---
name: reference-ops-1056199d0dd7
description: Use to manage workflows, compliance, and measurement for customer references.
---

# 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
1. **Request Intake** – standardize forms, qualification criteria, and SLA expectations per deal stage.
2. **Matching Logic** – map requests to advocates by persona, industry, use case, language, and availability.
3. **Logistics & Compliance** – schedule calls, provide briefing docs, capture approvals, and log NDAs.
4. **Post-call Workflow** – collect feedback from both parties, update CRM entries, and issue rewards.
5. **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.

---


---
Source attribution: Activer007
Original project: https://github.com/Activer007/ordinary-claude-skills/blob/e3e1b3d55f9a132a68d242040d23048a7ba8f85c/skills_all/reference-ops/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2025 Microck

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

i did not write most of these. i just collected them.

*   **anthropic skills:** mit license (mostly)
*   **community skills:** check the `LICENSE` file in each specific folder.

credits go to https://github.com/anthropics, https://github.com/obra, https://github.com/ComposioHQ, and the other people listed in the source tables. if you own one of these and want me to take it down, just open an issue and i will nuke it.



# Mega AI Hub resource metadata

Creator / publisher: Activer007
Original project: https://github.com/Activer007/ordinary-claude-skills/blob/e3e1b3d55f9a132a68d242040d23048a7ba8f85c/skills_all/reference-ops/SKILL.md
Attribution basis: Source repository record

Fields of work: Marketing, Sales
Roles: Business Development, Customer Success Manager, Marketing Analyst, Product Marketer, Sales Operations
Specialties: Specialty not specified
Tools: HubSpot, Crm, Salesforce
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 352651920d219f83f22d827636fd6a6d32c6e435d6555bb9813c42aacdabb885