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1. Creating Your Organizational Profile

The Organization Profile stores your company’s key details helps define your company’s identity and business context within the platform. By completing this information, you help Reevo understand your business model and sales motion, allowing it to deliver tailored automation, insights, and engagement strategies.

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Sections Overview

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Basic Information

Enter your organization’s core profile details:
  • Name – Your company’s official name
  • Website – The URL of your company website
  • Address – Your company’s street address, city, state, ZIP/postal code, and country
  • Industries – Select the industries that best describe your business
  • Verified Domains – Add any domains associated with your company’s email communications
These details form the foundation of your company record in Reevo and are used for domain verification and account organization.

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Questions to Understand Your Business

This section helps Reevo’s AI learn how your company operates. The more context you provide, the smarter the system becomes in tailoring its insights and automations.
You’ll be asked to describe things like:
  • Your elevator pitch - a one-sentence summary of your value proposition
  • Your ideal customer profile (ICP) - who typically buys your product
  • Key personas or titles involved in purchasing decisions
  • The size and structure of your sales team
  • The steps prospects take to evaluate and purchase your product
  • The problem your product solves and how it stands out
  • Customer success stories or wins
  • Common objections and red flags during the sales process
These details train Reevo to better understand your market, messaging, and sales journey, ensuring recommendations and automations are uniquely relevant to your organization.

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2. Team Member Management

Manage your team members and their roles. Here you can invite, remove or modigy user roles.

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3. Record Creation

Choose when the system should create new accounts and contacts based on who you’re engaging with. You can also create a blocked domains & email list and set up meeting recording settings.
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