Reference Call Prep Guide

M

Marcus Lee

@marcus-lee

·

Comprehensive preparation for reference calls that showcase the right outcomes.

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Prepare for a reference call where {{prospect_name}} from {{prospect_company}} will speak with {{reference_name}} from {{reference_company}}.

What the prospect cares most about:
{{prospect_priorities}}

What the reference customer achieved:
{{reference_outcomes}}

Create:
1. Pre-call brief for the reference customer
2. Suggested talking points aligned to prospect priorities
3. Questions the prospect is likely to ask
4. Landmine topics to steer away from
5. Follow-up actions after the call
6. Email templates (intro connecting them + thank you after)

Make the reference feel prepared but not scripted.

Details

Category

Business

Use Cases

reference managementsocial proofdeal advancement

Works Best With

gpt-4oclaude-sonnet-4
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