Reference Management
Match a prospect to the right advocate without burning one out, with fatigue-aware cooldowns.
Overview
Reference Management treats your advocates as a managed pool, not a static list. When a prospect asks for a reference, it matches the request, their industry, use case, and persona, to the best available advocate, while protecting anyone who was asked recently or has hit their quarterly cap. It is the depth on top of the advocacy-engine that spots advocates in the first place.
Fatigue-aware availability
Every advocate has a status: available, on cooldown (used within the last few weeks and resting), maxed (at their per-quarter reference cap), or not willing. A match only ever returns available advocates, and lists the resting ones separately so you know to wait rather than ask. Overusing a champion is how you lose one, so the cooldown is a feature, not a limitation.
How the match is scored
Fit is scored 0 to 100: an industry match weighs most, then use case, then persona. Among available advocates, ties break toward the longest-rested and least-used, so the load spreads across the pool rather than falling on one favorite. The scoring is deterministic, so the same request always returns the same ranking.
Honest when the pool is thin
A request with no available match says so plainly, and points you to widen the criteria or grow the pool, rather than promising a reference you cannot deliver or over-asking someone who is resting. The pool view summarizes how many advocates are available and which industries you can actually cover.