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Your first week with Leadfeeder

Your onboarding guide to Leadfeeder: sign up, find your way around and complete the setup steps that matter in your first week.

Written by Ruthie Keith

Leadfeeder shows you which companies visit your website and helps you find new companies to sell to. This onboarding guide walks you through your first week, from sign-up to your first leads. Each step links to a detailed guide if you want to go deeper.


Sign up

  1. Start your free trial. Go to the Leadfeeder pricing page and start your free 14-day trial. You don't need to enter payment details. Prefer to talk to someone first? Click Book a Demo on leadfeeder.com. Want to know what happens when your trial ends? See Pricing, Plans and Payment Methods.

  2. Tell us about your company and team. Enter your company name, your website and your own details. You become the main admin of your account. Leadfeeder also asks about your sales team and which CRM you use.

  3. Review your high-intent pages, ICP and buyer personas. Leadfeeder suggests the pages where visitors show the strongest buying signals, plus your ideal customer profile (ICP) and the buyer personas you want to reach. Adjust them now or later. See The Goals Feature in Web Visitors, Introducing ICP Insights in Web Visitors and How to use Buyer Personas.

  4. Choose your main goal. Pick what you want to do first with Leadfeeder. You can use every part of your plan whichever goal you choose.


Find your way around

  1. Start from your dashboard. The dashboard is the first page you see when you log in. It shows your website traffic over time, the companies that visited recently, and the companies and lists you opened last. Quick links take you to Web Visitors, Company search, Campaigns and Connectors. Use the menu on the left to move between products, with Settings at the bottom. At the top right you'll find your credit balance, notifications, the help menu and your profile menu, where you can open your personal settings or invite new users.

  2. Search from the navigation bar. Type at least three letters of a company name in the search bar at the top of any page. Leadfeeder shows up to five matches. Press Enter or click See more results for the full list, then click a company to open its profile.


First steps for everyone

  1. Install the tracking script. Add the script to your website, or send it to a developer. Leadfeeder starts identifying visiting companies within minutes. See Installing the Web Visitors Tracking Script. Nothing showing after a few hours? See Why Isn't the Web Visitors Tracking Script Working?

  2. Invite a team member. Users are unlimited, so bring in the colleagues who follow up on leads. Click your profile icon at the top right and choose Invite new users. See Add a New Leadfeeder User.

  3. Connect your CRM. Send companies to HubSpot, Salesforce, Pipedrive, Zoho or Microsoft Dynamics 365. No compatible CRM? Use Zapier. See Integrate your CRM with Leadfeeder.

Nice, the basics are in place. Now pick where to go next.


Next steps for your goal


Ideas for your team

Once your tracking script is in, a custom feed is the quickest way to focus on the visitors your team cares about. A few starting points:

  • Sales: a feed of visiting companies that aren't in your CRM yet, or of companies with open deals.

  • Marketing: a feed of visitors to a campaign landing page, filtered by traffic source.

  • Customer success: a feed of existing customers visiting your pricing or cancellation pages.

  • Recruitment: a feed of companies visiting your jobs page.


You're done when…

You've signed up, installed the tracking script, invited a teammate and picked your next step.

Nice work, you're all set up.


Stuck on a step? Chat with us or email support@leadfeeder.com and we'll help you get set up.

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