Onboarding For
Program Managers

Simple Onboarding, Fast Results.
Welcome to Pipeline Signals! We’ve made onboarding easy by following a proven and effective process. Our goal is to get you signals fast and help you enable their usage to increase sales pipeline.
Welcome to Pipeline Signals! We’ve made onboarding easy by following a proven and effective process. Our goal is to get you signals fast and help you enable their usage to increase sales pipeline.
To start, please do the following now.
Your onboarding Journey
Schedule all milestone sessions first. This includes onboarding for various team members, training and coaching, etc.
In this step, you’ll tell us about the job titles and roles that your teams work with.

As an option, if you’re targeting an open market or white space, you’ll indicate which parameters matter to you.

Provide a list of all prospect, customer, and competitor accounts you’d like us to monitor for signals.

Tell us how you’d like to receive signals so you can upload them to CRM quickly and easily.

Learn how to set up reports and dashboards to measure the impact of the Pipeline Signals program.