Customer Reference Eligibility Manager

Turn scattered inputs into a review-ready Customer Reference Eligibility Manager.

Important work should not start with an ungrounded chat prompt. Customer Reference Eligibility Manager gives B2B Product Marketing and Customer Advocacy Teams a repeatable way to turn authorized source material into a structured decision pack: evidence is labeled, open questions remain visible, and every next step has an accountable human owner.

What you can produce

• Eligibility scoring rubric
• Reference candidate tracker
• Consent and usage-scope register
• Match-readiness report
• Outreach queue

The before-and-after

Before: Important context lives across notes, drafts, spreadsheets, messages, policies, or interviews. Teams debate what is known, what is assumed, and who needs to decide.

After: You have a shared, review-ready artifact centered on Eligibility scoring rubric, with explicit inputs, trade-offs, missing evidence, and an approval-ready next step.

Why this skill earns a place in your workflow

It combines eligibility scoring, consent scope, reference fatigue controls, and prospect-fit matching instead of producing generic advocacy advice.

Use it when

• You need to convert buyer-provided context into a reusable operating artifact.
• You want assumptions, unknowns, and contradictory inputs surfaced before a team acts.
• You need one clear version of the work for cross-functional review and accountable approval.

How it works

1. Provide the authorized context, goal, constraints, and decision owner.
2. Run the workflow to build an evidence ledger, required deliverables, options, and open questions.
3. Review the output with the accountable human, verify claims, and decide whether to implement the next step.

Built for thoughtful teams, not autopilot

This is an instruction-only SKILL.md workflow. It does not log in, browse private systems, edit records, send messages, publish content, run commands, or execute transactions. It is designed to improve the quality and repeatability of team thinking—not to bypass ownership or professional judgment.

Known limitations

The Skill only organizes buyer-provided records and flags review items; authorized staff must verify consent, eligibility, outreach, and any policy or contractual restrictions. Buyers must verify facts, follow their own policies, and obtain any specialist review required for their context. This skill does not provide legal, financial, privacy, compliance, security, accessibility, or safety determinations.