Leadmeister · User Guide

Everything you need to run outreach with Leadmeister.

Start with the overview, then work through the setup chapters. The whole guide takes about 20 minutes to read end-to-end.

  1. 01
    Leadmeister — Product Overview

    Leadmeister is an end-to-end B2B outreach platform. It finds the right companies and people, enriches them with verified contact details, and runs personalised email and LinkedIn outreach on the…

  2. 02
    Getting Started

    Total time: ~15 minutes.

  3. 03
    Run Setup — Targeting and Scheduling

    The Run Setup card is the most important section on the Email and LinkedIn pages. It answers WHO gets contacted, WHAT gets updated after a send, and WHEN the sends go out.

  4. 04
    Prospecting — finding new leads

    The Prospecting page searches a public B2B database for companies and the people inside them, enriches the ones you care about with contact details, and pushes them into your CRM as new records.

  5. 05
    LinkedIn Outreach

    The LinkedIn page mirrors Email in most ways — Reference URLs, AI prompts, Run Setup (views + criteria + field updates + schedule) all behave identically. There are LinkedIn-specific controls at the…

  6. 06
    Dashboard and Runs

    Single view of all outreach activity. Shows per-user data (each team member sees only their own runs, sends, and quota usage).

  7. 07
    Team and Billing

    Leadmeister has four subscription tiers. Each seat in a team is on one of these tiers.

  8. 08
    Common error messages and what they mean

    This file maps on-screen errors / toast messages / banner copy to their meaning and fix. Tyler refers to this when a user reports an error.

  9. 09
    Appearance and personalisation

    Leadmeister lets each user customise how the app looks. These settings are personal — they don't affect teammates.

  10. 10
    Tyler — your AI assistant

    Tyler is the built-in AI assistant. Click the Ask Tyler button at the bottom-right of any page to open the chat panel.