Export Your Leads

Pioneer's research is meant to be acted on, in your inbox, your CRM, or your outreach tool. There are two ways to take your leads with you.

Download from the board

Click Export in the header of the Leads or Relevant stage. Pioneer downloads a single CSV containing every analyzed lead in the pipeline: the ones waiting in Leads, the ones you've approved, and the ones you've moved through your custom stages. Rejected leads are left out.

Each row includes:

• The lead's name and website
• The lead's relevance tier (Relevant, Mostly relevant, or Partially relevant), embedded in the TL;DR summary
• Pioneer's one-line summary of the lead
• Links back to the lead's full research in Pioneer
• One column for every property in your pipeline. Properties that identify a person (like a champion or decision-maker) are split into separate columns for their name, LinkedIn, email, and other contact details.

That makes the export ready to import into a CRM or spreadsheet without cleanup: you get people and data, never internal identifiers.

The results email

When a discovery run finishes, Pioneer emails you a summary: how many leads were analyzed, your top relevant leads at a glance, and a link back to your board.

Attached to that email are two CSV files, your relevant leads and the leads that weren't relevant. The second file is worth a skim: it shows you what Pioneer is filtering out, which is exactly the feedback you need for refining your criteria.

So there's no need to keep the tab open while Pioneer works. Close it, and the results will find you.

Next steps

• Enrich Leads with Properties: add the data fields you want in your export
• Refine Your Pipeline: improve the batch before you export it
• From signup to your first 50 qualified leads: see export in context, at the end of the full journey
• Sharing a Pipeline: when a partner wants the live board, not a file

Need help?

If you have questions, reach out to us at support@pioneerclimate.com