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Critical set up checklist
Snitcher critical set up checklist
Snitcher critical set up checklist

The most important features and processes you need to generate sales and improve marketing performance.

Rohan avatar
Written by Rohan
Updated over a week ago

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 27 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: Add your team

Snitcher supports both marketing and sales teams, so it's important bot teams have access to the platform from the beginning. Plus it will take you less than 2 minutes.

Step 2: Score your leads

Combine company attributes such as industry, size and location with behaviour like time on site or pricing page visits. Snitcher will then automatically capture, save and send you ideal leads.

Step 3: Configure reports and notifications

With Snitcher there are a few options to set up reports and notifications.

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: Enrich Google Analytics

Snitcher enriches sessions and events in Google Analytics with company identification information like name, industry and size.

With this information you can get much deeper insights into your marketing performance to convert more quality leads and reduce budget spend. Plus create retargeting, lookalike or exclusion audiences based on company attributes.

Step 5: Integrate your 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.

Step 6: 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 👋

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