From company profile to sequencer-ready CSV in six steps.
PipelineIQ takes a CSV of prospects and scores each one against your Ideal Customer Profile (ICP). Qualified leads receive a five-message outreach sequence. Low-fit leads get a clear exclusion reason.
The final output exports as a sequencer-ready CSV for a variety of outreach tools like HeyReach, AimFox, Smartlead, Instantly, or Clay.
One Prospect Credit is consumed per lead processed, regardless of whether the lead qualifies. Credits never expire.
There are no required columns. PipelineIQ scores using your CSV's own column headers, whatever they're named. The columns below give the model the most signal to work with, so scores are more accurate when they're present.
Note: Files must be UTF-8 encoded and under 4.5 MB.
company_website matters: it is what lets PipelineIQ group several contacts at the same company into one account and pick the one worth approaching. Without it, we fall back to the email domain, then the company name.
PipelineIQ needs to understand your business before it can score leads.
On first use, enter your company website URL. PipelineIQ crawls your homepage and about page, extracts your positioning and target market, and pre-fills a company profile for you to review and adjust.
Two fields shape how your messages read. Your name is what email steps sign off with; leave it blank and emails close without a name, never with your company name. The How you write section builds an optional voice profile from a transcript of you talking or five short questions, so sequences sound like you rather than a template. Both are free.
Your company profile is saved and reused for all future campaigns. You can update it any time from the Company settings page.
Your Ideal Customer Profile defines how leads are scored.
Based on your company profile, PipelineIQ proposes 5 to 10 scoring categories, such as company size, industry fit, role seniority, and technology signals. Each category includes a suggested weight.
Review each category, adjust the weights to match your actual sales experience, and save your ICP. Your ICP is saved per company and reused across campaigns.
Create a new campaign and upload your prospect CSV.
PipelineIQ scores using your CSV's own column headers. No mapping step required.
Each prospect receives an overall fit score from 0.0 to 10.0, plus a 0–10 breakdown per ICP category with a one-sentence justification per category.
Qualified leads (Strong, Good, or Borderline) also surface a Likely Pain Point and a Suggested Solution Angle, the outreach hook to lead with on a first message, grounded in the lead’s role, industry, scale, and signals. No generic filler.
Prospects below your ICP threshold (Weak or Exclude) are flagged as low-fit with an exclusion reason and do not receive sequences. You still see the per-category breakdown so you can audit why.
Edited your ICP after a run? Press Re-score on the campaign and every scored lead is rated again against the current criteria. Re-scoring is free, subject to a daily fair-use ceiling sized to the campaign. Leads that already have messages keep them and return to “scored” until you regenerate, and account grouping is cleared because those picks were made against the old numbers.
Scoring report: after scoring completes you see an on-screen breakdown of how many leads landed in each tier (Strong / Good / Borderline / Weak / Exclude), and you can open a clean report to save as a PDF or share with your team.
For each qualified prospect, PipelineIQ generates a five-message outreach sequence personalized to that lead’s profile and score signals.
Messages reference specific details from the prospect’s company and role, not generic placeholders.
Pick the channel at the top of the sequence builder. A LinkedIn step is one short block with no subject line; an email step carries a subject line, two to four short paragraphs, and a sign-off using the name on your company profile. Any single step can override the sequence default, so connecting on LinkedIn and following up by email is a normal setup.
Generation happens in bulk. For larger lists, a progress log shows real-time status per lead. Keep the tab open until the run finishes; it is driven from the page you are on.
Export your scored and sequenced list as a CSV.
The format is pre-mapped for direct import into the most common outreach tools. Every email step brings its own subject column, sitting immediately before that step’s message column so the pair stays together.
Prefer not to run this yourself? Our done-for-you campaign service does steps 3 through 6 for you: send us your list, we score it and write the sequences, you get back a ready-to-send CSV. Free on your first 10 leads.
10 Prospect Credits, no credit card required.