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    Set up your business profile

    Give Privly the context it needs to find relevant buyers and conversations.

    Updated August 21, 2026

    Why your profile matters

    Privly uses your business profile to decide which people and conversations are relevant to you. A clear profile produces fewer, stronger matches.

    You can start from your website or enter the details yourself. Review the result before beginning discovery.

    Complete your profile

    1. 1Add your business name, website, product, and a short description of what you sell.
    2. 2Describe your ideal customers, including useful roles, company types, industries, sizes, or locations.
    3. 3Add the problems, buying triggers, and fit signals that show someone may need your offer.
    4. 4Add exclusions for people or situations that should not become opportunities.
    5. 5Review your offer, preferred call to action, tone, and phrases Privly should avoid.

    Improve weak results

    If matches are too broad, tighten your customer segments, buying triggers, and exclusions. If there are too few matches, check whether the profile is too narrow or missing a clear problem you solve.

    Profile changes can cause recent opportunities and lower-confidence leads to be reviewed again.

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