From install to first intro in under 30 minutes

Here's exactly what happens after you click the button — and who does what.

Done
You 5 min
Phase 1
Install & Connect
Get the extension installed and connected to your CRM.
Install Chrome extension
Connect HubSpot
Verify data sync
+
Too easy
You 15 min
Phase 2
Configure Your Program
Set up your ICP, payouts, and enablement content.
Define ICP and Persona criteria (drag n drop files, paste text or images)
Set SPIFF tiers & payout rules (can skip for now)
Upload enablement content (drag n drop files, paste text or images — can skip for now)
+
Piece of cake
You 5 min
Phase 3
Invite Partner Organizations
Send invite links to your partner leaders.
Generate partner invite links
Send to partner leaders
+
+ Partner Org Team Members
Effortless
Partner Leader 3 min
Phase 4A
Partner Onboarding
Partner leader accepts invite and shares with their team.
Accept invite
Share install link with team directly from U4IA
Monitor installs and opportunity identification across your business
Child's play
Sellers CS Execs Marketing
2 min
Phase 4B
Team Install
Anyone with relationships installs the extension and connects email. That's it.
Install Chrome extension
Connect email, calendars, and Slack
Done — no training needed
+
Like magic
Multi-Agent Partner Team Automatic
Phase 5
U4IA Does the Work
The system continuously scans relationships and surfaces opportunities.
Scans seller relationships
Matches against your ICP
Drafts personalized intros
Notifies sellers of opportunities
+
Revenue unlocked
You Real-time
Phase 6
Revenue Visibility
See every intro, track every conversion, prove partner ROI.
Real-time intro notifications
Conversion tracking
Attribution reporting
Partner leaderboards

Ready to get started?

Total setup time: under 30 minutes. First intros can happen same day.

Deploy an Acquisition Workspace Earn as a Participant $$$