# Customer Reference Permission Brief

Canonical page: https://waitlist.crany.ai/marketing-templates/customer-reference-permission-brief

By Tangenix. Published 2026-10-24. Category: Founder acquisition.

Prepare a precise editorial approval request for customer names, quotes and outcomes so participation is not mistaken for blanket publication permission.

## Task

Prepare a specific customer-reference approval packet before any public use.

## When to use

Use this when a real customer has expressed interest in a reference or story and you can show exactly what you would publish. Treat participation, factual support and final approval as separate records.

## Choose another approach when

The customer has not agreed to participate, evidence for the claim is missing, or the brief would be used instead of appropriate legal agreements or brand authorization.

## Inputs

- A real willing participant and an appropriate authorized reviewer.
- The exact proposed quote, claim, attribution and public context.
- Supporting factual evidence and any separate agreements that govern use.

## Template

    Reference purpose and intended audience: [specific use]
    Proposed material: [exact text, image, name, role or logo]
    Destination and version: [page / draft / date]
    Evidence supporting each outcome: [reference; retain qualifications]
    Reviewer and authority to approve: [confirm, do not infer]
    Requested scope: [only the listed material and destinations]
    Edit or decline route: [simple response]
    Decision record: approved / revisions / declined / pending
    Final approved version: [record]
    Future new uses: [review separately]
    This editorial packet is not a legal release or evidence of approval by itself.

## Illustrative example

This is not a Crany customer result. Replace example details with verified facts.

    Fictional customer agrees to discuss their pilot, but has not approved being named publicly. The packet proposes one attributed sentence about organizing a sample handoff and shows the exact page context.
    The customer asks to omit the company name and remove a claimed time saving that was never measured. The revised version remains pending until reviewed.
    The founder does not publish the first draft, infer logo permission from an interview, or use the customer’s willingness as proof that every claim is true.

## How to use

1. Confirm voluntary interest before preparing a specific proposed public use.
2. Separate supported facts, attribution choices and authorization questions in the packet.
3. Record the final reviewed version and keep pending or declined material unpublished.

## Checks

- An interview invitation is not treated as publication approval.
- Every proposed outcome has evidence independent of willingness to participate.
- New destinations or changed claims are not assumed covered by earlier editorial approval.

## What to measure

Track which exact references are approved and where they are actually used. Approval status does not measure customer satisfaction, prove a performance claim or replace applicable agreements.

## Research and sources

HubSpot’s practitioner workflow includes seeking customer participation in a real story. This original editorial approval checklist narrows the proposed use; it is not legal advice, a release form or a claim that Crany has customer testimonials.

- [HubSpot: Customer success stories](https://blog.hubspot.com/marketing/customer-success-story) — checked 2026-10-24. Practitioner publishing workflow includes requesting participation and using real customer evidence; not a legal release or proof that a customer approved any particular claim.

Prepared with AI assistance. Sources support the stated principles; they do not endorse Crany or guarantee performance.

## About Crany

Crany is an AI marketing co-founder in development for software founders and vibe coders. It is designed to strategize, execute approved marketing and improve based on results. These free resources are usable independently of app access. The public waitlist is at https://waitlist.crany.ai/.