What do I need to provide to get started?
To get started, we need the following from you:
Website access: So we can install the visitor identification pixel. This is a small script tag added to your site header, similar to Google Analytics.
ICP details: Information about your ideal customer including industry, geography, company size, job titles, and any specific intent signals you want to target.
CRM credentials: If you want leads delivered directly to your existing CRM. If you do not have a CRM, we provide one through the Cursive pFew readersHow does onboarding work?
Onboarding follows a structured 10-day process:
Day 1: You receive a welcome email with your onboarding roadmap and a calendar invite for your kickoff call.
Day 2-3: Kickoff call with your onboarding specialist. We walk through your ICP (ideal customer profile), discuss your target market, and collect the access we need to get started.
Day 4-5: You complete the ICP form with details about your target audience, geography, and service offerings. If you need help, we can fill this out together oFew readers