Customer Reference Intel

Value of This Blueprint

Finding the right customer to serve as a Reference can be a make-or-break activity, and finding new customers can be tricky. To avoid tapping the same small group of customers, we've created a Blueprint to help assess whether or not a customer, and the key contacts at that customer, that might be a good fit. This Blueprint will give you deep insight into the customer's health, engagement, and their likelihood to be a positive customer reference that will help you and your business grow.

High-Level Strategy

This Custom Summary is tailored for team members looking for new customer references and offers high level insight into:

• Overall sentiment and relationship health
• Value and outcomes your product has driven
• Engagement and advocacy signals
• Relationship depth and champions
• Renewal and expansion indicators
• Competitive Tool Usage
• Reference Potential Summary

Technical Guidance

Requires the purchase of the AI+ add-on for access to Custom Summaries.

What’s Included in This Blueprint

• AI Custom Summary

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