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Workshop: Building a Just-In-Time Reference Capability

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We'll energize your reference team by helping them:

  • Align customer reference program goals to business strategy and the needs of senior stakeholders in sales and marketing.

  • Develop exciting, high-impact goals they can achieve quickly.

  • Build a rapid implementation plan with accountabilities and milestones.

  • Determine what the reference team can stop doing that isn’t adding value, or that can be more cost effectively outsourced, in order to free up time for the team to engage in additional strategic, high impact initiatives.

A critical part of our value add is to bring knowledge of relevant practices, processes, and tools from the Customer Reference Forum community of reference professionals—the largest in the world. We can also provide direct, personal access for your team to leading practitioners from our database of more than 1,000 reference and other customer engagement professionals.


  • (With coaching option) Follow-up—six months of on-going guidance in implementing the initiative(s) developed.

  • Assessment of your customer reference program: do you have enough references, do you have the right references, are you fully leveraging them, etc.