Agent-Skills.md

Agent Skills: Reference Operations Skill

Use to manage workflows, compliance, and measurement for customer references.

UncategorizedID: Microck/ordinary-claude-skills/reference-ops

Repository

Microck/ordinary-claude-skills
MicrockLicense: NOASSERTION
12615

Install this agent skill to your local

pnpm dlx add-skill https://github.com/Microck/ordinary-claude-skills/tree/HEAD/skills_all/reference-ops

Skill Files

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skills_all/reference-ops/SKILL.md

Skill Metadata

Name
reference-ops
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.