Finish onboarding
Tell Leadiy about your business so every search and message is tailored to you.
Quick setup
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 research that sounds like you.
Describe your business
Enter your business name and a short description of what you offer. This is used to personalize AI research later - when Leadiy drafts a brief, it knows what you're selling and can frame the gaps against it.
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.
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.
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.
Keep going
Find businesses with Business Explorer
Search real businesses by category and location, then enrich them with verified contact details.
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.
Set your brand profile
Add your logo, business name and colors so every report and proposal comes out looking like your work.