Help & Support

Quick Start Guide: Begin Using Lemprep in Five Steps

The following five-step process guides you through your first interaction with the platform. Each step is explained in detail so your onboarding experience feels smooth, organised, and predictable.

Step 1: Create Your Account

To begin using Lemprep, create an account with your email address. The process is simple and takes less than a minute. We do not require a credit card during the free trial, allowing you to explore the platform freely.
Once your account is created, you will be taken to your dashboard where you can immediately start adding prospects and generating briefings. You can always update your profile, password, or notification settings through your account settings panel.

Step 2: Add a Prospect or Company

Adding a prospect is the entry point for creating your first briefing. You can input:

• A full name
• A company name
• A LinkedIn URL
• Notes or context about an upcoming meeting
• An uploaded transcript or call summary (optional)

The more information you provide, the more tailored and insightful your briefing becomes. However, Lemprep is designed to work even with minimal inputs, even as little as a name and company.

Step 3: Choose Your Report Type

Lemprep offers different report depths to match your preparation style. You can choose between:

• Standard Briefings: Quick, essential, and ideal for rapid preparation.
• Deep-Dive Briefings: Rich with company intelligence, role insights, industry context, talk tracks, risk flags, and expansion cues.
  

Selecting the report depth ensures the output aligns with your specific goals, whether you need a sharp snapshot or a full strategic breakdown before a call.

Step 4: Generate Your Briefing

Once your input is ready, click to generate your briefing. Lemprep processes your information, collects verified public data, and compiles it into an organised, structured document.
Most reports are ready within minutes.
The system focuses on accuracy, clarity, and relevance, avoiding noise or filler that slows down preparation. As soon as your briefing is complete, it appears in your dashboard for review.

Step 5: Save, Export, or Share Your Work

After reviewing your briefing, you can:

• Download it as a PDF
• Export it as a DOCX
• Copy sections for internal notes
• Share it with team members
• Save it to your dashboard for later reference
• Delete it immediately
• Enable auto-delete if you prefer stricter privacy controls

These options allow you to use Lemprep not just as a research tool but as a full workflow companion.

A 60-Second Quick Help Video

For users who prefer visual guidance, we provide a short, structured 60-second video that walks through the essentials. It covers:

• Adding a new prospect
• Selecting report type
• Generating your briefing
• Navigating your dashboard
• Exporting or saving your report

This quick video is ideal for first-time users or for internal onboarding if you are introducing Lemprep to your team.

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In-Depth Guidance for New Users

To help you get the most from Lemprep, the sections below provide expanded support around common user actions.

Adding Accurate Prospect Inputs

Prospect inputs drive the quality of the output. While Lemprep can work from minimal data, you can enhance your briefings by including:

• Accurate spelling of names
• The correct company website
• A LinkedIn URL where possible
• Context for the upcoming call (e.g., demo, discovery, renewal)
• Any relevant meeting notes

These optional additions refine the output and produce a more personalised, context-aware briefing.

Using Meeting Notes or Transcripts

If you upload meeting notes or transcripts, Lemprep integrates the content into call summaries and follow-up suggestions. This helps reduce administrative work, ensures consistent record keeping, and improves alignment between team members.

Choosing Report Depth Wisely

Standard briefings are ideal for quick preparation.
Deep-dive briefings are suited for:

• Enterprise accounts
• Strategic meetings
• High-value deals
• Renewal and expansion conversations
• Team coaching sessions
• Internal sales reviews

By picking the right depth, you avoid cognitive overload while still preparing thoroughly.

Exporting and Sharing

Exports are clear and formatted for professional use. PDF exports are ideal for managers, presentations, or pre-call sharing. DOCX exports allow editing or integration into internal documents.

If you’re working in a sales organisation, exporting briefings into your CRM manually ensures your preparation sits alongside your pipeline for visibility.