AdministratorJanuary 2, 2023 at 9:32 am4344 Points::HelpfulUp0
- Set up some guardrails such as field for when the reference was last contacted
- Establish a gate keeper and a backup gatekeep (match maker)
- Create a landing page for people to sign up for a reference or if you have an advocacy platform, make it an ask or challenge.
- Create assets for Sales, CS, Support to share with potential references
- Create assets to share with references once they agree to be reference