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Internal Reference Programs
We’ve built out an internal reference request process, but the exec/sales team want to be able to pick and choose from qualified references at any time. So far we’ve only reached out to customer when the need for a reference arises but leadership would like a proactive process where I reach out to potential references to join our reference roster. I think I’m getting stuck on how to get them to “opt-in” vs just asking them at the time the reference is needed. Any clarity or insights from your process would be helpful. (Originally from LIz Manuntag)
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1 Reply
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4353
Points
Some ideas
- 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