AI Customer Reference Program Pitch Drafter

WHAT IT DOES

The AI Customer Reference Program Pitch Drafter creates persuasive, structured pitch drafts for your customer reference program. Provide the company name, reference program name, target prospect, success story highlights, and desired ask—and the agent returns a relationship-oriented, value-focused pitch draft. The output includes a summary of the reference opportunity, key success metrics, and a recommended approach for securing the reference. This helps customer marketing managers, reference program leads, and advocacy managers effectively pitch reference opportunities to customers, build stronger relationships, and drive more impactful references for sales.

HOW TO USE

Open the agent in BotSurf—it runs as a floating panel on any page. After you've set your API key once (the host handles that for you), type or paste your pitch context into the input box. Include the company name, the reference program name, the target prospect, success story highlights, and the desired ask. Press the "Draft" button or use Ctrl+Enter (Cmd+Enter on Mac) to generate the pitch. The agent produces a ready-to-use draft that you can copy, personalize, and share with potential references or your team. You can also highlight text from a customer success story, CRM note, or email and click "Use selection" to pull in details instantly.

WHAT IT SENDS

When you click "Draft," this agent sends only the text you have typed or pasted into the input box—nothing else. It does not transmit your browsing history, page content, cursor position, or any other data from your session. The text is sent to the AI model solely to generate the pitch for your specific reference program engagement. Usage logs record only your monthly run count for billing and subscription tracking; they do not store the content of your inputs or the responses generated. Your reference program and prospect details remain private to your session.

SUBSCRIPTION

The AI Customer Reference Program Pitch Drafter is available for $19.99 per month, which includes a 7-day free trial so you can test it with real reference pitches before subscribing. Each subscription includes 100 runs per month—enough to pitch multiple reference opportunities, support different customer segments, or refine your approach for various success story types and prospect roles. You can cancel anytime with no long-term commitment or hidden fees. Unused runs do not roll over, and additional runs beyond the monthly limit are not available—choose the plan that fits your reference program volume.

THE PANEL

This agent appears as a movable panel in BotSurf. You can drag it anywhere on your screen, snap it to any edge for a clean workspace, or collapse it down to a compact bubble when you need to focus on other content. The panel remembers its position across sessions using BGAI persistence, and you can dismiss it quickly with the Escape key. When collapsed, the panel shows a small emoji badge—click it to expand and use the agent again. It is designed to stay accessible without getting in your way.

PLEASE NOTE

AI-generated reference pitches are a starting point for your reference outreach, not a guarantee of reference participation. While this agent produces persuasive and relationship-oriented pitches based on the details you provide, you should always review and personalize each pitch to fit the specific customer relationship, reference preferences, and program guidelines. Customer advocacy, reference availability, and program logistics may require adaptation that this tool does not provide. This tool provides general marketing content only and does not constitute professional sales, financial, or legal advice. The AI can make mistakes, and you are fully responsible for the pitches you share with your customers.