Sort Reference Asks by Risk and Effort
Categorize reference asks by urgency, importance, effort, and customer exposure.
Sort each reference request by the handling lane it needs. Quick proof Plan carefully Reshape Stop now Use an already approved anonymous proof pack in a late-stage deck Invite a named customer speaker for a public webinar next month Ask an overused advocate for a same-day peer call Add a customer logo to the website with no recorded permission Schedule a private executive call with a fresh advocate after CSM approval Build a new case study around a metric that legal has not reviewed Send a prospect to a customer currently in an unresolved escalation Replace a requested live call…
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