Guides ยท Business

Customer Reference Program Basics

Mobilize happy customers

Building a reference program means selecting satisfied customers, securing permissions, defining participation (quotes, case studies, calls), coordinating with legal/privacy, and offering recognition or value in return.

Select and Ask

Identify happy customers; request specific participation.

Protect

Get approvals; align on privacy, brand, and review cycles.

Recognize

Offer appreciation, access, or co-marketing value.

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