Streamlines customer reference workflows by automating matching, scheduling, compliance, and advocacy impact reporting.
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The Reference Operations skill provides a structured framework for managing customer advocacy programs within Claude Code. It simplifies the entire reference lifecycle—from standardized request intake and persona-based matching to scheduling logistics and post-call feedback. By incorporating compliance tracking for NDAs and monitoring advocate fatigue, this skill ensures that sales and marketing teams can scale their social proof efforts without burning out customer advocates or compromising data integrity.
Características Principales
Automated reference matching based on industry, persona, and use case
Advocate fatigue monitoring and rotation logic to prevent overutilization
Analytics for reporting on advocacy impact and segment gaps
End-to-end workflow management from request intake to post-call feedback
Compliance and consent tracking for NDAs and reference approvals
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Casos de Uso
Generating monthly impact scorecards for GTM leadership to highlight advocacy wins
Standardizing reference requests for sales teams to ensure high-quality matches
Auditing advocate utilization and consent records for compliance purposes