review-platforms

name	review-platforms
description	B2B review site strategy — G2, Capterra, TrustRadius, Gartner Peer Insights, and Product Hunt. How to collect reviews, respond to negative feedback, rank in categories, and convert review traffic to pipeline. Use when building G2 presence, responding to reviews, review generation campaigns, or competitive review intel. Triggers on: "G2 reviews", "TrustRadius", "Capterra", "review site strategy", "respond to negative review", "get more G2 reviews", "G2 badge", "review generation".
license	MIT
compatibility	Claude Code, Jesse, Codex, Hermes, Windsurf, OpenCode, Gemini CLI, Copilot, Zed, VS Code, Goose
metadata	{"version":"1.1.0","author":"LeadMagic","category":"growth","tags":["reviews","g2","capterra","trustradius","advocacy","reputation"],"related_skills":["customer-marketing","competitive-intel","positioning-messaging","inbound-triage","cs-playbooks"],"frameworks":["G2 — Review Generation and Grid Methodology","TrustRadius — TruVoice and buyer research model","Gainsight — Customer Advocacy Maturity Model","Influitive — Advocate marketing programs"]}

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

Related Skills

• customer-marketing — advocacy programs, case studies
• competitive-intel — competitor review monitoring
• inbound-triage — route review-sourced leads
• crm-toolkit — intent data fields