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Home/All Skills/Marketing & Growth/reference-ops

reference-ops

Original：🇺🇸 English

Translated

Use to manage workflows, compliance, and measurement for customer references.

1installs

Sourcegtmagents/gtm-agents

Added on2026-02-09

NPX Install

npx skill4agent add gtmagents/gtm-agents reference-ops

Tags

Translated version includes tags in frontmatter

reference-operations workflow-management compliance-tracking crm-integration advocacy-analytics

SKILL.md Content

View Translation Comparison →

Reference Operations Skill

When to Use

Running reference matching, scheduling, and follow-up processes.
Auditing reference utilization, fatigue, and consent records.
Reporting on advocacy impact for sales leadership.

Framework

Request Intake – standardize forms, qualification criteria, and SLA expectations per deal stage.
Matching Logic – map requests to advocates by persona, industry, use case, language, and availability.
Logistics & Compliance – schedule calls, provide briefing docs, capture approvals, and log NDAs.
Post-call Workflow – collect feedback from both parties, update CRM entries, and issue rewards.
Analytics & Governance – monitor utilization, fatigue thresholds, and gaps by segment.

Templates

Reference request form template.
Matching matrix (request attributes → advocate tags).
Follow-up checklist and feedback survey.

Tips

Integrate with CRM to auto-create tasks and close the loop with reps.
Flag overused advocates and rotate in new voices regularly.
Share monthly scorecards with GTM teams to highlight wins and needs.

Download

Download TranslatedIncludes original Skill.md

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