++ Bread & Butter Onboarding Guide

Your Lead Intelligence Engine is Active!

Congratulations! Now that your WordPress plugin is installed and successfully connected to Bread & Butter, your core intelligence engine is officially running.

Right out of the box, you are now utilizing our proprietary server side tracking. As web browsers implement increasingly strict privacy restrictions like blocking third party cookies and limiting tracking scripts, and users continue to adopt aggressive ad blockers, traditional analytics tools are losing massive amounts of data. Our server side approach bypasses these limitations completely. This guarantees highly precise analytics that capture and reflect your actual traffic flawlessly, giving your AI the complete and unfiltered data it needs.

This pristine data directly powers your Focused Tab, an automated filter that isolates real people who are mathematically ready for outreach by stripping away bots, spam, and unqualified visitors. By analyzing this clean baseline, the engine calculates your Focused Ratio, which is your total number of Focused visitors divided by your total traffic. You can then compare your specific ratio against the Focused Index. The  Focused Index is our proprietary platform benchmark calculated by aggregating anonymized data across our entire network of customers. If your Focused Ratio is higher than the Focused Index, it confirms your marketing efforts are successfully capturing a superior level of genuine human intent.

The best part? Your existing forms are already capturing data.

We are automatically monitoring your current website forms behind the scenes to seamlessly capture data and enrich user profiles. There is absolutely nothing else you need to configure, map, or change, it is already working silently in the background!

Finally, your LeadScore AI engine and Attribution Tracking are fully enabled. Our AI has already begun analyzing thousands of data points and complex user journeys to accurately prioritize your sales pipeline based on real intent. At the same time, the Attribution Report is actively categorizing your top of funnel traffic into actionable intent segments. You will now be able to see exactly which channels are driving valuable conversions, easily tracking visitors coming from organic search, paid campaigns, and even emerging AI search engines like ChatGPT and Perplexity. You can finally stop measuring anonymous clicks and start measuring true ROI.

With your core engine running effortlessly in the background, the following onboarding steps are entirely optional, but highly recommended to maximize your conversion rates and team alignment.

Setting up a powerful new tool can sometimes feel like a lot to tackle all at once, so we’ve broken down your onboarding journey into a simple, actionable roadmap.

The table below provides a complete high-level overview of all the setup steps, categorized by Core Foundations, Growth & Automation, and Advanced Optimization.

We’ve designed this as a flexible checklist for you and your team. Use the Day After Install column to pace yourself and map out a realistic timeline that fits your schedule, and refer to the Mandatory column so you know exactly which configurations are strictly required to get your engine running, versus which ones are optional (but highly recommended!) growth boosters.

Core Foundations

Understanding the Focused Tab

Zero in on real intent

• What it is: The Focused Tab is an automated, intelligent filter within your dashboard that strips away bots, spam, and unqualified traffic to isolate the real people actively engaging with your website.
• Why you should do it: It completely eliminates the noise. Instead of forcing your team to sift through thousands of meaningless pageviews to find a handful of actual prospects, the Focused Tab hands you a clean, prioritized list of visitors who are mathematically demonstrating readiness for outreach.

To learn more, visit: Understanding the Focused Tab and Focused Index

Understanding LeadScore AI

Prioritize your pipeline automatically

• What it is: LeadScore AI is our proprietary engine that continuously analyzes thousands of data points and complex user journeys behind the scenes to accurately measure the true buying intent of every visitor.
• Why you should do it: It takes the guesswork out of sales. Instead of treating every lead equally or relying on manual, outdated scoring rules, LeadScore AI dynamically scores your traffic so your sales team knows exactly who to contact right now to close more deals.

To learn more, visit: What is Lead Score AI and how does it evaluate my traffic?

Invite a Teammate

Add Your Crew

• What it is: Add colleagues to your Bread & Butter account and assign them specific access levels like Administrator for technical and billing access, or Marketer for dashboard and reporting access.
• Why you should do it: Lead generation is a team sport. Because we do not charge per seat, bringing your sales reps, marketing managers, and leadership onto the platform ensures your entire organization is aligned around real human behavior and verified lead data.

To learn more, visit: What are the different team roles and what do they have access to?

