RevOpsExpansion · Upsell
Reference Ops
Use to manage workflows, compliance, and measurement for customer references.
by GTM Agents·Apache-2.0·★ 230 on GitHub·updated 2026-04-03
claude plugin marketplace add gtmagents/gtm-agentsWhat this skill does
- 1Standardizes request intake with qualification criteria and SLA expectations per deal stage.
- 2Matches requests to advocates by persona, industry, use case, language, and availability.
- 3Manages logistics including scheduling, briefing docs, approval capture, and NDA logging.
- 4Collects post-call feedback from both parties, updates CRM records, and issues rewards.
- 5Monitors utilization rates and fatigue thresholds to surface gaps by segment for sales leadership.
When to use
- Running reference matching and scheduling for an active sales pipeline at volume.
- Auditing reference utilization to identify overused advocates or segment coverage gaps.
- Reporting advocacy impact to sales leadership with a monthly scorecard.
- Integrating reference workflows with CRM to auto-create tasks and close the loop with reps.
Best for
Account ExecutiveRevenue OperationsCustomer Success Manager
Format
FrameworkTemplateWorkflowAnalyzerTrackerPlaybook
Frequently asked questions
What is Reference Ops?
Reference Ops is a Claude Code skill for revops by GTM Agents. Use to manage workflows, compliance, and measurement for customer references.
When should I use Reference Ops?
Running reference matching and scheduling for an active sales pipeline at volume. Auditing reference utilization to identify overused advocates or segment coverage gaps.
How do I install Reference Ops?
Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.
Is Reference Ops free to use?
Yes. Reference Ops is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.
Source repository
gtmagents/gtm-agents★ 230 · 39 forks
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