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.
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.
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.
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.
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.
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.