Verify your industry vertical

Contextualize Your Data

• What it is: Our AI has auto detected your industry vertical to help benchmark your traffic and identify high intent prospects.
• Why you should do it: Verifying this selection ensures our scoring engine is perfectly aligned with your specific market for the highest accuracy.

To learn more, visit:

Verify your company Social Accounts

Enhance Enrichment

• What it is: We have automatically located your company LinkedIn, Twitter, and Facebook profiles.
• Why you should do it: Confirming these links ensures the enrichment data we append to your incoming leads is highly accurate and correctly mapped to your organization.

To learn more, visit:

Verify your Company Summary

Train Your AI

• What it is: Our AI scanned your website and drafted a brief summary of your company, value proposition, and target audience.
• Why you should do it: You need to check its work and make any necessary tweaks because our Nurture AI uses this exact context when generating personalized outreach emails to your engaged leads.

To learn more, visit:

Verify your Profile Summary

Establish Rapport

• What it is: Our AI has created a detailed profile summary for the person sending your outreach based on public information, such as their LinkedIn profile.
• Why you should do it: The Nurture AI uses this background profile to build genuine rapport with recipients by identifying common traits or connections to break the ice in introductory messages. You should review this summary for accuracy, add any extra details you want to include, or simply rerun the generation process if you are not completely happy with the results.

To learn more, visit:

Verify your CTAs

Drive Outcomes

• What it is: Our AI has identified your primary Calls to Action from your website, like booking a demo, starting a trial, or downloading a whitepaper.
• Why you should do it: You must verify these are the specific actions you want the Nurture AI to drive your prospects towards in its outreach.

To learn more, visit:

Verify your User Journey Events

Map Key Milestones

• What it is: We have automatically mapped key actions on your website, such as visiting a pricing page or downloading a specific resource.
• Why you should do it: Verifying these milestones allows the LeadScore AI to accurately measure intent and readiness to buy.

To learn more, visit:

Add Legal and Compliance Links

Maintain transparency and build trust

• What it is: Provide links to your company legal documentation, specifically your Terms and Conditions and Privacy Policy URLs. When provided, these links will automatically display at the bottom of your active conversion tools, content gates, and cookie consent.
• Why you should do it: While these links are optional, including them is highly recommended to assure your visitors that their data is secure and to help you comply with standard privacy regulations like GDPR and CCPA.

To learn more, visit:  Configuring your Legal and Compliance Links

Enable Cookie Consent

Stay Compliant

• What it is: Deploy a streamlined, horizontal implied consent banner modeled after the world's leading enterprise websites.
• Why you should do it: It ensures your website stays fully compliant with GDPR, CCPA, and other global privacy laws without relying on frustrating opt in menus that destroy conversion rates. It elegantly notifies visitors about tracking and links directly to your legal policies while keeping them focused on your content.

To learn more, visit: Cookie Consent

Download the Bread & Butter Mobile App (Stay Connected Anywhere)

• What it is: Install our companion mobile application on your iOS or Android device.
• Why you should do it: Never miss a high-intent signal again. While you're working a prospect, you'll receive real-time push notifications on your phone the second they return to your site, along with a detailed view of exactly what pages they are looking at. You will also receive instant notifications regarding high-level insights and how your account is performing from a marketing perspective.

To learn more, visit: Bread & Butter Mobile Apps

Growth & Automation

Set up Nurture email accounts

Connect Your Inbox

• What it is: Connect your sales team email accounts via IMAP and SMTP or a direct integration.
• Why you should do it: This allows Bread & Butter to send personalized Nurture AI outreach directly from your trusted domain.

To learn more, visit:

Send your first Nurture AI message

Start Engaging

• What it is: Our Nurture AI has already drafted personalized outreach for your most recent engaged leads.
• Why you should do it: Checking its work and tweaking the tone allows you to launch your first highly targeted, data backed message with confidence.

To learn more, visit:

Add Your First Lead Capture Tool

Deploy a Social Login Widget in 2 minutes

• What it is: Deploy a frictionless, one click social login widget on your website in just a few minutes.
• Why you should do it: Social connections are the ultimate conversion booster. Instead of forcing visitors to invent passwords or manually type out their information, they can simply connect using an account they are already logged into. This drastically increases your conversion volume while capturing verified data that your sales team can actually trust.

