Research & Data
You already know what you need done inside G2. The problem is that monitoring review requests, responding to buyer intent signals, and keeping your profile competitive takes consistent attention your team doesn't have. Nacho's fractional specialists work directly inside your G2 account, handling everything from profile optimization and review campaign management to buyer intent list exports and competitive category tracking. This is not advisory work. We do the actual work, inside your account, on your schedule.
What we do
Concrete work our fractional specialists take on inside your G2 account. No vague promises.
We audit your existing G2 profile against top-ranked competitors in your category and close the gaps: updating product descriptions, adding feature tags, uploading screenshots and videos, and ensuring all pricing and integration data is accurate. A complete, well-structured profile directly affects your G2 category ranking and the quality of leads who find you through G2's buyer search.
We build and execute review request sequences targeting your current customer base, using G2's built-in review collection tools alongside email outreach coordinated through your CRM. We track response rates, follow up with non-responders, and report on new review volume by segment so you can see exactly where reviews are coming from and where they are not.
We check your G2 profile on a defined cadence, flag new reviews for your awareness, and draft vendor responses for your approval before publishing. For negative reviews, we document the feedback and route it to the appropriate internal contact, whether that is customer success, product, or support, so nothing falls through the cracks.
We pull Buyer Intent data from your G2 account on a recurring schedule, segment accounts by intent signal type (category, competitor, or product page views), and export structured lists into your CRM or sales engagement platform. This turns raw intent signals into prioritized prospect lists your sales team can act on without manually digging through the G2 dashboard.
We set up and maintain a competitor tracking framework using G2 category grids and comparison pages, logging shifts in competitor ratings, review velocity, and feature positioning on a monthly basis. Findings are delivered in a structured report so your product and marketing teams have a current, factual picture of where you stand relative to alternatives buyers are evaluating.
If your G2 account has been underused or set up inconsistently, we conduct a full audit covering profile completeness, category placement accuracy, review tag coverage, and Buyer Intent configuration. We document what is missing or misconfigured, prioritize fixes by impact, and work through the remediation list with clear before-and-after records for your team.
The handoff
During onboarding, your dedicated Client Success Manager reviews your current G2 account setup, identifies gaps in profile completeness, review volume, and Buyer Intent configuration, and builds a prioritized roadmap with you before any work begins. Your specialist then works directly inside your G2 account using access you grant, documenting every action taken so you always have a clear record of what was done and why. For recurring workflows like review monitoring and intent exports, we establish a defined cadence and check-in format so you are never wondering what is happening. You approve the approach for each new workflow before we execute, and nothing gets published or exported without your sign-off where that matters, such as vendor responses or CRM pushes.
Use cases
A few of the most common workflows our team has deployed with G2.
When a new review goes live on your G2 profile, we draft a vendor response within 48 hours and send it to your designated approver via email or Slack before publishing. This keeps your response rate high and your tone consistent without requiring your team to monitor G2 daily.
Each week we pull your G2 Buyer Intent report, filter accounts by signal strength and intent category, and upload a prioritized list into your CRM with relevant intent notes attached to each account record. Sales reps receive a clean, actionable list rather than raw platform data.
We take a filtered export of recently closed or long-tenure customers from your CRM, load them into G2's review collection workflow, and manage the outreach sequence through to completion. You get a report of who was contacted, who responded, and what reviews were generated.
At the end of each month we capture G2 category grid positions, star ratings, and review counts for your top five competitors and compile the data into a consistent comparison table. Your team gets a running record of competitive movement without anyone spending time manually pulling screenshots.
When a Buyer Intent signal appears for an account that already exists as an open opportunity in your CRM, we flag the match and post a notification to the assigned rep's Slack channel with the intent signal type and a link to the account record. This closes the loop between G2 data and active pipeline without requiring sales ops to build a custom integration.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we will review your current G2 profile, review volume, and Buyer Intent setup, then deliver a prioritized list of what to fix and what to build first. No commitment required to get the roadmap.