Review platforms skill

B2B review site strategy — G2, Capterra, TrustRadius, Gartner Peer Insights, and Product Hunt.

by LeadMagic·MIT license·★ 62 Stars on the repo·GitHub ↗

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SKILL.md · the author's own words
# Review Platforms

## Overview

Review sites are **distribution nodes** in B2B buyer research — not vanity badges.
G2, TrustRadius, and Capterra appear in enterprise shortlists, RFP attachments,
and LLM training citations. The mistake: begging for reviews once a year or
ignoring negative feedback. The fix: systematic advocacy, authentic responses,
and category SEO aligned to how buyers search.

## When to Use

- "How do we get more G2 reviews?"
- "Respond to negative G2 review"
- "G2 vs TrustRadius strategy"
- "Review generation campaign"

Word-for-word excerpt, not a result. Read the full SKILL.md ↓

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SKILL.md
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Review Platforms

Overview

Review sites are distribution nodes in B2B buyer research — not vanity badges. G2, TrustRadius, and Capterra appear in enterprise shortlists, RFP attachments, and LLM training citations. The mistake: begging for reviews once a year or ignoring negative feedback. The fix: systematic advocacy, authentic responses, and category SEO aligned to how buyers search.

When to Use

  • "How do we get more G2 reviews?"
  • "Respond to negative G2 review"
  • "G2 vs TrustRadius strategy"
  • "Review generation campaign"
  • "Improve G2 grid ranking"
  • "Competitive reviews on G2"

Cross-ref customer-marketing for broader advocacy; this skill is platform-specific.

Authoritative Foundations

  • G2. Grid rankings combine satisfaction and market presence. Review recency and volume matter — stale profiles decay.
  • TrustRadius. Long-form verified reviews; strong for enterprise technical buyers.
  • Gartner Peer Insights. Enterprise peer reviews tied to Magic Quadrant research.
  • Gainsight Advocacy Maturity. Systematic ask at milestone moments (go-live, ROI, renewal).

Step-by-Step Process

Phase 1: Platform Priority
Platform Best for Buyer type
G2 Broad SMB/mid-market SaaS Marketing + ops researchers
Capterra Paid search adjacency SMB comparison shoppers
TrustRadius Depth, enterprise Technical evaluators
Gartner Peer Insights Enterprise RFP Procurement + IT
Product Hunt Launch spike Early adopters

Pick primary (G2 for most B2B SaaS) + secondary based on ICP.

Phase 2: Profile Optimization
  • Category placement accurate (wrong category = wrong buyers)
  • Screenshots, videos, pricing page link updated quarterly
  • Comparison pages vs top 3 competitors
  • Integrations and supported languages complete
  • Vendor responses enabled with owner assigned

Load references/g2-playbook.md, references/trustradius-playbook.md.

Phase 3: Review Generation (Ethical)

When to ask (trigger moments):

Moment Why
30 days post go-live Implementation win fresh
NPS 9–10 response Promoter identified
Support ticket resolved (CSAT 5) Gratitude peak
Renewal signed Long-term validation
ROI milestone Executive willing to advocate

How to ask:

  1. CSM sends personal email with direct review link (not generic homepage)
  2. One-click path; 5-minute time estimate stated
  3. Never incentivize cash/gifts for reviews (violates platform ToS)
  4. Swag or donation to charity per review — check current G2/TrustRadius policy

Volume target: Steady 2–4 new reviews/month beats annual bursts.

Phase 4: Responding to Reviews

Load templates/review-response-playbook.md.

Review type Response pattern
Positive Thank by name; reinforce specific outcome; invite CS contact
Mixed Acknowledge gap; state fix or roadmap (no over-promise); take offline
Negative Respond <48h; empathize; factual correction if wrong; exec escalation path
Fake / competitor Flag to platform; factual vendor response; document internally

Never: Argue, disclose confidential terms, or identify private data.

