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Onboarding Process
Onboarding Process

Onboarding. Set up.

Updated over a week ago

Step 1: Welcome

Upon entering Pipelime, your onboarding journey begins with a warm welcome message:

Step 2: Website

Next, you'll be prompted to input your website URL:

Our AI will use the information provided in your website to optimize your sales funnel and deliver customized results.

IMPORTANT: Ensure that the URL contains 'https://' and consider copying and pasting it to avoid errors.

Step 3: Confirm Company Name

Confirm your company name to ensure accuracy throughout the platform.

Step 4: AI Website Analysis

Pipelime's AI will analyze your website and provide a summary. Review and edit the summary for accuracy and completeness. The more information provided, the better!

Step 5: Choose Preferred Language

Select your preferred language for working within the platform. This language will determine how the automation functions. If your preferred language is not listed, please email with the subject line: "Add Language - [Language]"

Step 6: Confirm Target Markets

Confirm your target markets by selecting industries that purchase your product or service. If your industries are listed and accurate, simply confirm. If you wish to add additional industries, feel free to do so!

Once you've done this your onboarding process is complete, and you're now ready to automate your sales funnel with AI! Sit back, relax, and enjoy the power of Pipelime as it works tirelessly to optimize your lead generation and sales processes.

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