31 lines
1.2 KiB
Markdown
31 lines
1.2 KiB
Markdown
---
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name: reference-ops
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description: Use to manage workflows, compliance, and measurement for customer references.
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---
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# Reference Operations Skill
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## When to Use
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- Running reference matching, scheduling, and follow-up processes.
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- Auditing reference utilization, fatigue, and consent records.
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- Reporting on advocacy impact for sales leadership.
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## Framework
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1. **Request Intake** – standardize forms, qualification criteria, and SLA expectations per deal stage.
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2. **Matching Logic** – map requests to advocates by persona, industry, use case, language, and availability.
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3. **Logistics & Compliance** – schedule calls, provide briefing docs, capture approvals, and log NDAs.
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4. **Post-call Workflow** – collect feedback from both parties, update CRM entries, and issue rewards.
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5. **Analytics & Governance** – monitor utilization, fatigue thresholds, and gaps by segment.
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## Templates
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- Reference request form template.
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- Matching matrix (request attributes → advocate tags).
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- Follow-up checklist and feedback survey.
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## Tips
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- Integrate with CRM to auto-create tasks and close the loop with reps.
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- Flag overused advocates and rotate in new voices regularly.
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- Share monthly scorecards with GTM teams to highlight wins and needs.
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---
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