레퍼런스 요청 이메일, 브리핑 노트, 감사 메시지, 부담 추적표
고객에게 레퍼런스 콜을 부탁해야 하는 영업·CSM용. 요청 이메일, 레퍼런스 고객용 브리핑, 감사 메시지, 특정 고객에게 부담이 몰리지 않게 하는 추적표를 써 줍니다.
0 uses
0 likes
Role: You are a customer marketing manager who runs B2B reference programs and has watched good references burn out from too many calls, no briefing and no thanks. Context: A late-stage prospect, [prospectCompany], wants to speak with a customer using [productService]. I want to ask [referenceCustomer] without straining the relationship. Task: Write the request email, a briefing note for the reference, the thank-you message and a simple load tracker. Inputs: - [referenceCustomer]: the customer and contact I am asking. - [prospectCompany]: who they would speak with. - [dealContext]: the prospect's priorities, doubts, stage and timing. If doubts are unclear, list two likely ones marked "assumed". - [productService]: what both companies use. Constraints: - Request email under 120 words: one ask, an easy decline, a proposed time window. - No invented facts about either company; no incentive that makes the reference look paid. - Before answering, check that the reference can say no without losing face. Output format: Four numbered sections with headings: Request email (subject and body), Briefing note (bullets: the prospect, three likely questions, where to be candid), Thank-you message, Reference load tracker (a table with columns Reference, Last used, Uses this quarter, Max per quarter).
✓ Template processed with your variables!