📍 Where to Find Profiles
Click Profiles in the left-hand sidebar.
You’ll see the Profiles 2.0 dashboard (marked with a purple BETA badge).
Instead of switching between separate tabs, Podcasts, Journalists, and Newsletters now appear in a single unified list.
Profiles 2.0
🧭 Understanding the Profiles Dashboard
The Profiles page includes several columns that help you manage outreach quickly.
Bio Grade
Each profile now receives a Bio Grade that evaluates how strong and “pitchable” the bio is.
Hover over the grade to see:
Why the score was assigned
Suggestions for improvement
Subscriptions
Manage outreach services directly from the profile row.
You can add services such as:
Podcast pitching
Journalist pitching
Newsletter pitching
This allows faster updates without leaving the dashboard.
Profiles 2.0
Pitches This Week
Track how many pitches have been sent for each profile in real time.
This helps you quickly monitor outreach activity.
View Campaigns
Click View Campaigns to see the campaigns associated with that profile.
✨ How to Improve a Profile Bio with AI
Profiles 2.0 includes an AI workflow that helps strengthen bios for better outreach performance.
Step 1
Find the Bio Grade next to the profile.
Step 2
Hover over the grade to see improvement suggestions.
Step 3
Click Improve.
Step 4
Inside the editor, click Improve for me.
The AI will generate an updated bio based on available information.
Profiles 2.0
🌐 AI Web Search Bio Updates
The AI can also scan the web to pull updated information about a person or brand.
You can add instructions such as:
“Focus on recent startup exits”
“Avoid mentioning specific companies”
Once complete, you can review the results in multiple views.
Reviewing AI Edits
You’ll see four review tabs:
Summary
Highlights key changes made to the bio.
Old Bio vs New Bio
Side-by-side comparison.
Redlines
Shows additions (green) and removals (red).
Finalize
Choose:
Accept Edits
Edit Manually
🔧 Managing Profile Subscriptions
Subscriptions are now controlled directly inside each profile.
Add a Service
Click Add Podcast, Add Journalist, or Add Newsletter.
Choose a billing option:
Monthly
Quarterly
Annual
Click Save.
Upgrade a Plan
Click the $ icon or Upgrade button to move to a higher tier.
🔄 Moving a Subscription Between Profiles
If you need to move a service to another client:
Click the Move Subscription icon (two arrows).
Choose the destination profile.
Confirm the move.
⚠️ Note: A moved subscription cannot be moved again for 30 days.
Profiles 2.0
👁️ Filtering Profiles
Use the toggle at the top of the page:
Hide/Show Profiles Without Subscriptions
This allows you to quickly focus on active clients.
📊 Tracking Outreach Activity
Profiles also show weekly outreach metrics.
You can view:
Pitches sent this week
Campaign activity
Client performance
Click View Campaigns to see detailed sequences.
✅ Summary
Profiles 2.0 lets you:
Manage all client profiles in one place
Improve bios using AI suggestions
Add or move subscriptions quickly
Track weekly outreach performance
Jump directly into campaigns
❓Need Help?
If you need help optimizing your profile bio or setting up subscriptions, message us through the chat in your dashboard.