sales-skills/sales-g2

G2 Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What do you need help with?

   • A) Getting more G2 reviews (campaigns, incentives, timing)
   • B) Optimizing my G2 profile for visibility
   • C) G2 Buyer Intent data (setup, ROI, integrations)
   • D) G2 badges, reports, and content licensing
   • E) G2 pricing — is the paid plan worth it?
   • F) G2 API integration
   • G) Comparing G2 vs Capterra vs TrustRadius
   • H) G2 Clicks or Paid Promotions (advertising on G2)
   • I) Something else — describe it

2. What's your current G2 plan? Free, Starter ($299/mo), Professional, Enterprise, or not sure

3. What's your product category on G2? (e.g., CRM, Marketing Automation, Sales Engagement — this affects strategy)

4. How many G2 reviews do you have today? None, 1-10, 10-50, 50+

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Ecommerce product review collection (Shopify, DTC) | Run: /sales-customer-reviews {user's question} | | General intent data interpretation across tools | Run: /sales-intent {user's question} | | Connecting G2 to CRM or marketing tools | Run: /sales-integration {user's question} | | Competitive displacement using G2 data | Run: /sales-compete {user's question} | | Email deliverability for review request campaigns | Run: /sales-deliverability {user's question} |

If the question is G2-specific, continue to Step 3.

Step 3 — G2 platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, review campaigns, buyer intent, API quick ref.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation.

• Free plan users: Claim and fully complete your profile, ask happy customers for reviews manually, use G2's self-service review campaigns, earn "Users Love Us" badge at 20+ reviews with 4.0+ avg
• Starter users: Run systematic review campaigns with $100 gift card credits, set up branded banners and custom CTAs, aim for Grid Report placement in your category
• Professional/Enterprise users: Activate Buyer Intent to identify companies researching your category, connect intent signals to Salesforce/HubSpot for automated follow-up, use Market Intelligence for competitive positioning, leverage G2 Content for sales collateral
• All plans: Respond to every negative review, keep reviews fresh (85% of buyers ignore reviews >3 months old), cross-promote G2 badges on your website and email signatures

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Buyer Intent is expensive — $10K-$87K/yr add-on, delivers company names only (not contacts). You need an enrichment tool (Clay, ZoomInfo, Apollo) to turn intent signals into actionable outreach. 91% of B2B marketers use intent data but only 24% report exceptional ROI.
• Reviews older than 3 months lose credibility — 85% of buyers consider them irrelevant. You need a continuous review engine, not a one-time campaign.
• Free plan gets you 80% of the value — Grid placement, badges, and search visibility don't require a paid plan. Paid plans add intent data, review management, and profile visitor analytics.
• Starter plan price doubles in year 2 — $299/mo year 1 becomes $599/mo year 2. Budget accordingly.
• G2 acquired Capterra, Software Advice, and GetApp in Feb 2026 — the combined platform promises 3x more intent signals. Monitor for vendor portal consolidation and pricing changes.
• G2 intent data only covers G2 activity — though the Capterra acquisition may expand this. Layer with Bombora or 6sense for full-funnel intent until coverage consolidates.
• Review incentives must be equal — G2 allows gift cards for all reviewers, but you cannot selectively incentivize positive reviews or gate review requests to satisfied customers only.
• Review verification is strict — G2 requires screenshots, company info, and usage proof. Expect 10-20% of submitted reviews to be rejected or flagged.
• Category ranking depends on review recency and volume — not just average rating. A product with 50 fresh reviews can outrank one with 200 stale ones.

Related skills

• /sales-customer-reviews — Product review collection strategy across ecommerce platforms (Judge.me, Yotpo, Okendo, etc.). Install: npx skills add sales-skills/sales --skill sales-customer-reviews
• /sales-trustpilot — Trustpilot platform help (TrustBox widgets, TrustScore, Google Seller Ratings). Install: npx skills add sales-skills/sales --skill sales-trustpilot
• /sales-intent — Interpret buying signals and prioritize accounts for outreach. Install: npx skills add sales-skills/sales --skill sales-intent
• /sales-6sense — 6sense platform help (Signalverse intent data, predictive scoring). Install: npx skills add sales-skills/sales --skill sales-6sense
• /sales-enrich — Enrich G2 intent signals with verified contact info. Install: npx skills add sales-skills/sales --skill sales-enrich
• /sales-compete — Run competitive displacement using G2 comparison data. Install: npx skills add sales-skills/sales --skill sales-compete
• /sales-launch-directory — Launch directory strategy (G2 is one of the directories). Install: npx skills add sales-skills/sales --skill sales-launch-directory
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: "I just launched my SaaS and have zero G2 reviews. How do I get my first 20?" → Walk through: claim your profile, complete every field, identify 30-50 happy customers (NPS 9-10 or recent positive support interactions), send personalized review requests with G2's self-service campaign tool, offer $25 gift cards as incentive, time requests after key milestones (successful onboarding, renewal, support resolution). Target 40-50% response rate from warm asks.

Example 2: "We're paying $40K/year for G2 Buyer Intent. How do I actually turn this into pipeline?" → Walk through: intent data gives you company names, not contacts. Set up enrichment layer (Clay/Apollo/ZoomInfo) to find contacts at intent-signaling companies. Route high-intent companies into priority sequences within 24-48 hours. Connect G2 intent to Salesforce/HubSpot via native integration or Zapier. Never reference "I saw you on G2" in outreach — use the signal to time your reach-out, not as a talking point.

Example 3: "Is G2 worth paying for or should I stay on the free plan?" → Evaluate: Free plan gives you Grid placement, badges, review collection, and search visibility. Paid is worth it if: your category is high-traffic on G2, you need buyer intent data AND have an enrichment + outreach stack to act on it, or you want profile visitor analytics. Most early-stage companies should stay free and invest in review volume instead.

Troubleshooting

Not getting enough reviews

• Check if you're only asking at renewal — diversify touchpoints (onboarding, support resolution, feature adoption)
• Use in-product prompts, not just email — catch users while they're actively engaged
• Offer gift card incentives — G2 allows $10-$25 cards for all reviewers
• Personalize review requests — generic "leave us a review" gets <5% response, personalized asks from CSMs get 20-40%
• Time requests to emotional highs — right after a customer says "this is great" or achieves a milestone

Buyer Intent data not converting to pipeline

• You're getting company names, not contacts — add an enrichment layer (Clay, Apollo, ZoomInfo) to find the right person
• Act within 24-48 hours — intent signals decay fast, the buyer may have already moved on
• Don't mention G2 in outreach — "I noticed you were researching..." is creepy. Use the signal for timing and angle, not messaging.
• Layer G2 intent with other signals — G2 alone only covers research happening on G2. Combine with Bombora/6sense for broader coverage.

G2 profile not ranking in your category

• Reviews must be recent — G2 weights recency heavily. A steady stream of 5-10 reviews/month beats a one-time batch of 50
• Complete every profile field — screenshots, videos, pricing, integrations. Incomplete profiles rank lower.
• Monitor your G2 category — are you listed in the right categories? You can request category changes.
• Check competitor review velocity — if they're collecting 20 reviews/month and you're at 2, you'll be outranked regardless of rating