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    B2B Customer Reference Program Planner

    1

    Organize B2B customer reference programs with candidate matching, consent tracking, and outreach workflows.

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    B2B Customer Reference Program Planner

    B2B Customer Reference Program Planner

    Example session with this skill installed

    I have 5 customers in Fintech (Acme, Beta, Delta) and Healthcare (Echo, Zeta). Acme and Zeta have signed off on quotes. Beta is a power user but hasn't been asked. Map these to a reference plan.

    • Read your context and instructions
    • Compiled the b2b customer reference

    I have organized your customer data into a structured reference program plan, focusing on the Fintech and Healthcare segments.

    B2B Customer Reference Program Plan

    1. Reference Candidate Framework

    CustomerIndustryUse CaseEvidenceConsent StatusFit
    AcmeFintechNot SpecifiedQuote ApprovedPublic (Quote)High
    ZetaHealthcareNot SpecifiedQuote ApprovedPublic (Quote)High
    BetaFintechPower UserUsage DataNone / PendingMedium (High Potential)
    DeltaFintechActive UserRelationshipUnknownLow (Needs Audit)
    EchoHealthcareActive UserRelationshipUnknownLow (Needs Audit)

    2. Matching Matrix

    Reference ScenarioIdeal Customer ProfileCandidateMatching EvidenceGaps
    Sales CallFintech / SecurityAcmeExisting QuoteNeed specific use case
    Case StudyFintech / ScalingBetaHigh UsageNeeds outreach & consent
    Quote SheetHealthcareZetaExisting QuoteNone
    WebinarHealthcareEchoIndustry FitNo success data provided

    3. Request Workflow

    1. Verify Beta's Success Metrics: Confirm specific KPIs with the CSM before outreach.
    2. Acme/Zeta Expansion: Request permission to move from quotes to 1:1 sales calls.
    3. Gap Fill: Initiate relationship audits for Delta and Echo to identify specific success stories.

    4. Consent & Usage Checklist

    • Acme: Quote (Yes), Logo (Pending), Case Study (No), Call (No)
    • Zeta: Quote (Yes), Logo (Pending), Case Study (No), Call (No)
    • Beta: All formats (Pending Outreach)

    Next steps

    • Contact Beta's Account Manager to gauge interest in a case study.
    • Update the tracking sheet with specific products used by Acme and Delta.
    • Draft a quote-to-call upgrade request for Zeta.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Managing a B2B reference program manually often leads to overusing the same three customers or accidentally sharing unauthorized logos. This skill structures your customer marketing program by mapping specific customer success stories to sales scenarios while strictly tracking consent and eligibility.

    What it does

    • Candidate Matching maps existing customers to specific sales scenarios based on industry and use case.
    • Consent Tracking manages granular permissions for logos, quotes, case studies, and reference calls.
    • Gap Analysis identifies where your reference library lacks coverage for specific target prospect profiles.
    • Workflow Automation builds a standardized outreach process for CSMs and account owners to request new references.

    How it works

    1. Data Normalization organizes your raw customer list, outcomes, and existing relationship data.
    2. Eligibility Evaluation filters candidates based on relationship strength and verified success evidence.
    3. Matrix Mapping aligns candidates to specific reference formats like webinars, sales calls, or public testimonials.
    4. Execution Planning generates the tracking sheets and outreach steps needed to formalize the program.

    Frameworks & tools

    This skill works with data exported from CRMs like Salesforce or HubSpot, and project management tools like Notion or Airtable.

    Why this beats prompting it yourself

    Generic prompts often hallucinate customer consent or ignore the nuances of B2B relationship management. This skill enforces a strict evidence-based framework that prevents unauthorized usage and ensures your outreach stays professional and respectful.

    Use cases

    • Building a customer reference database from a raw list of success stories.
    • Identifying which customers are eligible for a new case study campaign.
    • Creating a matching matrix for sales teams to find the right reference for a prospect.
    • Auditing existing reference assets for consent gaps and expiration risks.

    Known limitations

    Does not automate actual email sending or CRM data entry. Requires manual input of customer sentiment and relationship status.

    How to use

    Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.

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    Trust & safety

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    Verified clean 13 days ago

    • Passed all security checks, Safe to install

    Listed13 days ago

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