Common questions about scoring, sequences, credits, and integrations.
Sign up for a free account. You get 10 Prospect Credits to use immediately.
From the dashboard, set up your company profile, define your ICP, create a campaign, upload your CSV, and start scoring.
To set up your company profile, paste your website URL and PipelineIQ will extract your positioning.
The whole setup takes under 10 minutes.
You need your company website URL, a CSV of prospects, and a rough sense of your ideal customer.
Your CSV must include at least the following columns:
PipelineIQ will translate your ideal customer details into scoring criteria.
Your first 10 Prospect Credits are completely free. No credit card is required.
You can score up to 10 prospects against your ICP and generate personalized five-message outreach sequences for any leads that qualify.
PipelineIQ scores each prospect against your ICP categories, such as company size, industry fit, role seniority, and tech signals.
Each category has a weight that you set. The final score is a weighted average from 0.0 to 10.0.
Every score includes a per-category breakdown so you can see exactly why a lead scored the way it did, plus a confidence label based on how complete the lead record actually was.
Every qualified lead (Strong, Good, or Borderline) now surfaces two action-layer fields at scoring time:
You see both in the expanded lead card right after scoring, and they’re also included in the CSV export columns “Pain Point” and “Solution Fit”.
Low-fit leads (Weak, Exclude) don’t get these fields — action language for a lead you wouldn’t contact would be misleading.
This is on the near-term roadmap. After scoring completes you’ll see an on-screen breakdown of how many leads landed in each tier (Strong / Good / Borderline / Weak / Exclude) and be able to download a PDF report of the same summary to share with your team or save as a record.
Today you can already export the full scored CSV (lead-by-lead with all fields including Pain Point and Solution Fit) from the campaign download page.
A low-fit prospect scored below your ICP threshold.
Low-fit prospects will not receive a sequence. Instead, the export includes an exclusion reason explaining which categories they fell short on.
This is intentional. Knowing who not to contact is part of the value.
Yes. You can update your ICP categories and weights at any time from the ICP settings page.
Changes apply to future campaigns only. To apply updated criteria to existing leads, re-run the campaign.
Yes. Scoring a lead against your ICP uses one Prospect Credit, even when the lead does not qualify.
The analysis is the same regardless of outcome.
For each qualified lead, PipelineIQ uses the prospect’s profile data, company information, and ICP score breakdown to generate a five-message sequence.
Messages reference specific signals from the lead’s profile, not generic placeholders.
Currently, sequences are generated and exported as-is.
You can edit them inside your outreach tool after import. Sequence editing inside PipelineIQ is on the roadmap.
LinkedIn DM sequences are shorter, more conversational, and formatted for LinkedIn’s message character limits.
Cold email sequences will include subject lines and are structured for inbox delivery.
Both sequence types include five messages. Messages are currently focused on LinkedIn outreach, but can still be used in cold email. Channel selection and cold email message optimization are coming in future updates.
PipelineIQ exports a CSV pre-mapped for several popular outreach tools.
The column structure matches each tool’s import format. For other tools, the export includes all sequence data in labeled columns that you can remap.
No. PipelineIQ uses CSV export, not a direct API connection.
Download your scored and sequenced list, then import it directly into your outreach tool.
This keeps the setup simple and works with any sequencer.
Yes. The export CSV can be imported directly into a Clay table.
You can use it as an enrichment source, trigger sequences from Clay, or pipe it through Clay’s automation workflows.
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One Prospect Credit covers the full analysis of one lead.
This includes ICP scoring, score breakdown, exclusion reason if the lead is low-fit, or a five-message outreach sequence if the lead qualifies.
One lead uses one credit.
No. Purchased Prospect Credits never expire.
Buy a bundle when you need it and use it at your own pace.
No. If a lead fails due to a technical error, or is detected as a duplicate before processing begins, no credit is deducted.
We do not offer refunds on purchased credit bundles.
Credits never expire, so unused credits carry forward to your next campaign indefinitely.
Go to the Pricing page, select a credit bundle, and complete the purchase.
Credits are added to your account instantly.
Send us an email at support@pipelineiq.online. We respond within one business day.