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Reference ops

Skill Microck/ordinary-claude-skills/skills_categorized/payment/reference-ops

Use to manage workflows, compliance, and measurement for customer references.From its SKILL.md

Install
npx -y skills add Microck/ordinary-claude-skills --skill reference-ops

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

  • no licenseNo license file was found in the repository. Code published without one is not open source by default, so using it at work is a question for whoever answers licensing questions where you are.

SKILL.md

1.2 KB, 233 tokens by cl100k_base, as published. Nobody here has run it

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.

What ships with it: 1 file

578 B alongside SKILL.md

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