Stop burning your best customers. Manage the full B2B customer reference lifecycle — from NPS signal to published case study — so you always have the right reference for the right deal. Enterprise deals require references; most B2B teams lose deals because they rely on the same 3 customers for every prospect. ## What's included - **Reference pool management** — inventory of reference-ready customers with approved uses (logo, quote, case study, phone call, video, advisory board), health status, NPS scores, usage tracking - **Prospect matching** — describe a prospect (industry, size, use case, key objection) → ranked shortlist with match rationale + scheduling draft - **Ask workflow** — personalized outreach emails per ask type (case study, phone reference, logo, advisory board); send + response + follow-up tracking - **Case study pipeline** — IDENTIFIED → PUBLISHED with interview prep questions, raw-notes-to-polished-draft generation, revision tracking, approval workflow - **Usage analytics + overuse prevention** — reference calls per 30/90 days, cooling-period flags, underutilized references; best customers don't burn out from 11 asks - **Signal scan** — paste your NPS promoters or recent renewal list → tier prioritization (ready now / developing / monitor) + recommended first ask - **Weekly digest + monthly stakeholder reports** — pool size, case study pipeline, call outcomes, deal influence ## Limitations - **Not a survey platform** — pairs with Delighted / Wootric / SurveyMonkey for NPS collection; this is the downstream pipeline - **Not a publishing tool** — produces case study drafts; you publish via your CMS / blog / sales enablement - **Not legal counsel** — customer testimonial usage rights need legal review on high-value or controversial customers - **Not a CRM** — tracks reference program specifically; pairs with HubSpot / Salesforce / Outreach - **500-customer scope ceiling** by default — larger reference programs run multi-segment sessions ## Best fit B2B SaaS customer success teams, marketing ops, and RevOps at companies closing $10K-$500K ACV deals with up to ~500 customers. Especially valuable when the same 3 reference customers get asked monthly and start declining — the cooling-period + usage-distribution flags typically expand the active reference pool from 3 to 12-20 customers, dramatically reducing "we don't have a reference for that prospect" deal stalls.
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