What You Need to Get Started

Intent Search is available on all Kopimore plans, including the pro plan. Here's what you need before you begin:

  • A Kopimore account — free. Create one at kopimore.com/signup.
  • Access to your Kopimore account — Intent Search is a built-in feature of the platform. No additional installation or code changes needed.
  • A basic idea of the keywords that describe your best customers — you don't need a comprehensive list to start. "dental implant," "emergency plumber," "fee-only advisor" — whatever describes the visitors you most want to reach. You can refine this over time.

That's it. No API integrations required to get started. No lengthy onboarding call. Intent Search is ready to use as soon as you have identified visitors in your account.

Step 1 — Navigate to Intent Search in Your Dashboard

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Find Intent Search in the left navigation

After logging into your Kopimore dashboard, go to Visitors in the left-hand sidebar, then select Intent Search. You'll land on the Intent Search interface — a filtered view of your identified visitor list with a keyword search bar at the top.

If you're just getting started, you may not have identified visitors yet. Intent Search becomes useful as soon as visitors start flowing through your account. In the meantime, you can explore the filter interface and prepare your keyword groups.

New to Kopimore? Set up your account first, then navigate to Visitors → Intent Search in your dashboard. Intent Search is available on all plans and requires no separate installation.

Step 2 — Set Your Keyword Filters

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Enter your first keyword in the Intent Search bar

Type a keyword or phrase in the search bar — for example, "implant" — and press Enter. Intent Search will filter your identified visitor list to show only visitors who searched a query containing that word before arriving on your site. Partial matches are supported: "implant" will match "dental implant," "implants cost," "implants near me," and any other variation.

A few things to know about how keyword filtering works:

  • Case-insensitive: "Implant" and "implant" return the same results.
  • Partial match by default: You don't need to type the exact phrase. "implant" matches any query containing that substring.
  • Multiple keywords: You can add multiple keyword terms to your filter. Visitors matching any of the keywords will appear in the filtered list.
  • No keyword data for some visitors: Not every visitor's referral keyword is available — some traffic comes from sources where the search query is not passed (direct traffic, some social media traffic). These visitors still appear in your main list but won't show up in keyword-filtered views.

Start with 2–3 broad keywords that represent your highest-value service areas. You can narrow or expand based on the results you see.

Step 3 — Create Named Segments

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Save your keyword filter as a named segment

Once you've set up a keyword filter that returns the kind of visitors you want to prioritize, click Save Segment and give it a descriptive name — "Implant Prospects," "Emergency Inquiries," "Life Insurance Leads," etc. Your segment will auto-update in real time as new visitors matching your keyword criteria arrive on your site.

Recommended segment names and keyword groups for common business types:

  • Dental: "Emergency Patients" (keywords: emergency, urgent, tooth pain), "Implant Prospects" (keywords: implant, implants cost), "Cosmetic Inquiries" (keywords: whitening, veneers, invisalign, smile)
  • Home Services: "Emergency Dispatch" (keywords: emergency, not working, urgent, burst), "Replacement Jobs" (keywords: replacement, install, upgrade), "Quote Seekers" (keywords: estimate, quote, cost, how much)
  • Financial Advisory: "High Intent — Now" (keywords: near me, fee-only, fiduciary, hire), "Retirement Planning" (keywords: retirement, 401k, rollover), "Wealth Management" (keywords: wealth management, portfolio, high net worth)
  • Insurance: One segment per coverage line — Auto, Home, Life, Health, Commercial.

You can create as many segments as you need. Start with 3–5, observe which ones fill up most quickly, and adjust your keyword groups based on what you actually see in your visitor data.

Step 4 — Set Up Alerts or CRM Sync

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Configure how you want to be notified when new visitors match your segments

In your segment settings, choose your notification preference. Options include: email alert (immediate, when a new visitor matches), Slack notification (if your workspace is connected), or webhook delivery (push identified visitor records directly into your CRM or marketing platform in real time).

Alert configuration recommendations by segment priority:

  • Emergency/High-Priority segments: Set up immediate email AND Slack notification, so your team sees new matches as soon as they arrive — not at the end of the day when they check their dashboard.
  • Standard priority segments: Daily digest email is sufficient. Your team reviews new matches each morning and adds them to the day's outreach queue.
  • CRM sync (recommended for all): If you're using HubSpot, Salesforce, GoHighLevel, or another CRM, connect it via webhook so identified visitor records flow into your pipeline automatically. This eliminates manual data entry and ensures follow-up speed isn't limited by whoever happens to check the Kopimore dashboard that day.

To set up a webhook, go to Settings → Integrations in your Kopimore dashboard. You'll find the webhook configuration options and documentation for connecting to common CRM platforms.

Step 5 — Build Your Outreach Workflow

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Create email templates and call scripts for each segment

Before new visitors start populating your segments, build the outreach templates your team will use. Having templates ready means you can respond within minutes rather than writing from scratch each time. One email template per segment tier is enough to start.

Template structure for each segment type:

Emergency/High-Priority template (email):
Subject: "[Your Business Name] — Available Today"
Body: Brief intro, your availability, specific service offer, phone number and booking link. Keep it under 100 words. Speed matters more than length here.

High-Value Service template (email):
Subject: "Free [Service] Consultation — [Your Business Name]"
Body: Personal introduction, relevant credential or trust signal (years in business, number of clients served, licensing), specific consultation offer with easy scheduling link. 150–200 words.

General inquiry template (email):
Subject: "Welcome from [Your Business Name]"
Body: Warm introduction, brief value proposition, invite them to reach out with questions or to schedule a call. 100–150 words. Less urgency, more relationship-building.

For phone outreach, prepare a simple 4-sentence script: introduce yourself and your business, establish relevance (without referencing the website visit), state your offer (free consultation, free estimate, etc.), and ask for a specific next step.

Ready to set up Intent Search for your business?

Pro plan from $99/mo. Intent Search is available the moment you have identified visitors in your account.

Try Intent Search Free →

Tips for Power Users

Once your basic setup is running and you've worked your first segments for a few weeks, these advanced practices will help you get more out of Intent Search:

Layer Behavioral Filters on Top of Keyword Filters

In Intent Search, you can combine keyword filters with behavioral criteria. For example: visitors who searched "implants cost" AND visited 3 or more pages AND spent more than 2 minutes on site. This multi-criteria filter surfaces your absolute highest-priority prospects — not just anyone who used a high-intent keyword, but the ones who engaged deeply with your site after arriving.

Monitor Keyword Trends

Review your Intent Search data monthly to see which keywords are generating the most identified visitors. If you notice a keyword cluster you hadn't targeted (e.g., "mini implants" showing up repeatedly when you only had "dental implants" in your segment), add it to your segment and consider creating SEO content or Google Ads targeting that variation.

Track Keyword-to-Conversion Rate

As you work through your outreach and close new customers, note which intent segment they came from. Over time, you'll build a clear picture of which keyword groups convert at the highest rate — and you can adjust your outreach priority and effort allocation accordingly.

Set Up Suppression Lists

Upload your existing customer list as a suppression file in Kopimore Settings. This prevents current customers from appearing in your outreach segments and receiving new prospect outreach — a minor but important operational detail.

A/B Test Your Outreach Templates

Once you have enough volume (at least 20–30 outreach contacts per template per month), start testing variations. Different subject lines, different opening sentences, different offers. The personalization advantage of Intent Search-powered outreach is only as good as the quality of the templates you're using to deliver it.

For industry-specific guidance on keyword selection and segment setup, see our posts on dental practice Intent Searchfinancial advisor Intent Searchhome services Intent Search, and insurance Intent Search.