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Fine-Tuning Your LEO Bizdev Settings for Success ⚙️🚀
Fine-Tuning Your LEO Bizdev Settings for Success ⚙️🚀

Configure LEO Bizdev accurately to boost your prospecting and create messages that truly engage your prospects.

Updated over 2 weeks ago

LEO Bizdev is an AI designed to boost your prospecting efforts, but the quality of its output largely depends on how well you configure it.

To get the best results, make sure your Buyer Personas and pitches are clearly and accurately defined. Adding specific instructions for message creation also helps LEO generate highly relevant opening messages for each prospect.

In this article, we’ll walk you through best practices for configuring LEO Bizdev effectively, helping you maximize your prospecting impact and achieve optimal results at every step.


1. Setting Up Your Buyer Personas Effectively

On your first login, LEO will request the URL of your LinkedIn profile (required) and your company’s LinkedIn page (optional). This information helps LEO analyze your profile, understand your business, and suggest an ideal Buyer Persona for targeting.

A Buyer Persona is a semi-fictional profile of your ideal client, built on real data and informed assumptions about demographics, behaviors, motivations, and goals.

On LEO Bizdev, each Buyer Persona includes the following information:

  • Job Title: The title and function of ideal prospects, such as CEO, manager, founder, or director.

  • Industry: The sectors where your ideal prospects work, as well as the industries where you have experience and references.

  • Location: The geographical area targeted for your prospects, whether by city, region, or country.

  • Company Headcount: The size of the companies your ideal prospects work for.

  • Relevant Keywords: Specific terms related to your prospects’ skills, experience, or interests.

You can edit and adjust LEO's suggested Buyer Persona information before finalizing it. If you have multiple Buyer Personas, you can create and manage them from the LEO Bizdev web platform 👇

Each Buyer Persona should focus on a single, well-defined target profile. For instance, an HR Director and a Recruiting Manager may both be involved in hiring, but they have distinct roles, priorities, and challenges. It’s important to separate them into individual personas to tailor your approach effectively.

If your Buyer Persona is too general or not accurately defined, LEO may find it challenging to pinpoint the best prospects for your needs. The more specific and detailed you are in defining each persona, the more relevant and targeted LEO's suggestions will be. Clear, focused personas make it easier to connect with the right people in a way that resonates with their unique responsibilities and goals.


2. Adapt Your Pitch to Different Buyer Personas

If your approach feels too generic or similar to your competitors’, it will be challenging to capture your prospects' attention.

To stand out, it’s essential to provide LEO with a tailored pitch for each Buyer Persona. This pitch should clearly and concisely convey your value proposition, enabling LEO to generate customized, relevant messages that truly engage your prospects.

Different profiles will respond to different points. Take the time to identify what will appeal to each Buyer Persona and spark their interest. LEO leverages this key information to craft targeted messages, so the more specific you are, the stronger your messages will be.

To add your Pitch, log in to the LEO Bizdev web platform, navigate to the 'Buyer Personas' section, and select one of your Buyer Personas.

Here are some tips for crafting an effective Pitch:

👉 Put yourself in your Buyer Persona’s shoes:

Consider their needs, daily challenges, and priorities. Identify what might prompt them to seek a solution like yours and how your product or service can meet their specific expectations.

👉 Identify your differentiators:

What specific features make your product or service particularly appealing to this Buyer Persona? Highlight what makes it unique and hard to replace from this prospect's perspective.

What specific problems does it solve better than competing solutions? By clarifying these unique strengths, you enhance your positioning and make your offer more relevant and attractive to this target profile.

👉 Focus on concrete benefits:

Avoid vague claims like "we save you time" or "our solutions help you grow." Be hyper-specific: demonstrate exactly how your solution saves time or money and what makes your approach uniquely effective.

The goal is for the prospect to imagine themselves benefiting from these gains through your product. The more precisely your message resonates with their reality, the more effective it will be.

Example for project management software:

  • Before: "Our project management software helps you save time by organizing your work better."

  • After: "Save two hours a day on project management by automating status updates, deadline reminders, and priority adjustments. Say goodbye to endless email chains and scattered Excel files: our tool manages it all so your team can focus on advancing key projects, solving complex issues, and achieving strategic goals."

👉 Be clear, concise, and precise:

At this stage, avoid in-depth explanations of each feature. The goal isn’t to convince but to spark interest and curiosity.

Be direct and focus on the key argument that will immediately engage your prospect. Avoid long descriptions and remember that you’ll have the chance to delve deeper once the initial contact is established.

A concise, impactful message opens the door to a conversation, so highlight what makes your offer irresistible in just a few sentences.

👉 Test and refine your hooks:

Try different approaches to identify the arguments that resonate most with your prospects, and fine-tune them based on feedback. Analyze which messages generate the most engagement and adjust your hooks to maximize their impact.

Make sure your arguments stay aligned with the current features and benefits of your offer, regularly integrating new updates and evolutions of your product or service. Continuous adjustments allow you to stay relevant and capture your prospects' interest optimally.


3. Provide LEO Bizdev with “Instructions” to Generate Perfect Messages

To ensure that LEO generates messages that align perfectly with your expectations, you can give it additional instructions.

To do so, select a prospect profile suggested by LEO or manually identify one on LinkedIn, then click on the 📝 button.

3.1 Ask LEO to Follow a Message “Template”

You can give LEO a message template so it follows a specific structure 👇

Unlike traditional tools that only fill in predefined fields, LEO uses “contextual text ✨” that adapts to each prospect’s profile.

This means that two messages based on the same template can be very different, as LEO tailors the text to each prospect’s specifics.

Example template:

Hello [first name],
I see that you [...]. On my end, I [...] and I’m reaching out because [...].
Looking forward to connecting,
Best regards,

Here, LEO intelligently fills in the “[...]” fields by choosing phrases and arguments that best suit each profile.

With LEO, message structures are dynamic, enabling advanced personalization for ultra-targeted and unique messages.

Tools using static variables, like [first name], [position], or [company], simply insert these fields without considering the overall context.

In contrast, LEO goes beyond simple substitutions to create a message that genuinely reflects the prospect’s interests and needs.

Thanks to this approach, LEO's messages are more natural and compelling, eliminating the coldness of standardized messages and maximizing each interaction’s impact.

3.2 Add Additional “Instructions”

You can also ask LEO to adopt a certain tone, avoid certain words, or use a specific language or style by sharing your instructions 👇

Example instructions:

  • Avoid using the words "Automation" or any synonyms.

  • Sign messages with "Lukas."

  • Use formal language.

  • Capitalize company names with only the first letter.

The more precise your instructions, the better LEO will be able to respect them and adapt its messages to your style.

This feature allows you to fine-tune your prospecting by creating messages that perfectly reflect your brand image and unique approach.

With LEO, each interaction is aligned with your preferences and goals, making your outreach even more relevant and impactful.


4. Take Action and Adjust!

To keep improving your results, it’s important to take consistent action and prospect regularly with LEO. This practice allows you to observe responses, identify what’s working, and make any adjustments to enhance your prospecting strategy.

By continually refining your Buyer Personas, pitches, and messages, you’ll maximize your prospecting outcomes and fine-tune your approach for greater impact.


Conclusion

Carefully setting up LEO Bizdev gives you the best chance for effective, targeted prospecting.

By creating clear Buyer Personas, adapting your pitches, and providing precise instructions, you enable LEO to generate standout messages that resonate with your prospects.

Remember to take action and continuously adjust your strategy for optimal results. With proper configuration, LEO becomes a powerful asset for engaging qualified prospects and building lasting relationships.

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