Set your brand profile
Add your logo, business name and colors so every report and proposal comes out looking like your work.
Quick setup
Your brand profile fills in the details Leadiy drops into documents automatically - your logo, business name and accent color. Setting it once means every report, brief and proposal is client-ready without manual editing.
Open brand profile
In Settings, open the Brand profile section. These details are separate from your account details - your account is who you are, the brand profile is how your work looks when a client sees it.
Add your details
Upload your logo, fill in your business name and pick an accent color. These map to merge fields that report templates and AI-generated documents insert for you automatically.
Tip: Keep the logo simple and high-contrast - it gets rendered small in report headers.
Save
Click Save. From now on, every template and AI draft is pre-filled with your branding, so you spend your time on the substance, not the letterhead.
You're done 🎉
That's the full walkthrough. Open Leadiy and try it yourself - or watch the demo above again any time.
Keep going
Set up your workspace and invite your team
Create your workspace, invite teammates, and choose who can see and change what - roles explained in plain English.
Generate business briefs with the AI Assistant
Turn any business record into a researched brief, talking points or a proposal draft in seconds.
Create reusable report templates
Build a library of on-brand report templates with merge fields - or generate one with AI.