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Intro Checklist

Confirm the following steps in order to be qualified to get paid.

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Written by Sam Goldberg
Updated over a week ago
  1. Meeting Goal: Ensure the goal of the introduction is clear – it should lead to a meeting or call between the prospect and the company contact. Once the meeting occurs, you’ll receive your bonus via Stripe.

  2. Prospect Approval: Confirm that the prospect has given their approval to be introduced to the company contact.

  3. Employment Status: Verify that the prospect is still employed at the specified company and is not planning to leave soon.

  4. Sales Call Awareness: Ensure the prospect is fully aware that the introduction is for a sales-related conversation with the company.

  5. BCC Requirement: BCC us on the introduction email so we know you made the intro. Use the email we contacted you with to qualify for the payout.

  6. Payment: Once the intro is made and we can confirm that the meeting was held, we'll pay you within 48-72 hrs via Stripe.
    Make sure your Stripe account is connected to your Draftboard account. Click here to create an account.

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