How can we help?

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:

• first_name
• last_name
• company_name
• company_website

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.

Yes. Our done-for-you campaign service is for people who want the output without running the software.

Send us your lead list (or just describe who you target if you don’t have one yet) and we handle scoring and sequence generation manually on your behalf.

The first 10 leads are scored free, with reasoning and a sample message sequence, so you can judge the quality before paying anything.

A full campaign (up to 500 leads scored and sequenced) is $99, delivered within 48 hours as a ready-to-send CSV. Larger lists are quoted after you reach out.

Self-serve Prospect Credits mean you use the PipelineIQ app yourself: define your ICP, upload a CSV, and run scoring and sequencing in your account. The done-for-you service is the same underlying scoring and messaging, but our team runs it for you and emails back the finished CSV. Use whichever fits how you want to work.

ICP lead scoring rates each prospect on how closely they match your ideal customer profile, rather than on how much they have interacted with you.

You define the profile once, as a set of weighted categories such as industry, company size, and buyer role. Every lead is then scored 0.0 to 10.0 against those categories, so a list can be sorted by fit before anyone is contacted.

No. Every lead gets a 0 to 10 score on each of your ICP categories, and every one of those category scores carries a one-sentence, plain-English explanation of how it was reached.

The overall score is a weighted average of those categories, using weights you set and can change. Leads that are excluded carry a written reason too, so a rejection can be audited the same way an acceptance can.

No, and the difference matters. Predictive lead scoring trains a statistical model on your historical conversion data to estimate how likely a lead is to close.

PipelineIQ scores fit against the ICP you define, and explains each score in plain English. That means it works on day one with no conversion history to learn from, and every score can be read and challenged rather than taken on trust.

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:

• Likely Pain Point: one or two sentences naming the specific operational pain the lead likely faces, grounded in their role, scale, industry, geography, and signals.
• Suggested Solution Angle: one or two sentences naming the outreach hook to lead with on a first message. Frames how your offering connects to that lead’s situation. Not a sales pitch, an angle.

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.

Leads are scored one at a time, so the run takes longer the bigger your list is. A short list finishes in a couple of minutes; a few thousand leads will run for a while.

Keep the tab open until it finishes. Scoring is driven from the page you are looking at, so closing the tab or putting the browser to sleep stops the run.

Nothing is lost if that happens. Come back to the campaign, press Resume scoring, and it picks up the leads that were never reached. Leads already scored are not scored again and you are not charged twice for them.

The same applies to generating messages. If your connection drops mid-run, PipelineIQ pauses on its own and resumes when you are back online, so you only need to worry about closing the tab.

Yes. After scoring completes you see an on-screen breakdown of how many leads landed in each tier (Strong / Good / Borderline / Weak / Exclude), plus the qualified-versus-low-fit split and average score. From there, or from the campaign download page, open the scoring report and use your browser’s Save as PDF to keep a clean copy or share it with your team.

You can also 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.

Editing your ICP does not change scores that already exist. To apply the new criteria to leads you have already scored, open the campaign and press Re-score. You do not need to upload the list again or start a new campaign.

Yes, and it is free. The Re-score button on the campaign scoring page rates every already-scored lead again against your current ICP, rewriting the scores, the reasoning, and the Likely Pain Point and Suggested Solution Angle.

Two things to know before you press it:

• Leads that already have messages keep them, but drop back to “scored” until you regenerate. The old messages were written against the old scoring.
• Account grouping is cleared, since those picks were made against numbers that no longer hold. Group again after the run.

Re-scoring charges nothing, so there is a daily fair-use ceiling instead: it is sized to the campaign, at roughly two full passes a day. A very large campaign spreads its re-scoring over more than one day. Email support if you need that raised for a one-off.

It should not any more. The CSV reads Pain Point and Solution Fit from your latest scoring, so a re-score refreshes the export alongside the lead card and the scoring report.

Scoring text also follows the same punctuation rules the messages do. Leads scored before that shipped keep their older wording until you re-score them, which is free.

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.

Use the search box above the scored leads table. It matches on name, company, job title, industry, email and email domain.

