Help Center

How can we help?

Common questions about scoring, sequences, credits, and integrations.

Getting started

How do I get started with PipelineIQ?

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.

What information do I need before I start?

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.

What does the free trial include?

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.

Scoring

How does lead scoring work?

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.

What are the Likely Pain Point and Suggested Solution Angle?

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.

Can I download a scoring report?

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.

What does a low-fit result mean?

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.

Can I adjust my ICP after scoring?

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.

Do low-fit leads use credits?

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.

Sequences

How are sequences generated?

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.

Can I edit sequences before exporting?

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.

What's the difference between LinkedIn DM and cold email sequences?

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.

Integrations

Which outreach tools does PipelineIQ export to?

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.

Do I need to configure an API connection?

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.

Can I use PipelineIQ with Clay?

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.

Privacy and cookies

What cookies does PipelineIQ use?

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.

Where can I read the privacy policy?

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.

Credits and billing

What is a Prospect Credit?

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.

Do credits expire?

No. Purchased Prospect Credits never expire.

Buy a bundle when you need it and use it at your own pace.

Are failed generations charged?

No. If a lead fails due to a technical error, or is detected as a duplicate before processing begins, no credit is deducted.

Can I get a refund on unused credits?

We do not offer refunds on purchased credit bundles.

Credits never expire, so unused credits carry forward to your next campaign indefinitely.

How do I purchase more credits?

Go to the Pricing page, select a credit bundle, and complete the purchase.

Credits are added to your account instantly.

Still have questions?

Send us an email at support@pipelineiq.online. We respond within one business day.