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How the Onboarding Works (MA)

May 12, 2026
5 min read

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

👉 Next: Your Daily Routine in Spear

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Turn Triggers Into Pipeline

With Spear, companies leverage trigger-based outbound to craft a quality-driven GTM motion that actually books meetings.