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How the Onboarding Works

Written by Camila

Once your prerequisites are complete, your Customer Manager configures Spear for you.


What your Customer Manager sets up

  • Your ICP and territory filters inside Spear

  • Initial campaigns to test different outreach approaches:
    • Challenge-focused campaigns
    • Priority-based messages
    • Gift campaigns


What happens after campaigns are activated

Spear scans for real-time triggers, such as:

  • A recent promotion

  • A new article or blog post

  • A repost

  • A partnership announcement

When a trigger matches a prospect in your ICP and territory, a suggestion appears in your dashboard.

First suggestions appear within 24 hours of campaign launch.


First days focus

  1. Validate that targeting is correct

  2. Review suggestions — approve or deny them

  3. Make early adjustments to improve quality over quantity

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