Welcome to Onboarding

We’re glad you’re here. Click your role to get started.

Program Managers

Onboarding is as easy as 1-2-3. We’ll help you set up a great program where sellers can begin training + using signals within 30 days.

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Step 1

Set Up for Learning

  • Complete diagnostics + discovery session + select users & teams.
  • Meeting attendees needed:  sales enablement + revenue leadership.

Step 2

Set Up for Signals

  • Define which prospect & customer accounts you want us to monitor + monitoring preferences + users who will get signals.
  • Meeting attendees needed:  revenue leadership and revenue operations.

Step 3

Signal Integration

  • In <60 minutes, you can have our signals/leads fully integrated within multiple systems of your choice, including Salesforce, Hubspot CRM, Salesloft, Outreach, and most other systems.
  • Meeting attendees needed:  revenue operations.

Calendar of Events

The shortest path from here to more pipeline requires collaboration between our two teams. Here is a recommended calendar of execution.

Day 1

Onboarding: set up for enablement.

Day 5

Submit diagnostics + users & teams info + discovery session.

Day 8

Onboarding: set up for signals.

Day 15

Onboarding: integration with your systems.

Day 25

Begin training.

Day 30

Receive first round of signals.

Calendar of Events

The shortest path from here to more pipeline requires collaboration between our two teams. Here is a recommended calendar of execution.

Day 1

Onboarding: set up for enablement.

Day 5

Submit diagnostics + users & teams info + discovery session.

Day 8

Onboarding: set up for signals.

Day 15

Onboarding: integration with your systems.

Day 25

Begin training.

Day 30

Receive first round of signals.

Regular Program Check-ins

Be empowered and informed with monthly check-ins that take <60 minutes.

Business Case Review

Business Case Review

Get a detailed report on program performance.

 

  • Training Attendees
  • 1-on-1 Coaching Attendees
  • Certification Completions
  • Number of Signals Actioned
  • Number of Meetings Booked
  • NPS
  • Testimonials/Feedback
Signal Management

Signal Management

For maximum signal accuracy, modify the following when necessary.

 

  • Accounts being monitored
  • Users & routing rules
  • Preferences

Learning Journey

Experience pipeline results quickly by deploying a new learning program every quarter. Or, work with us to create a customized learning journey that aligns with organizational initiatives.

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Quarterly Course Outcome

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Salespeople & Sales Leaders

Welcome to Pipeline Signals!
You’ve been selected to join our program to help get more at bats and boost pipeline creation.

The Pipeline Problem

Research reveals account-based sellers must self-source 70% of revenue, while marketing & BDR/SDR support contributes to about 30%. 

 

Closing this gap is harder in the digital, social and AI era, with reduced phone and email response rates, posing a significant pipeline development challenge.

The Dilemma with Pipeline Development

How We’ll Help You

Here is our winning formula to help you create pipeline consistently!

Learn the world’s best social selling, digital prospecting and account management techniques to grow sales pipeline.

Learn the world’s best social selling, digital prospecting and account management techniques to grow sales pipeline.

onboarding page

Apply strategies, achieve real-life sales outcomes and get certified to verify results.

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Reinforce results with hot signals/leads that we’ll supply.

In Good Company

We’ve been helping B2B sellers for 10+ years.
Check out the highlights.

Increase sales pipeline by 25%

Increase sales
pipeline by

0 %
Improve deal win rates by

Improve deal
win rates by

0 %
Boost quota attainment by in 1 Year

Boost quota attainment by in 1 Year

0 %

*based on real customer outcomes

Outcomes 600

600

600+ organizations trained + certified in Social Selling Mastery®, SPEAR Selling and custom programs!

outcomes 500,000+

500,000+

500,000 sellers trained globally with one common goal:  generate more ‘at bats’ and close the self-sourced pipeline gap!

How We’ll Support You

Explore the many ways we’ll support you in this program.

Live Learning Sessions

Live Learning Sessions

Join virtual live sessions to immerse yourself in best practices, tactics and more

On Demand Portal

On Demand Portal

Access all learning materials (recorded sessions + mini training videos) in one place.

1-on-1 Coaching

1-on-1 Coaching

Get direct 1-on-1 help with private coaching sessions available daily. Talk out an idea, get help with a real-life situation and more.

Get Signals Regularly

Get Signals Regularly

We’ll give you a full list of all key stakeholders in your accounts including new decision makers + former customers.  You can now create more at bats at scale!

Your Next Steps

Your Next Steps

We hope you’re excited to start! Be sure to complete these steps.

We’re looking forward to collaborating with you personally to grow pipeline consistently!

Your Next Steps

We hope you’re excited to start! Be sure to complete these steps.

Your Next Steps

We’re looking forward to collaborating with you personally to grow pipeline consistently!

Revenue Leaders

Welcome to Pipeline Signals!

Your company is leveraging us to help sellers generate more meetings and pipeline. To better acquaint yourself with this program, please take a few minutes to do the following.

If you have any questions or ideas, we’d be delighted to collaborate with you. Please reach out directly to your Pipeline Signals Customer Success Manager to set up a meeting.

FAQs

You may have some questions about us and this program. Please read these FAQs to get started.

It’s hard to make your number. Not because sellers aren’t working hard, but because they are likely focused on leads and accounts that have minimal chances of conversion.

 

We help you solve that.

 

By focusing on former customers who have moved + new decision makers in accounts that are already in the budgeting process, interest level is higher statistically.

We’re career sales professionals and leaders, so we naturally understand the sales landscape and speak your sales team’s language.

 

More importantly, we’re teachers, guides and coaches, ready to work with your team to train them on pipeline development best practices and how to use signals effectively to generate results.

In addition to providing signals, we encourage each team member to:

 

  1. Attend live training sessions
  2. Complete practical assignments
  3. Get 1-on-1 training support

 

This support translates to better program performance.

Our growing library of sales intelligence includes the following types of signals (more ‘at bats’).

  1. Former Customer Signals
    1. Former customers are up to 5X more likely to buy your solution again. Know when they join your target/named accounts or greenfield accounts
  2. New Decision Makers
    1. Collaborating with new stakeholders in prospect and customer accounts is key. They’re creating up to 75% their budgets in the first 1-2 quarters of joining.

These signals are more likely to convert into sales meetings and pipeline.

Self-Source Pipeline at Scale