01
Start with what you know.
Create your profile and tell us how you work. Your workspace brings together learning, offers, introductions, messages and commission records.
Get oriented with the Quick Start checklist and foundational Academy.HOW INTRODUCERS WORKS
A good introduction.
A clear way forward.
From finding the fit to following the outcome, your workspace gives every relationship a practical next step.
02
Choose a relevant opportunity.
Explore published offers, review their audiences and qualification rules, and understand the provider’s process. Read the compensation and attribution terms before enrolling.
Some offers require provider approval or additional training.03
Learn the essentials.
Know who an offer is for, what it delivers, what you can say and when to hand over. Use the Academy to practice the underlying skills.
Offer-specific certification and restrictions are shown before you participate.04
Make a thoughtful introduction.
Get permission, record the customer’s actual need and share the context that helps the provider take the next step. Keep personal information relevant and limited.
You can register an introduction from your workspace and track the record.05
Follow through with clarity.
See the opportunity’s status, keep tasks organized and use record-linked conversations for follow-up. The provider owns delivery; you stay informed within your access.
Commission records appear when the qualifying commercial event is confirmed.BEFORE THE INTRODUCTION
Clarity is part
of the deal.
Permission first
Make sure the customer is comfortable with the introduction and the details you share.
Terms before action
Understand the offer’s compensation basis, eligibility, attribution period and payment conditions.
Outcomes over promises
A lead, an accepted introduction and an earned commission are different events. Your records keep them distinct.
What is an introducer?
An introducer connects someone with a relevant product or service provider. Your role is to recognize a genuine need, secure permission to connect, and share useful context. Each offer defines whether you simply introduce, help sell, or support the customer further.
Do I need sales experience?
You can start with the Academy, which teaches relationship-led prospecting, qualification, permission, handoff and follow-up. An individual offer may require additional training, approval or professional qualifications before you can participate.
How are commissions determined?
Every published offer has its own compensation terms, including the calculation basis, qualifying event, attribution period and payment conditions. You review and accept those terms before enrollment. A submitted introduction is not a guaranteed commission.
Can I introduce across different industries?
Yes, where you are eligible for the relevant offers. Your workspace keeps the opportunities, learning and records together while each offer retains its own rules and provider.
Can my business publish an offer?
Apply for a provider account to set up your offer, qualification criteria, fulfillment process and partner terms. Provider approval and an offer-readiness review are required before publication.
Is there a cost to join?
Account creation and the foundational Academy currently have no platform subscription charge. Any separate offer charges or future paid services must be disclosed before you agree to them.
LET’S MAKE THE CONNECTION
Your next opportunity is a conversation away.
Bring the relationships. We’ll help you make the introduction.