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name description
advocate-sourcing Use to identify, score, and prioritize customer advocates for programs.

Advocate Sourcing Skill

When to Use

  • Building reference pools, speaker rosters, or customer advisory councils.
  • Auditing advocacy coverage by region, persona, or product.
  • Refreshing advocate tiers after product launches or org changes.

Framework

  1. Signal Collection product usage, NPS, expansion, support interactions, community engagement.
  2. Scoring Model weight value delivered, relationship strength, storytelling potential, and risk.
  3. Tiering classify advocates into spotlight, reference-ready, nurture, and do-not-contact.
  4. Consent & Compliance track legal approvals, NDAs, and data sharing requirements.
  5. Backlog Management log asks, upcoming opportunities, and fatigue limits.

Templates

  • Advocate roster spreadsheet with scoring columns and program tags.
  • Coverage heatmap by persona/region.
  • Outreach tracker (advocate → ask → owner → status).

Tips

  • Partner with CS to capture qualitative context before outreach.
  • Rotate advocates to avoid burnout and capture fresh stories.
  • Keep consent status synced with CRM/legal systems.