Customer Reference Approval SOP

Standard process for reviewing, approving, and tracking customer reference requests, including eligibility checks, legal review, channel approval, and reference rotation.

Steps

• Log the customer reference request
• Verify that the request is complete
• Check customer eligibility
• Review legal and privacy requirements
• Obtain channel owner approval
• Assign or rotate the reference customer
• Escalate exceptions or rejections
• Record the final decision and archive the request