Example Pipelines

Pioneer works for any web-research goal. Below are six complete setups you can adapt: copy the description, tune the criteria to your market, and add the properties you'll actually use. Treat each as a starting point; your first refinement pass will fit it to your exact taste.

Finding customers

The classic use case: discovering companies or people who might buy your product.

Example: Enterprise SaaS sales

Description: "Series B+ B2B SaaS companies in the HR tech space with 100+ employees and a presence in North America"

Criteria:

MUST:
- Must be a B2B company (not selling to consumers)
- Must be a software/SaaS company
- Must have raised Series B or later funding

SHOULD:
- Should have 100+ employees
- Should have a presence in the United States
- Should operate in HR tech, people ops, or workforce management
- Should have a dedicated sales or partnerships team

Properties to add:

• Company LinkedIn URL
• Headquarters location
• Head of [relevant department], as a Person property, so you get the human with verified contact details, not just a name

Finding investors

Founders can use Pioneer to discover investors who fit their profile.

Example: Seed investor discovery

Description: "Active seed-stage investors who invest in B2B SaaS, particularly in the developer tools or infrastructure space"

Criteria:

MUST:
- Must be an active investor (investments in the last 2 years)
- Must invest at seed or pre-seed stage
- Must invest in B2B software

SHOULD:
- Should have invested in developer tools or infrastructure
- Should be based in SF Bay Area or NYC
- Should lead rounds (not just participate)
- Should have a thesis or focus area that includes our space

Properties to add:

• Investor LinkedIn
• Fund name
• Portfolio company examples
• Investment thesis URL

Finding partners

Integration partners, channel partners, co-marketing: Pioneer can find them.

Example: Integration partnerships

Description: "B2B software companies that serve a similar customer profile and have active integration or partnership programs"

Criteria:

MUST:
- Must be a B2B software company
- Must serve overlapping customer segments
- Must NOT be a direct competitor

SHOULD:
- Should have an active integrations/partner page
- Should have existing integrations with common tools (Slack, Salesforce, etc.)
- Should have partnership application or contact info visible
- Should have a technical team (can implement integrations)

Properties to add:

• Partnerships page URL
• Partnership contact, as a Person property
• Existing integration count
• Technology stack

Finding vendors

Evaluating service providers, agencies, or SaaS tools for your own use.

Example: Design agency evaluation

Description: "Design agencies that specialize in enterprise B2B software products and have experience with complex UX challenges"

Criteria:

MUST:
- Must be a design agency or consultancy
- Must have B2B software in their portfolio
- Must have a team (not a solo freelancer)

SHOULD:
- Should have enterprise clients in portfolio
- Should specialize in product design (not marketing)
- Should have case studies with measurable outcomes
- Should be based in the US or have US working hours

Properties to add:

• Portfolio URL
• Notable clients
• Team size
• Primary service offerings

Competitive intelligence

Understand your market by discovering companies in your space.

Example: Competitive landscape mapping

Description: "Companies building [similar product category] for [target market], including both direct competitors and adjacent players"

Criteria:

MUST:
- Must offer a product in [category]
- Must serve [target market]

SHOULD:
- Should have raised funding (indicates traction)
- Should have launched publicly
- Should have customer testimonials or case studies
- Should have press coverage or industry recognition

Properties to add:

• Funding amount/stage
• Launch date
• Key differentiators (from website messaging)
• Pricing model

Talent sourcing

Finding people with specific skills or backgrounds.

Example: Technical leadership candidates

Description: "Engineering leaders (VP/Director level) at Series A-C startups who have scaled teams from 10 to 50+ engineers"

Criteria:

MUST:
- Must be VP Engineering, Director of Engineering, or equivalent
- Must have experience at venture-backed startups
- Must have scaled engineering teams

SHOULD:
- Should have been at current role for 2+ years
- Should have B2B software experience
- Should be based in [target geography]
- Should have visible thought leadership (blog, talks, etc.)

Properties to add:

• LinkedIn URL
• Current company
• Years in current role
• Previous companies

Research and analysis

Any systematic web research task works in Pioneer.

Example: Industry report research

Description: "Climate tech startups working on carbon removal, capture, or sequestration technologies"

Criteria:

MUST:
- Must be working on carbon removal/capture
- Must be a company or startup (not a research project)

SHOULD:
- Should have raised funding
- Should have a working prototype or deployed technology
- Should have published technical details or papers
- Should be actively hiring

Properties to add:

• Technology type
• Funding stage
• Key technology claims
• Team size

Next steps

• Create Your First Pipeline: turn one of these into a running pipeline
• Teach Pioneer What a Great Lead Looks Like: adapt the criteria to your market
• Refine Your Pipeline: fit the setup to your taste after the first batch

Need help?

If you have questions or want help setting up a pipeline for your specific use case, reach out to us at support@pioneerclimate.com