Does it support compliance requirements?

Yes, the framework includes steps for logging NDAs, capturing consent records, and managing legal approvals for customer references.

What is the Reference Operations skill?

It is a specialized capability for Claude Code designed to manage and automate the lifecycle of customer reference programs, from request to reporting.

Can I use this for sales reporting?

Absolutely. It provides reporting structures to measure the impact of advocacy on deals and identify gaps in your reference library.

How does it prevent advocate burnout?

The skill includes logic to monitor fatigue thresholds and suggests rotating in new advocates to ensure consistent participation without overusing specific customers.

Reference Operations

Name: Reference Operations
Author: Activer007

byActiver007

Marketing Automation

Streamlines customer reference workflows by automating matching, scheduling, compliance, and advocacy impact reporting.

About

The Reference Operations skill provides a structured framework for managing customer advocacy programs within Claude Code. It simplifies the entire reference lifecycle—from standardized request intake and persona-based matching to scheduling logistics and post-call feedback. By incorporating compliance tracking for NDAs and monitoring advocate fatigue, this skill ensures that sales and marketing teams can scale their social proof efforts without burning out customer advocates or compromising data integrity.

Key Features

Automated reference matching based on industry, persona, and use case
Advocate fatigue monitoring and rotation logic to prevent overutilization
Analytics for reporting on advocacy impact and segment gaps
End-to-end workflow management from request intake to post-call feedback
Compliance and consent tracking for NDAs and reference approvals
0 GitHub stars

Use Cases

Generating monthly impact scorecards for GTM leadership to highlight advocacy wins
Standardizing reference requests for sales teams to ensure high-quality matches
Auditing advocate utilization and consent records for compliance purposes

About

Key Features

Automated reference matching based on industry, persona, and use case
Advocate fatigue monitoring and rotation logic to prevent overutilization
Analytics for reporting on advocacy impact and segment gaps
End-to-end workflow management from request intake to post-call feedback
Compliance and consent tracking for NDAs and reference approvals
0 GitHub stars

Use Cases

Generating monthly impact scorecards for GTM leadership to highlight advocacy wins
Standardizing reference requests for sales teams to ensure high-quality matches
Auditing advocate utilization and consent records for compliance purposes