Support Getting Started

Getting Started
with LiReach

Understand onboarding, connect your website, define your ideal customer and get your LiReach workspace ready for outreach.

◷ 8 min read
Getting Started
LiReach Support
Your onboarding journey
01
Company
Profile
02
Generate
ICP
03
Select
ICP
04
Generate
Leads
05
Review
Leads
06
Connect
Account
07
Launch
Campaign

Welcome to LiReach

Your first LiReach setup takes you through a simple onboarding journey designed to help the AI understand your business, identify relevant prospects and prepare your outreach workflow.

After signing up, you'll start with your Company Profile. From there, LiReach helps you define your ideal customer, generate leads, review prospects, connect your LinkedIn account and launch your campaign.

Company Profile
Generate ICP
Select ICP
Generate Leads
Review Leads
Connect Account
Launch Campaign
01
Step 01

Complete your Company Profile

After signing up, you'll arrive at the Company Profile step. This is where LiReach starts learning about your business.

Company Name

Enter the name of your company or business.

Example:
Acme Technologies

Website URL

Enter your company's website URL. Your website provides LiReach with important context about your business and what you offer.

Example:
https://example.com

Why your website matters

LiReach uses the information available about your business to understand your products, services, positioning and potential customers.

  • What your company does
  • Your products or services
  • Your value proposition
  • The customers you serve
  • The problems your business solves
  • Your overall positioning
Before you continue
Make sure your company name and website are accurate and that the website represents the business you want to use for outreach.

Once everything looks correct, click Save & Continue.

02
Step 02

Generate your ICP

ICP stands for Ideal Customer Profile.

After your company profile is saved, LiReach AI uses the business context it has gathered to prepare an ICP for your outreach.

What is an ICP?

Your ICP describes the type of customer that is most relevant to your business. It gives LiReach a clearer understanding of who you're trying to reach.

  • Relevant industries
  • Suitable company profiles
  • Potential decision-makers
  • Relevant roles and seniority
  • Business characteristics
Why this matters
Better targeting helps LiReach focus your outreach on prospects who are more relevant to your business instead of simply generating a large list of contacts.
03
Step 03

Review and select your ICP

Once LiReach generates your ICP, you'll reach the Select ICP step.

This is an important checkpoint. Review the profile LiReach has created and make sure it represents the customers you actually want to reach.

Ask yourself

  • Does this describe the customers I want?
  • Are these companies relevant to my business?
  • Are the suggested roles appropriate?
  • Would these prospects potentially benefit from my solution?

If the ICP matches your target market, select it and continue to lead generation.

04
Step 04

Generate your leads

Now it's time to find prospects that match your selected ICP.

LiReach gives you two ways to approach lead generation: Manual Lead Generation and Smart Lead Generation AI.

Manual Lead Generation

If you already know exactly what kind of prospects you want to target, you can provide a LinkedIn search URL.

This gives you greater control over the initial search criteria you want to use.

Smart Lead Generation AI

If you don't want to manually build every search, Smart Lead Generation AI can help discover relevant prospects based on your targeting.

It can also look for relevant buying signals that may indicate potential opportunities.

Think relevance, not volume
The goal of lead generation isn't simply to find more people. It's to find people who are relevant to the business and ICP you're targeting.
05
Step 05

Review your leads

Once leads have been generated, you'll reach the Review Leads stage.

Review your prospects before moving them further into your outreach workflow.

What should you look for?

  • Is this person relevant to my ICP?
  • Is their role relevant?
  • Is their company a good fit?
  • Would they potentially benefit from my solution?
  • Is this someone I actually want to approach?

Auto Lead Confirm AI

You can also use Auto Lead Confirm AI to help evaluate prospects against your selected ICP.

This can reduce the manual work involved in checking whether individual prospects are a suitable match.

06
Step 06

Connect your LinkedIn account

Once your leads are ready, the next step is Connect Account.

Connect the LinkedIn account that you want to use for your outreach activity.

!
Double-check your account
Make sure you're connecting the LinkedIn account you actually want to use for your campaign.

Follow the connection instructions displayed inside your LiReach dashboard to complete this step.

07
Step 07

Launch your campaign

You're almost ready.

After your account is connected and your leads are prepared, you can move to Launch Campaign.

This is where your setup turns into an active outreach workflow.

Understand
Find
Qualify
Connect
Convert

Make your outreach sound like you

LiReach can use examples of your existing messages to understand your communication style and generate personalized outreach.

If you already have messages that represent how you normally communicate with prospects, provide them as examples.

Useful examples can show

  • How you introduce yourself
  • How you talk about your product or service
  • How you approach a prospect
  • How you ask questions
  • How you follow up
  • How direct or conversational you are

What happens after launch?

Launching a campaign is the beginning of your outreach workflow.

Stage What LiReach helps with
Lead Generation Find prospects that match your targeting.
Lead Confirmation Check prospects against your ICP.
Auto Nurture Continue nurturing confirmed leads.
Auto Reply Handle basic questions and help book meetings.
Lead Tracking Track leads through the different stages.

Before you launch

Use this quick checklist to make sure your workspace is ready.

LiReach setup checklist
Company name added
Website URL added
ICP generated
ICP reviewed and selected
Leads generated
Relevant leads reviewed
LinkedIn account connected
Outreach approach prepared
Sample messages added if needed
Campaign ready to launch

Frequently asked questions

What should I add as my website?
Add the website that best represents the business, product or service you want to use for your LiReach outreach.
Do I need to create my ICP manually?
No. LiReach AI can analyze your business information and prepare an ICP for you to review and select.
Can I generate leads manually?
Yes. You can provide a LinkedIn search URL when you want more control over your initial lead search.
What is Smart Lead Generation AI?
Smart Lead Generation AI helps discover prospects based on your targeting and can use relevant buying signals to identify potential opportunities.
Do I have to review every lead manually?
You can review leads manually, or use Auto Lead Confirm AI to help evaluate prospects against your selected ICP.
Can LiReach personalize my outreach?
Yes. You can provide sample messages so LiReach AI can learn your communication style and generate personalized outreach.

Ready to build
your pipeline?

Complete your setup and start turning the right prospects into conversations.

Go to LiReach →