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Customer reference operations for sales v1.0.0

Use this resource to manage customer reference requests for your sales team

New

  • 538 downloads
  • 149 likes
  • 221 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install customer-reference-operations

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent standardizes requests (criteria, deadline), matches each request to a reference customer by persona, industry, use case and language, then plans logistics, consent and feedback after each call. You get a reference process and a tracker for its impact.

Mostly picked by

Updated November 2, 2026

Card for the “Customer reference operations for sales” skill

Details

Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: four-step framework (requests, matching, logistics and compliance, follow-up)
  • SKILL.md: brief templates and measurement tips

Good fit for

  • Your reps are looking for references for major deals
  • You want to avoid asking the same customers too often

Not for

    Tags

    • customer references
    • sales
    • consent

    About

    You say

    “Find the right reference customer for a logistics SME that asks for a testimonial, and prepare the call brief.”

    Card for the “Customer reference operations for sales” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to manage customer reference requests for your sales team
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/customer-advocacy-orchestration/skills/reference-ops
    Licence
    Apache-2.0

    Notice

    « reference-ops » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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