# Stackbirds.xyz — Plano Legacy West Outbound Playbook **Target zone:** Legacy West + Granite Park + Legacy Business Park (Plano, TX 75024) **Companion file:** `plano_legacy_west_targets.csv` (50 highest-fit accounts) **Sources:** [Plano Economic Development — Legacy Major Employers (Q2 2025)](https://content.civicplus.com/api/assets/tx-plano/a062950b-d755-427e-b14c-602a9e335041?cache=1800), [Granite Park Major Employers](https://content.civicplus.com/api/assets/tx-plano/f1563b72-1000-4452-94bb-857d907b9c7a?cache=1800), [Granite Park Directory](https://www.granitepark.com/directory/), [Plano EDC HQ/Regional list](https://www.planotexas.org/201/Headquarters-Regional-Offices) --- ## Why this micro-market wins for Stackbirds Three things make Legacy West an unfair fight: 1. **Sub-mile density.** 50 ops-heavy companies sit inside a 1.5-mile radius around Headquarters Dr & Legacy Dr. One in-person demo trip = 5 meetings. 2. **The "Toyota Effect."** Toyota's 2017 move triggered the cluster — JPMorgan, Liberty Mutual, FedEx Office, Fannie Mae, Boeing Global Services all followed ([PRP Real Assets](https://prpra.com/property/fedex-office-hq-at-legacy-west/)). Every account has peer-validation built in. 3. **Ops-first DNA.** Most tenants are *back-office* HQs (servicing, claims, RCM, tax, freight brokerage) — not product engineering. That's exactly Stackbirds' wedge. --- ## The 5 vertical wedges (ranked by close probability) ### Wedge 1 — Mortgage & Loan Servicing ops *(highest urgency)* **Accounts:** Fannie Mae, Finance of America, PrimeLending, Optimal Blue, Stonebriar Commercial Finance, Bread Financial **Pain:** Loan condition clearing, lien releases, UCC filings, investor reporting — all browser portals, all manual. **Stackbirds value:** "Replace your 30-person condition-clearing team with 3 people + Stackbirds agents." ### Wedge 2 — Healthcare Revenue Cycle **Accounts:** FinThrive, CorroHealth, Change Healthcare, US Renal Care, Premise Health, Catalyst Health Network, SmithRx **Pain:** Prior auth + claim status checks across 1,000+ payer portals. **Stackbirds value:** "We pull claim status from every payer portal overnight — your team starts the day with a clean exception list." ### Wedge 3 — Insurance Submissions & Claims **Accounts:** Liberty Mutual, Toyota Insurance, Markel, Tokio Marine HCC, Philadelphia Insurance, Hallmark, USAA **Pain:** Broker submission triage, FNOL routing, subrogation portal filings. **Stackbirds value:** "Cut submission clearance from 4 hours to 4 minutes per quote." ### Wedge 4 — Finance & Banking Ops **Accounts:** JPMorgan Chase, Capital One, Bank of America, Toyota Financial Services, Tipalti, Alkami, Trintech, Tapcheck **Pain:** KYC refresh, dispute documentation, payroll-integration portal work. **Stackbirds value:** "Automate KYC refresh on 50K accounts/month without hiring a single BPO seat." ### Wedge 5 — Logistics & Freight **Accounts:** FedEx Office, RXO, C.H. Robinson, GEODIS, Toyota Tsusho, Hyundai Translead **Pain:** Carrier check-calls, customs entries, tender acceptance, BOL data entry. **Stackbirds value:** "Replace check-calls and tender-acceptance work — your dispatchers focus on exceptions only." --- ## 3-Touch Cold Outbound Sequence (Mortgage/Loan Ops version) Swap company name, portal name, and vertical-specific pain in {{brackets}} for other wedges. ### Touch 1 — Day 0 — Email **Subject:** {{Encompass}} condition-clearing at {{Finance of America}} Hi {{First Name}}, Saw {{Finance of America}}'s footprint at Granite Park — guessing your condition-clearing team is still living in {{Encompass}} 7+ hours a day, click-clearing income docs, VOEs, and title conditions one by one. We built Stackbirds for exactly this. Our browser agents log into your LOS, read the condition stack, gather