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Getting started 3 min read

Finish onboarding

Tell Leadiy about your business so every search and message is tailored to you.

app.leadiy.com/onboarding
DEMO

Quick setup

1Describe your business
2Define ideal customer
3Set your goals
4Finish
01Tell us what you do
1/4

Onboarding is a short, one-time setup that teaches Leadiy who you are and who you sell to. It's the difference between generic results and a platform that surfaces exactly the businesses you want - and writes outreach that sounds like you.

1

Describe your business

Enter your business name and a short description of what you offer. This is used to personalize AI outreach later - when Leadiy drafts an email, it knows what you're selling and can reference it naturally.

2

Define your ideal customer

Pick the industries, business types and locations you typically sell to. This seeds your first searches so you're not staring at a blank screen - Business Explorer and Opportunity Finder use it as a starting point.

Tip: Not sure yet? Choose your best guess - you can change targeting on every search.

3

Set your goals

Let us know whether you're after more leads, more meetings, or specific project types. Leadiy uses this to highlight the tools most useful to you first.

4

Finish and explore

Click Finish and you're dropped onto your dashboard, fully personalized. Your sidebar now links to every tool, and your first Business Explorer search is pre-filled with your targeting.

You're done 🎉

That's the full walkthrough. Open Leadiy and try it yourself - or watch the demo above again any time.