To learn more, visit: Social Logins Overview

Enable the Subscription Booster

A quick win to double your Conversions

• What it is: Activate a beautifully designed popup overlay that captures subscribers instantly without requiring you to rebuild your existing signup flow.
• Why you should do it: For massive list growth. Based on extensive customer data, deploying this booster routinely drives massive amounts of verified subscribers. It secures pristine data quality and eliminates fake burner emails the exact moment a visitor converts.

To learn more, visit: Subscription Booster (2x to 5x more sign-ups

Set up an Integration

Export your Engaged Leads

• What it is: Connect Bread & Butter’s Automation Engine directly to your existing CRMs like Salesforce or HubSpot, email platforms, and internal communication tools like Slack.
• Why you should do it: Capturing high quality data is only half the battle. Integrations allow you to effortlessly export your Engaged Leads and automatically route verified profile data, LeadScore AI metrics, and Attribution insights to the tools your team relies on every single day.

To learn more, visit: Integrations & Automation Rules Overview

Advanced Optimization

Upgrade from Sandbox to Custom Social Logins

Ensure production readiness

• What it is: To help you test the tools instantly, Bread & Butter provides a pre-configured "Sandbox Mode" for social identity providers. However, before launching to real users, you must replace these sandbox connections by setting up your own custom developer apps and credentials.
• Why you should do it: Sandbox mode is strictly meant for initial setup and testing. If left active on a live site, your visitors will see Bread & Butter's branding and name on the authorization consent screen. Configuring your own custom connections replaces our branding with your own, guaranteeing a fully white-labeled and trustworthy experience for your visitors.

To learn more, visit: Social Logins Overview

Configure Custom Domain Branding

Maintain a consistent user experience

• What it is: Set up a custom subdomain, such as auth.yourwebsite.com, for Bread & Butter to utilize.
• Why you should do it: Some Social Logins natively display the callback URL domain on their OAuth consent screens. Using a custom domain ensures your users remain within your branded ecosystem during authentication instead of seeing , which maximizes user trust.

To learn more, visit: What is a Custom Auth Domain, and how do I set it up?

Add tracking code to peripheral sub domains

Unify Your Analytics

• What it is: Specify additional subdomains in your settings where Bread & Butter tracking should run, such as a help center portal or a specific e-commerce store.
• Why you should do it: Your account allows for your main root domain and up to three associated subdomains. Adding these ensures the LeadScore AI tracks the complete user journey across all your properties, providing a unified and highly accurate view of intent.

To learn more, visit: How to Add Tracking Code to Peripheral Subdomains

Verify lead stages

Align your pipeline logic

• What it is: Review the default Lead Stages that Bread & Butter uses to categorize your contacts.
• Why you should do it: Bread & Butter uses specific stages to track the lifecycle of a lead. Ensuring you understand these stages, and actively marking successful outcomes as a Win, is critical because it trains the LeadScore AI to identify similar high intent patterns in the future.

To learn more, visit: How do Lead Stages work in Bread & Butter, and why is marking a Win/Closed deal so critical?

Keep your frontend client updated

Maintain peak performance and security

• What it is: The Bread & Butter dashboard will alert you if your WordPress plugin or frontend client falls behind our current release version.
• Why you should do it: Running the most up to date client ensures you have access to the latest features, the most highly precise analytics capabilities, and critical security patches.

To learn more, visit: Keeping Your Bread & Butter WordPress Plugin Updated

Setting up a powerful new tool can sometimes feel like a lot to tackle all at once, so we’ve broken down your onboarding journey into a simple, actionable roadmap.

The table below provides a complete high-level overview of all the setup steps, categorized by Core Foundations, Growth & Automation, and Advanced Optimization.

We’ve designed this as a flexible checklist for you and your team. Use the Day After Install column to pace yourself and map out a realistic timeline that fits your schedule, and refer to the Mandatory column so you know exactly which configurations are strictly required to get your engine running, versus which ones are optional (but highly recommended!) growth boosters.