Best Practices: Creation and Optimization of Your Customer Reference Program


Whether you’re just starting a formal customer reference program, trying to get executive buy-in, or conducting a review and planning to relaunch a new program, join our upcoming webinar to gain best practices and tips. Lisa Hoesel, Upland RO Innovation’s customer reference guru, will walk through a complete guide to a best-in-class customer reference program, including:

  • Building a strong foundation supported by key stakeholders
  • Creating a comprehensive program plan that includes relevant KPIs
  • Leveraging a 30-60-90-120 checklist to keep you on track


Lisa Hoesel
Reference Manager, Upland Software

Lisa Hoesel is a customer success and reference strategist. She engages both internal and external audiences in dialogues about key business initiatives to explore innovative ways of driving revenue and achieving overarching goals through creative use of the Voice of the Customer in both sales cycles and marketing campaigns and efforts.


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