> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getseam.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklist

> Complete guide to getting Seam up and running in 2-3 weeks

This checklist walks you through everything needed to get Seam fully operational. Most teams complete onboarding in 2-3 weeks.

<Tip>
  **Work with your onboarding team:** We'll guide you through each step and help troubleshoot any issues.
</Tip>

## 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.

<Steps>
  <Step title="Connect your CRM">
    Link Salesforce or HubSpot to sync accounts, contacts, and opportunities.

    [Connect data sources →](/onboarding/setup/connecting-data-sources)

    **Time estimate:** 30 minutes
  </Step>

  <Step title="Connect sales & marketing tools">
    Integrate sales engagement platforms (Outreach, SalesLoft) and marketing automation (Marketo, LinkedIn Ads, Google Ads).

    [Connect data sources →](/onboarding/setup/connecting-data-sources)

    **Time estimate:** 1-2 hours
  </Step>

  <Step title="Install web pixel">
    Add Seam's tracking pixel to your website to capture first-party intent data from anonymous visitors.

    [Install web pixel →](/onboarding/setup/installing-web-pixel)

    **Time estimate:** 15 minutes
  </Step>

  <Step title="Set intent keywords">
    Configure which pages and topics indicate buying intent (pricing page, competitor comparison pages, high-value content).

    [Set intent keywords →](/onboarding/setup/setting-intent-keywords)

    **Time estimate:** 30 minutes
  </Step>
</Steps>

<Info>
  **What happens next:** Seam begins building your unified data model and capturing intent signals. Data typically syncs within 24 hours.
</Info>

## Phase 2: Configure

Build your intelligence layer by defining your ICP, personas, and automation triggers.

<Steps>
  <Step title="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 →](/onboarding/configure/configuring-icp-fit)

    **Time estimate:** 2-3 hours (includes backtest)
  </Step>

  <Step title="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 →](/onboarding/configure/creating-personas)

    **Time estimate:** 1 hour
  </Step>

  <Step title="Configure signals">
    Set up external buying signals like new hires, funding announcements, job openings, and social mentions.

    [Configure signals →](/onboarding/configure/configuring-signals)

    **Time estimate:** 1 hour
  </Step>

  <Step title="Create audiences">
    Build dynamic segments that combine fit scoring, intent, signals, and account attributes (e.g., "High-fit accounts showing intent").

    [Create audiences →](/onboarding/configure/creating-audiences)

    **Time estimate:** 1-2 hours
  </Step>
</Steps>

<Info>
  **What happens next:** Seam begins scoring your account universe and identifying high-priority targets based on your configuration.
</Info>

## Phase 3: Orchestrate

Launch your first automated play to start engaging prospects.

<Steps>
  <Step title="Set up routing queues">
    Configure the list of sales reps and internal users to route actions to.

    [Configure routing queue →](/onboarding/orchestrate/routing-queue)

    **Time estimate:** 30 minutes
  </Step>

  <Step title="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 →](/onboarding/orchestrate/plays)

    **Time estimate:** 1-2 hours
  </Step>

  <Step title="Monitor and optimize">
    Review play performance, credit usage, and contact quality. Adjust audience criteria and contact limits as needed.

    **Time estimate:** Ongoing
  </Step>
</Steps>

## Success Metrics

Track these metrics in your first 30 days:

<AccordionGroup>
  <Accordion title="Data Quality" icon="database">
    * All data sources syncing successfully
    * Fit scores applied to target accounts
    * Intent signals captured from website traffic
  </Accordion>

  <Accordion title="Intelligence Layer" icon="brain">
    * Fit scoring accuracy validated through backtest
    * At least 3-5 personas defined
    * 2-3 high-priority audiences created
    * Key buying signals configured
  </Accordion>

  <Accordion title="Automation" icon="robot">
    * First play launched and running
    * Routing is correctly set up
    * Play performance meeting expectations
  </Accordion>
</AccordionGroup>

## Common Blockers

Watch out for these issues that can slow onboarding:

<Warning>
  **CRM permissions:** Ensure Seam's integration user has full read/write access to all required objects and fields.
</Warning>

<Warning>
  **Stakeholder alignment:** Get buy-in from sales, marketing, and ops teams early on persona definitions and routing rules.
</Warning>

## Getting Help

<CardGroup cols={3}>
  <Card title="Talk to us" icon="user-headset" href="mailto:support@getseam.ai">
    Schedule regular check-ins during onboarding to stay on track.
  </Card>

  <Card title="Email support" icon="envelope" href="mailto:support@getseam.ai">
    Reach out to [support@getseam.ai](mailto:support@getseam.ai) for technical issues.
  </Card>

  <Card title="Browse guides" icon="book" href="/guides/configuring-seam/unified-data-model">
    Detailed guides for in-depth explanations of every feature.
  </Card>
</CardGroup>

## Next Steps

<Steps>
  <Step title="Start Phase 1">
    Begin by [connecting your data sources →](/onboarding/setup/connecting-data-sources)
  </Step>

  <Step title="Book a check-in">
    Schedule your first onboarding call with us to review progress.
  </Step>

  <Step title="Review the guides">
    Familiarize yourself with [key concepts](/guides/configuring-seam/unified-data-model) while setup is in progress.
  </Step>
</Steps>