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Quickstart

CustomerOS is designed to deliver value fast.
Follow these four steps to go from setup → live tracking → seeing your first ICP-fit leads and their buying stage.

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1. Book Your Setup Call

  • Schedule an onboarding session with the CustomerOS team.
  • We’ll walk you through configuration, answer questions, and ensure you’re ready to capture value from day one.
Use the in-app link or book a call with our team to get started.

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2. Integrate the First-Party Tracker

  • Add the CustomerOS tracking snippet to your website.
  • This enables us to identify anonymous visitors, resolve companies, and connect behavior to your pipeline.
  • Once installed, you’ll begin seeing traffic identified in real time.

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3. Connect Your CRM & Ad Platforms

  • Link your CRM (HubSpot, Salesforce, etc.) so CustomerOS can unify deals, contracts, and pipeline data.
  • Connect your ad platforms (Google Ads, LinkedIn, Microsoft Ads) to attribute campaigns and measure ICP pipeline creation.
  • The integrations are designed to be one-click and sync automatically.

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4. See Your Leads & Their Buying Stage

  • Once integrations are live, CustomerOS surfaces ICP-fit leads in your dashboard.
  • Every account is scored for ICP fit, classified by buying stage (Education, Solution, Evaluation, Ready to Buy), and enriched with firmographic details.
  • Sales can immediately prioritize outreach, while marketing can double down on the channels and content driving results.

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Next Steps

  • Explore the Reporting dashboards for real-time pipeline visibility.
  • Review the Integrations guide to connect additional tools.
  • Dive into Use Cases to see how teams apply CustomerOS to win more revenue.