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Customer references

How partners collect, store and use customer references - asking, levels of permission, reference calls, published references for points, keeping them current and respecting a customer who withdraws.

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Address: https://doc.exponential.earth/exphelp/viewer/help/partners/customer-references.md

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Customer references

This page is for partner owners and sales staff. A customer reference is a customer's permission to be named, quoted or called about your work. The program counts "Customer reference published" as 500 points (https://exponential.earth/partner/requirements, read 18 October 2026).

Levels of permission

LevelCustomer allowsUse
1Being named in a list"Our customers include ..."
2Logo useLogo wall on your site
3A quoteProposals, website
4Reference callsProspects may call a named contact
5Case studyA full story (Writing a case study)

Ask for each level explicitly and record the answer. A "yes" to a quote is not a "yes" to a logo.

Asking

Subject: May we name you as a reference?

We are glad <project> is running well. Would you allow us to:
[ ] name <organization> as a customer
[ ] show your logo on our website
[ ] use this quote: "<quote>"
[ ] give your contact <role> to prospects for a short reference call (max <n> a year)
You can withdraw this at any time by writing to <role e-mail>.

Storing references

Keep a simple register: customer, permissions granted, date, who approved, expiry or review date. Store contact details only as long as you need them (Protecting customer data).

Using references well

  • Ask before each reference call; respect the agreed maximum.
  • Brief the prospect; send the reference a thank-you.
  • Review references yearly; remove those whose sites no longer run Exponential.
  • When a customer withdraws, remove the reference everywhere within a short, stated time.

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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