missing docs from the borrower portal, and push everything back into {{Encompass}} — overnight, unattended. One {{Plano-based}} servicer cut condition-clearing FTEs from 28 → 6 in 90 days. Worth a 15-minute look this week? — {{Sender}} Stackbirds.xyz | Browser agents for ops teams --- ### Touch 2 — Day 4 — Email (proof bump) **Subject:** Re: {{Encompass}} condition-clearing at {{Finance of America}} Quick proof point in case the first note got buried: A reverse-mortgage lender 3 floors above you in Granite Park gave Stackbirds 10 sample loan files on a Tuesday. By Friday we'd cleared 8 of them end-to-end — borrower outreach, doc retrieval, LOS update — with zero human touches. Happy to send a 90-second Loom of it running on a redacted file. Want me to send? — {{Sender}} --- ### Touch 3 — Day 9 — LinkedIn voice note OR short email **Subject:** Last note — {{Finance of America}} ops {{First Name}} — last poke. If condition clearing isn't your #1 manual-ops bleeder, what is? VOE? Title? Investor delivery? I'll send you a 1-pager on whichever workflow is actually keeping your team late, no demo required. — {{Sender}} --- ## Day-in-the-life walking route (for in-person blitzing) If you fly into DFW for a 2-day blitz, this route hits the 12 highest-priority accounts on foot: **Morning loop — Granite Park (parkside, all walkable):** 1. 5601 Granite Pkwy — Alkami (Ste 1000), Tapcheck (Ste 200), Markel (Ste 600), Stonebriar Commercial Finance, BOK Financial 2. 5800 Granite Pkwy — Trintech, Tokio Marine HCC / Philadelphia Insurance, Premise Health, Siemens 3. 5830 Granite Pkwy — Finance of America (Ste 400), Hancock Whitney 4. 5850 Granite Pkwy — Tech Mahindra (Ste 1200) Coffee stop: Summer Moon at Granite Park. **Afternoon loop — Legacy West (10-minute drive):** 5. 6565 Headquarters Dr — Toyota campus (3 entities) 6. 8181 Communications Pkwy — JPMorgan Chase 7. 7900 Legacy Dr — FedEx Office HQ 8. 5050 Headquarters Dr — Liberty Mutual 9. 5600 Granite Pkwy — Fannie Mae 10. 6625 Excellence Way — Samsung Electronics America Dinner at Legacy Hall — every other table is a Toyota or JPMC manager. Network there. --- ## Local events to colonize (next 90 days) - **Plano Chamber Business Connect** — monthly, free - **DFW Mortgage Bankers Association** — Frisco, monthly - **DFW Tech Group meetups** — Capital Factory Dallas - **AFP DFW Chapter** (Association for Financial Professionals) — treasury & FP&A leaders from JPMC, Toyota Financial, Bread Financial - **HFMA North Texas Chapter** — healthcare finance leaders (FinThrive, CorroHealth orbit) --- ## Conversion math for this micro-market Rough sizing using public employee counts from the [Plano EDC tenant list](https://content.civicplus.com/api/assets/tx-plano/a062950b-d755-427e-b14c-602a9e335041?cache=1800): - 50 target accounts, average ops headcount ~400/account = ~20K ops seats - If Stackbirds replaces/augments 10% of those seats at $30K/seat/year ACV = **$60M TAM in a single ZIP code** - 2% logo-conversion off a 50-account list = 1 paying logo. Realistic 90-day target: **3 paid pilots, 1 expansion** out of Legacy West alone. --- ## Next steps to consider - **Account scoring:** I can re-rank the 50 by funded-deal velocity, recent layoffs (proxy for ops pressure), or known ops tooling (Bullhorn/Encompass/Guidewire users surface fast in job postings). - **LinkedIn enrichment:** Pull the exact VP Ops / Director Operations names + emails for the top 15 accounts. - **Vertical-specific sequence variants:** I wrote the mortgage version above. Insurance, healthcare RCM, and freight versions can follow the same skeleton. - **Demo asset:** A Loom-style "before/after" showing a Stackbirds agent clearing a sample loan condition in real time is the single highest-leverage thing to build for this market.