Building the Case for a Customer Reference Program

If you’re passionate about customer advocate programs and looking for resources to help build your business case, this checklist  will surely help. 

See the 7 most critical areas to consider with tips for completing your own list including tips like these:

  • What’s best for your situation, giving the decision maker(s) a) something to read, or b) making a live presentation?
  • For presentations: who are the key people to pull together in the room? Include influencers who many not have big titles.
  • Should you have some of your allies from stakeholder departments present?
Checklist for customer references
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