MerakiPeople — Account Setup
MerakiPeople
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Welcome to MerakiPeople

Let's set up your company so your team can start closing more deals with AI. We'll build your company profile, define who you sell to, and prepare your knowledge base — about 10 minutes.

What we'll set up
Company ProfileDetail your business
Target ProfileDefine ideal customers
Document ChecklistUpload key docs
AI ModulesChoose capabilities
1 Company Profile

Tell us about your company

Enter your website and click "Analyze with AI" — it researches your business and builds your Company Profile and Product Brochure. Everything that follows is powered by these two, so we'll generate them before you continue.

Company Intelligence
Required to continue — click "Analyze with AI" to build your profile
AI-extracted insights about your company will appear here — this step generates your Company Profile and Product Brochure, which unlock the rest of setup.
2 Target Profile

Who is your ideal customer?

Define your Ideal Customer Profile so AI can hunt, score and prioritise the right leads. Set a few parameters and we'll suggest data-backed buyer personas.

No form to fill — our AI builds your ideal customer profiles automatically from your company profile and product brochure.

3 Account Hunting

Accounts for your target profile

We hunt real companies that match your selected profiles, score each for fit, and save every one of them to your MerakiPeople platform — you can hunt leads at any saved account later from the admin portal. Pick up to 5 accounts now to hunt their decision-makers right away.

4 Lead Hunting

Find the right people to contact

We find decision-maker contacts at the accounts you selected. Review them here first — mark who's relevant, filter and sort, then move the ones you want into your MerakiPeople pipeline, unassigned and in your first lead stage.

Pick just one lead — on the next step we’ll write a sample nurture for them so you can see your AI's voice. Everything else stays saved here until you move it into MerakiPeople.
5 Document Creation

Create your sales documents

Pick your communication channels and let AI build your go-to-market documents from your company intelligence.

New to this? Ask the AI coach anything about these documents in plain English — it answers from your documents, and stays at your side while you scroll.
Communication channels
Email, WhatsApp and LinkedIn are on by default. Toggle any channel on or off — your marketing strategy is built around the ones that are on.
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6 Nurture

Activate your nurture AI

We turn your marketing strategy and lead score framework into the AI system prompts that power your team's automated nurture — generated and saved straight to your workspace.

Setting up your workspace…