Tag

#reference-program

A customer success manager onboarding a new customer reference advocate in a professional office setting, building trust and rapport.

How to Onboard a New Customer Into Your Reference Program

Onboarding a customer reference is more than adding a name to a list. This guide covers every step to set expectations, earn trust, and turn new advocates into lasting ones.

Sep 1, 2026 7 min read

Reference Management

From Spreadsheets to a Structured Reference Program: One B2B Vendor's Story

One B2B infrastructure vendor's spreadsheet-based reference process was burning out advocates and costing deals. Here's how they rebuilt it into a structured, scalable program.

Jun 28, 2026 7 min read

B2B team members collaborating at a conference table to build a structured customer reference program from scratch.

Customer Advocacy

How to Build a Customer Reference Program From Scratch: A Step-by-Step Guide

Building a customer reference program doesn't have to be overwhelming. This step-by-step guide shows B2B teams how to go from ad-hoc favor-asking to a scalable, structured program.

Jun 9, 2026 7 min read