The most important set up actions distilled down to 5 steps for you. Making it easier than ever to automatically pick out ideal leads and improve marketing performance with Snitcher.
Completing this list will take 15 minutes and save you at least 2 hours in the first week of use. Plus ensure you don't miss any great leads or key visit information.
Here's what you will get from completing our critical set up checklist:
✅ A list of warm leads matching your ideal company profile ready for sales
✅ Automated reports and updates on ideal leads
✅ Much deeper insights into your marketing performance
✅ Additional info on existing prospects and reactivation notifications on lost deals
✅ A process to get in contact with new ideal leads
Ready to get started?
Step 1: Get your team in the game 💪
Snitcher supports both marketing and sales teams, so it's important both teams have access to the platform from the beginning.
Invite as many people as you want and watch those leads start flowing in—the more the merrier!
Step 2: Automatically filter hot leads 🔥
Save time and stop missing out on your perfect match.
Snitcher automatically captures and sends you ideal leads. Start by combining attributes such as industry, size and location with behaviour like time on site or pricing page visits.
🚨 Of all the actions you can take in Snitcher, this is the most important!
Step 3: Find the right buyer persona 🎯
Uncover exactly who you're looking for—no more guesswork.
For best results, we recommending following how to configure reports and notifications.
To get overview reports on companies Automated Segment Reports are best and will include general statistics, a PDF report and CSV export.
Set up Automations to get notifications via email, Slack or CRM on new leads or return visits from existing prospects.
Step 4: Stay focused with alerts & reports 🚨
Get notified and never miss out on new and returning leads. For best results, we recommending following how to configure reports and notifications.
To get overview reports on companies Automated Segment Reports are best and will include general statistics, a PDF report and CSV export.
Set up Automations to get notifications via email, Slack or CRM on new leads or return visits from existing prospects.
Step 5: Connect us to your other tools ⚡
By integrating Snitcher with your other tools, you can easily send leads and visit information to your team.
With our two-way integrations you can also use custom information in Snitcher such as company or deal owners and stages.
CRMs & Communication
Outbound Platforms
Marketing
Bonus Step: Train your sales team and explore additional use cases 💰
Now that you've got the critical set up in place, it's important to make sure the sales team is up to speed on how to select the right prospects and to book meetings.
Next up, take a look through our use case guides. A couple examples include using Slack and Snitcher for sales, configuring HubSpot and Snitcher to reactivated lost deals and building ideal company audiences in Google Analytics.
As always, feel free to drop us a message with any ideas, questions or just to say hello 👋