In Surfboard, you can use Asks to activate your board members for help with things like customer and investor intros.

To create an Ask, go to the Asks tab and click Create ask in the top right corner. Choose whether you want an investor intro or customer intro and we’ll populate a template for you. When you’re ready, assign which members of your workspace you’d like to help with the Ask and we’ll automatically add it to their to-do list.

To make connecting with customers and investors even easier, members of your workspace can sync their LinkedIn contacts to your Surfboard.

To add your connections, click on your avatar in the bottom left corner and choose My connections. Follow the instructions on the screen to import your connections from LinkedIn, then select which workspace you want to share your connections with.

Once members of your workspace add their connections, you can browse them via the Connections tab under Admin tools. If you see someone you’d like to connect with, just click Get intro and we’ll automatically create an Ask and assign it for you!