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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Inside this skill
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"
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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:
- CSM sends personal email with direct review link (not generic homepage)
- One-click path; 5-minute time estimate stated
- Never incentivize cash/gifts for reviews (violates platform ToS)
- 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-messagingandbattlecard-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
- Annual review drive. Grid rewards recency. Fix: monthly cadence.
- Founder-only responses. Looks small. Fix: CS + product owner signatures.
- Arguing in public. Escalates. Fix: empathize + offline.
- Wrong G2 category. Attracts bad-fit reviewers. Fix: recategorize.
- Ignoring TrustRadius for enterprise. G2 alone misses technical depth.
Execution Artifacts
references/framework-notes.md— Framework index and authority routingtemplates/output-template.mdscripts/check-output.pyreferences/g2-playbook.mdreferences/trustradius-playbook.mdreferences/review-platform-comparison.mdtemplates/review-response-playbook.mdtemplates/review-ask-email.md
Related Skills
customer-marketing— advocacy programs, case studiescompetitive-intel— competitor review monitoringinbound-triage— route review-sourced leadscrm-toolkit— intent data fields
| 1 | |
| 2 | name review-platforms |
| 3 | description >- |
| 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". |
| 11 | license MIT |
| 12 | compatibility Claude Code, Codex, GitHub Copilot, Cursor, Gemini CLI, OpenCode, Goose, Hermes, Windsurf, Zed |
| 13 | metadata |
| 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 | |
| 35 | Review sites are **distribution nodes** in B2B buyer research — not vanity badges. |
| 36 | G2, TrustRadius, and Capterra appear in enterprise shortlists, RFP attachments, |
| 37 | and LLM training citations. The mistake: begging for reviews once a year or |
| 38 | ignoring negative feedback. The fix: systematic advocacy, authentic responses, |
| 39 | and 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 | |
| 50 | Cross-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 | |
| 72 | Pick **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 | |
| 82 | Load `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 | |
| 98 | CSM sends personal email with **direct review link** (not generic homepage) |
| 99 | One-click path; 5-minute time estimate stated |
| 100 | Never incentivize cash/gifts for reviews (violates platform ToS) |
| 101 | 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 | |
| 107 | Load `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 | |
| 150 | **Annual review drive.** Grid rewards recency. Fix: monthly cadence. |
| 151 | **Founder-only responses.** Looks small. Fix: CS + product owner signatures. |
| 152 | **Arguing in public.** Escalates. Fix: empathize + offline. |
| 153 | **Wrong G2 category.** Attracts bad-fit reviewers. Fix: recategorize. |
| 154 | **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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