B2B Review Site Strategy

Review platforms

by LeadMagic · MIT license · ★ 62 on GitHub

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.

---
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, Codex, GitHub Copilot, Cursor, Gemini CLI, OpenCode, Goose, Hermes, Windsurf, Zed
metadata:
  version: "1.1.0"
  author: LeadMagic
  category: growth
  tags: [reviews, g2, capterra, trustradius, advocacy, reputation]
  related_skills:

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.

What you get

Review platform strategy (primary + secondary)
Generation campaign (triggers, email templates, owners)
Response playbook for recent reviews
Profile optimization checklist
Competitive review summary

Manual install (npx, ZIP)

Claude Codenpx skills add LeadMagic/gtm-skills --skill review-platforms -g -a claude-code

Claude Code (degit)npx degit LeadMagic/gtm-skills/skills/growth/review-platforms#main ~/.claude/skills/review-platforms

Claude.ai / desktopZip the folder and upload it under Settings → Capabilities → Skills.

Codex, Cursor, other agentsPoint them at SKILL.md. The other files are plain text.

Connects with Agent Alley MCP · agentalley.io/mcp

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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-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

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 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

customer-marketing — advocacy programs, case studies
competitive-intel — competitor review monitoring
inbound-triage — route review-sourced leads
crm-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	1. CSM sends personal email with direct review link (not generic homepage)
99	2. One-click path; 5-minute time estimate stated
100	3. Never incentivize cash/gifts for reviews (violates platform ToS)
101	4. 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	1. Annual review drive. Grid rewards recency. Fix: monthly cadence.
151	2. Founder-only responses. Looks small. Fix: CS + product owner signatures.
152	3. Arguing in public. Escalates. Fix: empathize + offline.
153	4. Wrong G2 category. Attracts bad-fit reviewers. Fix: recategorize.
154	5. 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