reference-ops

Automate reference request intake, matching, scheduling, and post-call follow-up.

322|45|Updated Dec 1, 2025
One-click install
npx skills add https://github.com/Microck/ordinary-claude-skills --skill reference-ops
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: reference-ops
Source: https://github.com/Microck/ordinary-claude-skills/tree/main/skills_all/reference-ops
Command: npx skills add https://github.com/Microck/ordinary-claude-skills --skill reference-ops

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps manage customer references workflows, matching, scheduling, compliance, and advocacy analytics.

Core Features & Use Cases

  • Intake templates for reference requests
  • Matching matrix to assign advocates by persona and industry
  • Logistics, scheduling, and post-call governance

Quick Start

Use standard reference templates to initiate a new advocate match and schedule the next follow-up.

Frequently Asked Questions about reference-ops

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate customer reference request intake and scheduling?

Reference-ops automates reference request intake and scheduling by matching advocates to deal stages, personas, and industries, then coordinating logistics and follow-up. It handles standardized forms, SLA tracking, consent, and NDAs to streamline the entire workflow without manual coordination.

Can I manage reference compliance and advocacy analytics in my CRM?

Yes. Reference-ops integrates with your CRM to apply governance standards, track consent and NDA requirements, and provide analytics on reference program performance across all deal stages and customer segments.

How do I match customer advocates to reference requests by industry and persona?

Reference-ops uses a matching matrix to assign advocates based on industry, persona, deal stage, language, and availability, ensuring the right customer voice reaches each prospect without manual selection.

What does a reference workflow template include?

Reference-ops provides intake templates that standardize request forms, define SLA requirements, capture approval chains, enforce NDA collection, and track post-call governance to ensure consistent reference program execution.

Can reference-ops handle multilingual reference requests across different time zones?

Yes. Reference-ops schedules and matches references across languages and availability windows, automatically coordinating logistics and follow-up across geographies and customer segments.