1. Introduction to ImpactPilot

Welcome to ImpactPilot! 🚀

This Onboarding series is designed to help you quickly understand the basics of ImpactPilot and how to get the most out of it — without needing a training session first.

In this onboarding series, we’ll walk you through the core features step by step. Each topic includes both a video tutorial and a Help Center article so you can choose how you prefer to learn.

What you’ll learn

By following this series, you’ll learn how to:

  • Navigate ImpactPilot and get insights from your AI agents.
  • Build segments to group and analyze your customers.
  • Work with Impact Drivers to measure value creation.
  • Set up and manage Account Plans to track long-term customer success.
  • Understand what data is reflected back into Hubspot.

Onboarding Series Overview

  1. Insights: the basics

    Learn how to use the Insights dashboard, add/remove and filter properties, and create sparklines to track metrics over time.

  2. Insights: AI agents

    How to display and read AI insights in an overview and both in a customer profile.

  3. Segments

    Discover how to create customer segments for clearer analysis by market, phase, or size.

  4. Impact Driver

    Understand what Impact Drivers are, how they’re scored, and how to connect them to your customer data.

  5. Hubspot Insights & Reports

    Understand what data reflects back into Hubspot and how to create reports from this data.

Accessing ImpactPilot

There are 2 ways to access ImpactPilot.

  • Download this chrome extension and access ImpactPilot via Hubspot you can access ImpactPilot by hovering over the 'CRM' tab, and you'll find 3 new tabs with the ImpactPilot logo.
    • Note: if you have access to the Customer Success Service Module in Hubspot, you will find those tabs there as well.
  • The second option is to go to app.impactpilot.io.

Next steps

We recommend starting with Insights Overview to get comfortable with the basics before moving on to Segments and Impact Drivers.

If you have questions at any time, feel free to reach out to our team.

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