How to create your first campaign

Before you begin

Create a LeadPilot account and sign in to your workspace.

A campaign helps organize your prospecting activity around a specific target market.

Step 1: Open onboarding

After registering, LeadPilot guides you through the initial workspace setup.

If you already have an account, open the Campaigns section to create a campaign.

Step 2: Describe your business

Provide information about your business and the product or service you offer.

This information helps you organize your prospecting workflow.

Step 3: Define your target market

Specify the industry, country and other available targeting criteria.

Choose a market that matches your ideal customer profile.

Step 4: Create the campaign

Review the information and save your campaign.

LeadPilot creates a campaign that you can use for company discovery.

Step 5: Start discovering companies

Open the campaign and start a discovery job.

Discovery may take some time to complete. You can review its status in the campaign interface.

What’s next?

After discovery completes, review the companies found and use the available research and qualification tools.

If discovery does not return the expected results, review your targeting criteria before starting another search.