Overview

This article walks you through the full onboarding checklist in Sona, from initial setup to data activation, ensuring you are fully configured to capture, enrich, and act on account data. With this guide, you will be ready to confidently move from setup to insight driven action.

Prerequisites

Use this checklist when you are new to Sona and need to configure tracking, enrichment, and data activation. Before you start, make sure you have:

Admin access to Sona.
CRM admin access, for the Connect CRM step.
The ability to install website tracking code, for the Install Pixel step.
A messaging tool admin account, such as Slack.

Step 1: initial setup, CRM and first-party tracking

Complete these three cards on the onboarding page to connect your CRM, install the Sona pixel, and set up messaging:

Connect CRM: go to the onboarding page and click Connect CRM, then follow the prompts to link your CRM system. This step is typically completed during onboarding.

Note: the card turns green once the setup is successfully configured, as shown in the example above.
Install Sona Pixel: click Install Sona Pixel, copy the tracking script after configuring capture form submission, then paste it into your website's global <head> tag and confirm installation by checking tracking status.
Setup Messaging: click the Setup Messaging card, then authenticate and connect your preferred messaging platform, such as Slack.

Step 2: data activation setup, intent signals, ICP score, and more

Setup Intent Signals: click Setup Intent Signals to open the configuration page, then select key behavioral signals, such as page views and form fills, that indicate buyer interest.

To configure intent signals, follow the instructions in the Workspace Settings: Intent Signals guide.
Setup ICP Score: click Setup ICP Score to configure your ideal customer profile, then define scoring logic based on criteria like industry, revenue, and company size.

To configure ICP, follow the instructions in the Workspace Settings: Ideal Customer Profile (ICP) guide.
Setup Buyer Persona: click Setup Buyer Persona to define your target audience by role or function.

To configure personas, follow the instructions in the Workspace Settings: Personas guide.
Setup Buying Committee: click Setup Buying Committee to map key personas involved in the purchase process, then align roles to specific sales stages.

To configure buying committee, follow the instructions in the Workspace Settings: Buying Committee guide.

Once all required steps, like intent signals, ICP score, buyer personas, and buying committee, are marked complete, you will see the setup bar reach 100%.

Step 3: enriched versus identified accounts

Understand the difference between enriched accounts and identified accounts in Sona:

Enriched Accounts: accounts you import, then enhance with company data.
Identified Accounts: companies recognized from website traffic via the Sona pixel.

To view enriched accounts:

Go to Accounts > Identified, then click the Enriched Accounts tab.
See data for companies that have been enriched with Sona.
Use filters or sort by revenue or employee size for targeting.

To view identified accounts:

Switch to the Identified Accounts tab.
Review visitor companies detected via pixel tracking.
Click See All Identified Accounts to expand the full list and dive deeper.

Key concepts and best practices

Progress Tracking: the progress bars give you visual confirmation that setup is complete. Each section must show 100% before moving forward.
Sequential Completion: completing initial setup first ensures data capture before diving into activation features.
Buyer Signals Depend on Setup: features like account scoring and prioritization rely on having intent signals and personas in place.

FAQs

What access do I need before starting onboarding?

You need admin access to Sona, CRM admin access to complete the Connect CRM step, the ability to install website tracking code for the Install Pixel step, and an admin account for your messaging tool, such as Slack. Having these ready before you start keeps the checklist moving without interruptions.

Do I need to complete onboarding steps in order?

Yes. Completing initial setup, connecting your CRM and installing the tracking pixel, before moving to data activation ensures Sona is capturing data before you configure features like intent signals and ICP scoring that depend on it. Each section shows a progress bar so you can confirm it is at 100% before moving to the next.

What is the difference between enriched and identified accounts?

Enriched accounts are companies you import and then enhance with company data. Identified accounts are companies recognized from website traffic through the Sona pixel. Both appear under Accounts > Identified, on separate tabs, so you can review each set independently.

How do I know when onboarding is complete?

Each onboarding section shows a progress bar. Once required steps, such as intent signals, ICP score, buyer personas, and buying committee, are marked complete, the setup bar for that section reaches 100%, confirming Sona is fully configured to capture, enrich, and act on your account data.

Onboarding