LeadMagic 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