Every word you type has to match, so searching “jane acme” finds Jane at Acme rather than everyone named Jane plus everyone at Acme. Search works alongside the tier, status and score filters, and the select-all checkbox only ever selects the rows you can currently see.

Only if you want to. After scoring, the "Pick one contact per account" step groups your contacts by company and chooses the one worth approaching, with a written explanation of why that contact won. Everyone else is marked as an alternate (a qualified contact you can promote with one click) or suppressed (low fit, or never scored).

Message generation then skips the held-back contacts, so you approach each company once instead of once per row. If you do want a second contact at an account, tick "Also generate for alternate contacts" on the Generate messages step and the alternates are included in the run (suppressed contacts stay skipped). The step is optional, it is free because it reuses the scores you already paid for, and you can override any pick by hand.

Grouping works best when your CSV has a company_website column. If it does not, PipelineIQ falls back to the email domain, then the company name.

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 steps are one short conversational block with no subject line, written for the way people read messages on a phone.

Email steps carry a subject line, two to four short paragraphs, and a plain sign-off. Every email step exports its own subject column, sitting immediately before that step’s message column so the pair stays together when you paste into your sending tool.

Pick the channel with the toggle at the top of the sequence builder. Any individual step can override it, so connecting on LinkedIn and following up by email is a normal setup.

By whatever you put in the “Your name” field on your company profile. That is the name email sign-offs use.

Leave it blank and emails close with the closing word alone, with no name. They are never signed with your company name, because a one-to-one email signed by a company reads automated.

LinkedIn steps are unaffected, since they carry no sign-off. Adding your name does not rewrite messages you already generated.

Yes. On your company profile there is a “How you write” section. Paste or upload a transcript of yourself talking, or answer five short questions, and PipelineIQ builds a short voice profile: your tone, your sentence rhythm, the words you use and the ones that would sound wrong coming from you.

Review and edit the profile before you save it, since it is what the message writer reads. It shapes how messages are written, never what they claim or offer.

Building a voice profile is free and optional. Transcript uploads accept plain text files (.txt, .md, .vtt, .srt); for Word or PDF, copy the text and paste it in. Messages you already generated are not rewritten, so regenerate the leads you want in the new voice.

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.

Yes. The dashboard has an “Export all scored leads (CSV)” button that opens the Export leads page, where you can put every scored lead from every campaign into one file instead of downloading each campaign separately and merging them by hand.

It adds Campaign, Company, and ICP columns so each row stays attributable after the merge, and it includes low-fit leads that were excluded, along with the reason they were excluded.

Five optional filters narrow it: company, lead upload date range, fit tier, sequence status (generated, not generated, or any), and primary contacts only. The page counts matching leads as you change them, so you know the size before you download. Leave everything alone and you get the whole workspace.

Two things worth knowing. “Primary contacts only” includes just the contacts chosen as primary by account grouping, so leads in campaigns you have never grouped are left out, which is why it can come back empty. And a very large selection is refused with a message asking you to narrow it: filtering by company is usually the quickest way under the limit.

One difference from a per-campaign export: the workspace export carries scoring columns only, with no sequence message columns. Sequence steps are defined per ICP, so combining campaigns that use different sequences would produce mostly empty message columns. When you want the generated copy, use the download page on the campaign itself. Both exports are free.

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.

On our public marketing site we use three tracking tools, gated behind a cookie consent banner on first visit:

• PostHog and Google Analytics aggregate visitor analytics (page views, scrolls, outbound clicks). No company identification.
• RB2B: B2B visitor identification. Identifies the company a visitor is browsing from. Separate toggle so you can keep aggregate analytics on while opting out of identification.

Inside the signed-in app, we use essential session cookies for authentication and a theme preference cookie. These are required for the app to function and aren’t covered by the consent banner.

You can revisit your cookie choices at any time via the Cookie preferences link in the site footer.

Our Privacy Policy lists every sub-processor we rely on and what data each one sees. Lead data you upload is processed only by PipelineIQ and the AI provider we use for scoring. It is not shared with analytics tools.

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.