Frequently Asked Questions
What is PipelinePal? PipelinePal is an AI-powered outbound sales agent built to help B2B SaaS teams scale cold outreach, follow-ups, and meeting booking — without hiring additional headcount. It generates custom email sequences, handles objections, and even scores leads automatically.
01
How does it work?
Once you sign up and complete a quick onboarding form, PipelinePal uses your inputs (industry, role, tone, CTA, etc.) to generate tailored cold emails and follow-ups. Pro plan users also get lead scoring and CRM-ready formatting.
03
What do I get during the free trial?
You’ll get full access to our Starter or Pro plan for 7 days. This includes unlimited email generation, strategy guidance, and a dashboard to manage your prompts and outputs.
02
Do I need any technical skills to use it?
Not at all. PipelinePal was built for non-technical marketers and founders. If you can fill out a form and copy/paste into your CRM or email tool, you're ready to go.
04
Can I connect PipelinePal to my CRM or email platform?
Right now, you can copy/paste your content into any platform you use (like HubSpot, Close, Mailshake, or Outreach). CRM integrations via Zapier or direct API are on our roadmap.
05
How is this different from ChatGPT or a cold email template pack?
PipelinePal is purpose-built for B2B SaaS outreach. It’s trained on actual frameworks, pain points, tones, and buyer objections — not just generic prompts. Plus, it evolves with your inputs and gives structure to your outbound strategy.
07
Can I cancel anytime?
Yes. No contracts or hidden fees. Cancel anytime before your next billing cycle from your account dashboard.
06
Is the content unique every time?
Yes. Each message is generated dynamically based on your industry, persona, and preferences. You’ll never get a recycled template or generic fluff.
08
What if I need help setting things up?
We’ve got you. You’ll get a Quick Start Guide, example prompts, and a welcome email series with everything you need to get going. Pro plan users can also request a Loom walkthrough.