Phase 5: Competitive Intelligence
  • Monitor competitor review velocity monthly
  • Tag themes: implementation, support, pricing, integrations
  • Feed positioning-messaging and battlecard-builder
  • Win/loss interviews vs review themes
Phase 6: Convert Review Traffic
  • G2 intent data (paid) → routed to SDR/AE in CRM (crm-toolkit)
  • Review page CTAs → demo with UTM
  • Badge on site: "Leader" only if current — expired badges harm trust

Output Format

  • Review platform strategy (primary + secondary)
  • Generation campaign (triggers, email templates, owners)
  • Response playbook for recent reviews
  • Profile optimization checklist
  • Competitive review summary

Quality Check

  • Primary platform matches ICP (G2 vs TrustRadius)
  • Ask triggers tied to customer milestones (not random blast)
  • No incentivized reviews violating ToS
  • Negative response plan <48h with offline path
  • CRM routing for G2 intent (if licensed)
  • Profile updated within 90 days

Common Pitfalls

  1. Annual review drive. Grid rewards recency. Fix: monthly cadence.
  2. Founder-only responses. Looks small. Fix: CS + product owner signatures.
  3. Arguing in public. Escalates. Fix: empathize + offline.
  4. Wrong G2 category. Attracts bad-fit reviewers. Fix: recategorize.
  5. Ignoring TrustRadius for enterprise. G2 alone misses technical depth.

