Status: LIVE

Request a Clutch Reference

Upon successful delivery towards a customer, once they have had a chance to feel our work, the PM should request the client for a clutch review.

In order to kick this process off:

• Get client's approval to provide us a review and explain what will happen:

  • They will have a phone call with someone from clutch, and will be asked some questions, e.g. what they like about us, what can be improved, etc.

  • The call takes 15 minutes. No preparation necessary. And someone from Clutch takes care of writing up the review.

  • We would provide the customer’s contact info to Clutch, and then someone from Clutch would reach out asking for a date and time for the call. It’s just the call that the customer has to do, no more work afterwards.

• Collect contact info of the person who should get contacted by Clutch:

  • email

  • phone number

  • first and last name

  • position

  • city, country

• The PM should provide contact and project infos to the Sales Team. See template below.

  • Add these infos into Confluence as well please: https://9y-media.atlassian.net/wiki/spaces/MS/pages/532480007

Clutch reference template (what the PM should send to the Sales Team)

# Customer Info
- name: John Doe
- phone: +155555555
- email: john@evilcorp.com
- position: Chief Evil Officer
- city, country: San Francisco, US

# Project Info
- approximate costs: 50k USD
- project start date: January 2020
- project end date: June 2020 (or “ongoing”)
- project description: We did the design and software engineering for a secret volcano weapons control system. Our team worked together with Evilcorp’s CEO.