Onboarding Timeline
Here’s what a typical onboarding looks like:| Week | Focus | Deliverables |
|---|---|---|
| Weeks 1-2 | Data & Setup | CRM connected, web pixel live, sales tools integrated, intent keywords configured |
| Weeks 2-3 | Intelligence & Launch | Fit scoring calibrated, personas created, audiences built, first play launched |
Phase 1: Setup
Connect your data sources and start capturing intent signals.1
Connect your CRM
Link Salesforce or HubSpot to sync accounts, contacts, and opportunities.Connect data sources →Time estimate: 30 minutes
2
Connect sales & marketing tools
Integrate sales engagement platforms (Outreach, SalesLoft) and marketing automation (Marketo, LinkedIn Ads, Google Ads).Connect data sources →Time estimate: 1-2 hours
3
Install web pixel
Add Seam’s tracking pixel to your website to capture first-party intent data from anonymous visitors.Install web pixel →Time estimate: 15 minutes
4
Set intent keywords
Configure which pages and topics indicate buying intent (pricing page, competitor comparison pages, high-value content).Set intent keywords →Time estimate: 30 minutes
What happens next: Seam begins building your unified data model and capturing intent signals. Data typically syncs within 24 hours.
Phase 2: Configure
Build your intelligence layer by defining your ICP, personas, and automation triggers.1
Configure ICP fit scoring
Define your ideal customer profile criteria and run a backtest on 45 accounts (15 good customers, 15 bad fits, 15 random) to calibrate the AI.Configure ICP fit →Time estimate: 2-3 hours (includes backtest)
2
Create personas
Define the job titles and roles you want to target at each account (e.g., VP Marketing, Director Demand Gen, RevOps Manager).Create personas →Time estimate: 1 hour
3
Configure signals
Set up external buying signals like new hires, funding announcements, job openings, and social mentions.Configure signals →Time estimate: 1 hour
4
Create audiences
Build dynamic segments that combine fit scoring, intent, signals, and account attributes (e.g., “High-fit accounts showing intent”).Create audiences →Time estimate: 1-2 hours
What happens next: Seam begins scoring your account universe and identifying high-priority targets based on your configuration.
Phase 3: Orchestrate
Launch your first automated play to start engaging prospects.1
Set up routing queues
Configure the list of sales reps and internal users to route actions to.Configure routing queue →Time estimate: 30 minutes
2
Launch your first play
Start with a simple always-on play like “High-intent website visitors” or “New executive outreach” to see immediate results.Create your first play →Time estimate: 1-2 hours
3
Monitor and optimize
Review play performance, credit usage, and contact quality. Adjust audience criteria and contact limits as needed.Time estimate: Ongoing
Success Metrics
Track these metrics in your first 30 days:Data Quality
Data Quality
- All data sources syncing successfully
- Fit scores applied to 80%+ of target accounts
- Intent signals captured from website traffic
Intelligence Layer
Intelligence Layer
- Fit scoring accuracy validated through backtest
- At least 3-5 personas defined
- 2-3 high-priority audiences created
- Key buying signals configured
Automation
Automation
- First play launched and running
- Contacts routing correctly to reps
- 50-100 new contacts deployed in first week
- Play performance meeting expectations
Common Blockers
Watch out for these issues that can slow onboarding:Getting Help
Talk to us
Schedule regular check-ins during onboarding to stay on track.
Email support
Reach out to [email protected] for technical issues.
Browse guides
Detailed guides for in-depth explanations of every feature.
Next Steps
1
Start Phase 1
Begin by connecting your data sources →
2
Book a check-in
Schedule your first onboarding call with us to review progress.
3
Review the guides
Familiarize yourself with key concepts while setup is in progress.