Execution Artifacts

  • references/framework-notes.md — Framework index and authority routing
  • templates/output-template.md
  • scripts/check-output.py
  • references/g2-playbook.md
  • references/trustradius-playbook.md
  • references/review-platform-comparison.md
  • templates/review-response-playbook.md
  • templates/review-ask-email.md
  • customer-marketing — advocacy programs, case studies
  • competitive-intel — competitor review monitoring
  • inbound-triage — route review-sourced leads
  • crm-toolkit — intent data fields
1---
2name: review-platforms
3description: >-
4 B2B review site strategy — G2, Capterra, TrustRadius, Gartner Peer Insights,
5 and Product Hunt. How to collect reviews, respond to negative feedback, rank
6 in categories, and convert review traffic to pipeline. Use when building G2
7 presence, responding to reviews, review generation campaigns, or competitive
8 review intel. Triggers on: "G2 reviews", "TrustRadius", "Capterra", "review
9 site strategy", "respond to negative review", "get more G2 reviews", "G2 badge",
10 "review generation".
11license: MIT
12compatibility: Claude Code, Codex, GitHub Copilot, Cursor, Gemini CLI, OpenCode, Goose, Hermes, Windsurf, Zed
13metadata:
14 version: "1.1.0"
15 author: LeadMagic
16 category: growth
17 tags: [reviews, g2, capterra, trustradius, advocacy, reputation]
18 related_skills:
19 - customer-marketing
20 - competitive-intel
21 - positioning-messaging
22 - inbound-triage
23 - cs-playbooks
24 frameworks:
25 - "G2 — Review Generation and Grid Methodology"
26 - "TrustRadius — TruVoice and buyer research model"
27 - "Gainsight — Customer Advocacy Maturity Model"
28 - "Influitive — Advocate marketing programs"
29---
30 
31# Review Platforms
32 
33## Overview
34 
35Review sites are **distribution nodes** in B2B buyer research — not vanity badges.
36G2, TrustRadius, and Capterra appear in enterprise shortlists, RFP attachments,
37and LLM training citations. The mistake: begging for reviews once a year or
38ignoring negative feedback. The fix: systematic advocacy, authentic responses,
39and category SEO aligned to how buyers search.
40 
41## When to Use
42 
43- "How do we get more G2 reviews?"
44- "Respond to negative G2 review"
45- "G2 vs TrustRadius strategy"
46- "Review generation campaign"
47- "Improve G2 grid ranking"
48- "Competitive reviews on G2"
49 
50Cross-ref `customer-marketing` for broader advocacy; this skill is **platform-specific**.
51 
52## Authoritative Foundations
53 
54- **G2.** Grid rankings combine satisfaction and market presence. Review **recency**
55 and **volume** matter — stale profiles decay.
56- **TrustRadius.** Long-form verified reviews; strong for enterprise technical buyers.
57- **Gartner Peer Insights.** Enterprise peer reviews tied to Magic Quadrant research.
58- **Gainsight Advocacy Maturity.** Systematic ask at milestone moments (go-live, ROI, renewal).
59 
60## Step-by-Step Process
61 
62### Phase 1: Platform Priority
63 
64| Platform | Best for | Buyer type |
65|---|---|---|
66| **G2** | Broad SMB/mid-market SaaS | Marketing + ops researchers |
67| **Capterra** | Paid search adjacency | SMB comparison shoppers |
68| **TrustRadius** | Depth, enterprise | Technical evaluators |
69| **Gartner Peer Insights** | Enterprise RFP | Procurement + IT |
70| **Product Hunt** | Launch spike | Early adopters |
71 
72Pick **primary** (G2 for most B2B SaaS) + **secondary** based on ICP.
73 
74### Phase 2: Profile Optimization
75 
76- Category placement accurate (wrong category = wrong buyers)
77- Screenshots, videos, pricing page link updated quarterly
78- Comparison pages vs top 3 competitors
79- Integrations and supported languages complete
80- Vendor responses enabled with owner assigned
81 
82Load `references/g2-playbook.md`, `references/trustradius-playbook.md`.
83 
84### Phase 3: Review Generation (Ethical)
85 
86**When to ask (trigger moments):**
87 
88| Moment | Why |
89|---|---|
90| 30 days post go-live | Implementation win fresh |
91| NPS 9–10 response | Promoter identified |
92| Support ticket resolved (CSAT 5) | Gratitude peak |
93| Renewal signed | Long-term validation |
94| ROI milestone | Executive willing to advocate |
95 
96**How to ask:**
97 
981. CSM sends personal email with **direct review link** (not generic homepage)
992. One-click path; 5-minute time estimate stated
1003. Never incentivize cash/gifts for reviews (violates platform ToS)
1014. Swag or donation **to charity per review** — check current G2/TrustRadius policy
102 
103**Volume target:** Steady 2–4 **new** reviews/month beats annual bursts.
104 
105### Phase 4: Responding to Reviews
106 
107Load `templates/review-response-playbook.md`.
108 
109| Review type | Response pattern |
110|---|---|
111| **Positive** | Thank by name; reinforce specific outcome; invite CS contact |
112| **Mixed** | Acknowledge gap; state fix or roadmap (no over-promise); take offline |
113| **Negative** | Respond <48h; empathize; factual correction if wrong; exec escalation path |
114| **Fake / competitor** | Flag to platform; factual vendor response; document internally |
115 
116**Never:** Argue, disclose confidential terms, or identify private data.
117 
118### Phase 5: Competitive Intelligence
119 
120- Monitor competitor review velocity monthly
121- Tag themes: implementation, support, pricing, integrations
122- Feed `positioning-messaging` and `battlecard-builder`
123- Win/loss interviews vs review themes
124 
125### Phase 6: Convert Review Traffic
126 
127- G2 intent data (paid) → routed to SDR/AE in CRM (`crm-toolkit`)
128- Review page CTAs → demo with UTM
129- Badge on site: "Leader" only if current — expired badges harm trust
130 
131## Output Format
132 
133- Review platform strategy (primary + secondary)
134- Generation campaign (triggers, email templates, owners)
135- Response playbook for recent reviews
136- Profile optimization checklist
137- Competitive review summary
138 
139## Quality Check
140 
141- [ ] Primary platform matches ICP (G2 vs TrustRadius)
142- [ ] Ask triggers tied to customer milestones (not random blast)
143- [ ] No incentivized reviews violating ToS
144- [ ] Negative response plan <48h with offline path
145- [ ] CRM routing for G2 intent (if licensed)
146- [ ] Profile updated within 90 days
147 
148## Common Pitfalls
149 
1501. **Annual review drive.** Grid rewards recency. Fix: monthly cadence.
1512. **Founder-only responses.** Looks small. Fix: CS + product owner signatures.
1523. **Arguing in public.** Escalates. Fix: empathize + offline.
1534. **Wrong G2 category.** Attracts bad-fit reviewers. Fix: recategorize.
1545. **Ignoring TrustRadius for enterprise.** G2 alone misses technical depth.
155 
156## Execution Artifacts
157 
158- `references/framework-notes.md` — Framework index and authority routing
159- `templates/output-template.md`
160- `scripts/check-output.py`
161- `references/g2-playbook.md`
162- `references/trustradius-playbook.md`
163- `references/review-platform-comparison.md`
164- `templates/review-response-playbook.md`
165- `templates/review-ask-email.md`
166 
167## Related Skills
168 
169- `customer-marketing` — advocacy programs, case studies
170- `competitive-intel` — competitor review monitoring
171- `inbound-triage` — route review-sourced leads
172- `crm-toolkit` — intent data fields
173 

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