Everything you need to onboard and get you to success within 30 days.

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By the end of the 30 days you will have:

A scalable solution for your ABM efforts
A good understanding of how the platform works and how to build campaigns
At least three active campaigns being used for your target accounts
At least 10 of your target accounts interacting with your content

Userled implementation process

with our customer success team
Week 1

Kick-Off

Let's start our partnership with a kick-off call.
Step 1

In this call your CSM will:

  • Take you through the Userled platform and configurations necessary
  • Agree timelines for the onboarding and completion of technical configuration
  • Get a better understanding of your goals

Before moving to the next step you should:

  • Receive the guides for setting up configurations
  • Ensure your technical owners are in the Slack channels to ask any questions they might have during setup
Week 1

Technical Configuration

You have assigned owners and gone through guides for our integrations which means you’re ready to complete the technical configuration of Userled.
Step 2

During this step you will:

  • Install the Userled Client SDK on your domain(s) using these instructions
  • Connect Clearbit to uncover traffic
  • Integrate your CRM(s) by following these guides
  • Connect your custom domain
  • Setup Slack for sales alerting
  • Invite teammates by following these steps
  • Create custom properties in CRM
  • Enable fingerprinting

Before moving to the next step you should:

  • Receive an invitation for the meeting from your CSM
  • Think about which accounts you’d like to target through Userled
  • Think about what KPIs you’d like to increase with our support
Milestone!
You’ve completed the technical configuration of your account
Week 2

Campaign Creation

You have successfully completed the technical setup of your account which means we can start planning how to hone and scale your ABM strategy with Userled.
Step 3

During this meeting you will:

  • Talk to your CSM about what accounts you’d like to target
  • Discuss campaigns you might run
  • Define what you’d like to achieve through these (better collaboration between Sales-Marketing, % increase in key account engagement etc)
  • Get examples of previously successful campaigns and ideas from your CSM
  • Schedule a time for your review meeting

Before moving to the next step you should:

  • Share your target account list with your CSM
  • Configure your distribution channels
  • Layout your content play
  • Share any other key information relevant to your campaigns with your CSM
  • Receive an invitation to the review meeting
  • Share your content play with your CSM
Week 3

Product Training

You’ve shared all your ideas and wishes for a campaign and your CSM has been busy creating it.
Step 4

During this meeting you will:

  • Review your campaign
  • Get how-to walkthroughs from your CSM
  • Product training
  • Plan when you’ll roll this out
  • Decide on who else (e.g. Sales) should have access to the tool
  • Approve your campaigns!

Before moving to the next step you should:

  • Ensure you’re happy and there are no amends needed before launch
Week 3

Launch and Iterate

You’ve launched your first campaign and have started using the assets to enhance your ABM program.
Step 5

During this phase you will:

  • Continue to meet weekly with your CSM to review process
  • Receive helpful hits, tips and ideas on what to do next from your Userled team
  • Measure against KPIs set at the beginning of the onboarding process
  • Continue to receive proactive outreach from your CSM on updates and assistance
  • Start working with your CSM to focus on longterm success!
Milestone!
You’ve completed your onboarding journey with Userled and have activated your first campaign.

What our customers are saying

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We wouldn’t be able to do ABM without Userled—its outbound functionality came at exactly the right time for us.
Catherine Fendt
Growth Marketing Lead, Moss
Userled gives us the ability to stand out in a challenging market by connecting the dots between channels, teams, and data.
Edouard Uguen
Growth Lead, Pigment
We’ve expanded our reach significantly, catering to more accounts, industries, and sales reps than ever before.
Athena Barris
Global Integrated Campaigns Manager, Elastic
Sales reps love the real-time alerts about engaged prospects—it’s like gold nuggets for them, driving higher conversions.
Vincent Bonjean
Senior Growth Manager, Qoba
The ability to create custom landing pages without technical bottlenecks has transformed how we run ABM campaigns—quick, seamless, and impactful.
Eerik Beeton
Marketing Lead, Teamed
We’ve shifted from one-to-many campaigns to a precise one-to-few approach, creating personalized experiences at scale.
Drew Teller,
Head of Growth, Labelbox
We deployed our ABM programs in weeks, not months.
Stephanie Beasley,
Senior Marketing Digital, Entrust
We increased demo bookings by 120% with tailored landing pages.
Ilana Elbaz,
Head of Sales, Deel
We launched ad-to-web experiences 2x faster and generated 30% more pipeline.
Pedro Costa,
Head of Growth Marketing, Coverflex
We are now able to uncover our web traffic and create tailored experiences for each audience.
Saumil Shah,
Head of Marketing, Causal

Drive more revenue from key accounts with 1:1 personalization

Book a Demo
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