Find Customer Social Proof

Use When

A marketer or seller needs credible customer proof and does not know which assets are approved, current, or relevant.

Modes

• Marketing mode: Find proof for a campaign, landing page, blog post, email, event, or launch.
• Sales mode: Find proof for a prospect conversation, account plan, follow-up email, deck, or competitive talk track.

Workflow

1. Confirm the request: audience, segment, industry, use case, channel, and urgency.
2. Search approved customer-proof sources first.
3. If allowed, use CRM or account context to find peer companies, segment fit, and relevant use cases.
4. Rank matches by relevance, approval status, freshness, and specificity.
5. Return only proof that is approved or clearly label proof that needs approval.
6. Include restriction notes and recommended next steps.