/reference-ops
Use to manage workflows, compliance, and measurement for customer references.
$ npx -y skills add gtmagents/gtm-agents --skill reference-ops --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/reference-ops
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use to manage workflows, compliance, and measurement for customer references.
SKILL.md
reference-ops.SKILL.mdname: 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.
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