account view shows the full research briefing, contacts and KDMs, competitors, and any foresights generated against it.

What to do once the plan lands

The first plan is a starting point, not a finished artifact. Treat it as Enki's best take on your territory given the inputs you provided in onboarding. The right next moves are to open your highest-priority Tier 1 accounts, read the deep research briefings, scan the competitor and foresight signals, and start building opportunities against the accounts where you see urgency.

A few things to do in the first week:

• Open your top three Tier 1 accounts and read the full research briefing on each. Use the talking points and competitor sections as the start of an outreach plan.

• Trigger a foresight on an account where you have a hypothesis about pain. The foresight will produce a strategic thesis with evidence, a pain lifecycle stage, and a pursuit playbook you can convert directly into an opportunity. The Best Practices article on using Foresight signals walks through how to read and act on a foresight once it lands.

• Confirm or correct any KDMs you skipped in onboarding. The People tab on each account view lets you do this without leaving the account.

• If you use Zoom for discovery calls, connect Zoom from Settings so the Meeting Room can transcribe and coach you live.

The best-practices articles cover these workflows in detail: how to use foresight signals, how to keep research fresh as your territory changes, how the contact research tiers differ, and how to run the live meeting workspace.

Next steps

For the long-form definitions of each plan section and how scoring decides what goes where, read the Features article on territory and scoring. For the day-to-day workflows that build on the plan, see the best-practices articles on using foresight signals and keeping research fresh.