Getting started with Leo

From account to first send: website, subscription, mailbox and start. The whole path takes minutes.

Leo is up and running in minutes. This is the whole path from account to first send.

1. Create an account

Go to revexa.io and click Start. Log in with your email address, you get a six-digit code, no passwords. On first login you accept the privacy policy and terms of use.

2. Give Leo your website

Enter your web address. Leo reads the site, works out what you sell and builds your ideal customer profile: industries, company size, geography and which roles buy. Right after, Leo shows buy-ready companies he has already found.

3. Start the subscription

The first 7 days are free, a card is required but nothing is charged during the trial. No lock-in, cancel anytime under Account.

4. Connect a sending mailbox

Under Integrations you connect the rep's email address, that is what Leo emails from. Gmail and Outlook connect with an app password, other providers with SMTP details. See Integrations.

5. Optional: LinkedIn, CRM and Slack

  • LinkedIn: Leo can send connection requests and messages from your account
  • CRM: Leo automatically suppresses your customers and open deals
  • Slack: steer Leo right inside your Slack

None of this is required to start.

6. Turn Leo on

Switch Leo on. He starts in the next sending window, and by default you approve every message before it goes out. Read about the control dial.

Done

Follow everything under Home: what Leo found, what is waiting for approval and what was sent. Questions along the way? Ask the Leo chat or support.