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🎓Set Up & Train Bernard for Your Business

To use our AI features you need to train Bernard on your offering, with company’s tone, and provide sales and marketing collateral examples so he can learn how you speak about yourselves.

Bernard learns from the information you provide. The more specific and natural your inputs, the smarter and more relevant his results will be.

Step 1:

First things first, head to your settings section by hovering on your initials on the top right:

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Step 2:

Select the tab called Train Bernard:

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Step 3:

You now need to complete the following information about your business, and start providing examples of clients, collateral and marketing:

 

1. Explanation of Your Company’s Offering

Describe what your company does, who you help, and what makes you different.
Keep it simple and confident – 2–3 paragraphs is perfect.

💡 Tip: Avoid jargon. Bernard already understands industry language.

Example:
We help B2B companies identify and reach marketing decision-makers at the perfect moment of change.

2. Examples of Marketing Collateral

Add a few examples of your written marketing content such as blogs, emails, or social posts.
This helps Bernard learn your tone and communication style.

💡 Tip: Two examples is enough – authenticity matters more than length.

Example:
Use snippets that sound like your brand voice: a blog intro, newsletter paragraph, or short ad.

3. Examples of Sales Emails

Include 1–3 examples of outreach emails that performed well.
Show Bernard how you open, create relevance, and position your offer.

💡 Tip: Replace names or details with placeholders like [First Name] or [Company].

Example:
Hi [First Name],
I noticed you recently joined [Company] - congrats! I thought it might be interesting to see how others in [sector] use [your product] to [achieve outcome].

4. Current Clients

List your current or ideal clients to help Bernard understand your audience.
You can include company names, sectors, or industries.

💡 Tip: Include 3–5 examples that show your client range or quality.

Example:
Marketing agencies, B2B software companies, and HR tech providers across the UK and Europe.

5. Competitive Advantage

Explain why clients choose you - what makes your approach, data, or results better.
Bernard uses this to highlight your unique value in outreach and campaigns.

💡 Tip: Be specific. Instead of “great service,” say “24-hour setup and unlimited exports.”

Example:
We update our data daily and give clients full visibility into marketing decision-makers across every UK industry.

6. Target Job Titles

List the decision-makers Bernard should focus on.

💡 Tip: The clearer the roles, the sharper Bernard’s targeting will be.

Example:
CMO, HR Director, Head of Finance etc

⚙️ General Tips

💡 Write naturally, not like marketing copy.
💡 Be specific – avoid vague claims.
💡 Include examples whenever possible.
💡 Clarity helps Bernard sound more like you.

✅ What Happens Next

Once your inputs are submitted Bernard analyses your content and builds a model of your company’s tone, offer, and audience. He can now start to generate outreach and prospect insights.

This might be the boring part, but the better your inputs, the better Bernard performs.