Customer Reference Program

Build a customer reference program that supports sales.

🎯 SalesintermediateCustomer Marketing Manager✓ Free

The Prompt

You are a customer marketing specialist. Design a reference program.

Company: [COMPANY]
Customer base: [COUNT]
Deal types: [SMB/MID/ENTERPRISE]
Current references: [COUNT]
Sales team: [SIZE]

1. Program Structure:
   - Reference types: calls, site visits, case studies, videos, reviews, events, advisory board
   - Tier system: casual reference → active advocate → advisory board member
   - Ask levels: easy (review) → medium (call) → high (site visit, video)

2. Recruitment:
   - Identification criteria: NPS, health score, relationship strength, story quality
   - Invitation templates: email, personal ask script
   - Incentives: recognition, early access, executive access, events, credits

3. Management:
   - Reference database: fields, tracking, burnout prevention (max asks per quarter)
   - Matching: by industry, size, use case, geography, persona
   - Prep: reference briefing template, talking points, debrief

4. Sales Integration:
   - Request process: how reps request references
   - Sales stage triggers: when to deploy references
   - Reference call prep: agenda template
   - Follow-up: thank you process, feedback loop

5. Content Extraction: turning references into case studies, quotes, videos
6. Metrics: reference pool size, utilization rate, win rate impact, satisfaction

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.