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skills/advocacy-programs/SKILL.md
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skills/advocacy-programs/SKILL.md
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name: advocacy-programs
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description: Use when designing and scaling reference, story, advisory, or community
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programs.
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---
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# Customer Advocacy Programs Skill
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## When to Use
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- Building a new references or case study engine.
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- Standing up advisory boards, councils, or community spotlights.
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- Refreshing incentives, logistics, or measurement for existing advocacy motions.
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## Framework
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1. **Candidate Pool** – identify accounts by health, persona, usage, sentiment, ARR.
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2. **Value Exchange** – clarify why customers would participate (access, insights, promotion, perks).
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3. **Program Design** – define format (case study, event, video, advisory board) with cadence and deliverables.
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4. **Logistics** – NDAs, approvals, briefing docs, gifting, scheduling, speaker prep.
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5. **Measurement** – track influence on pipeline, product feedback volume, PR reach, community growth.
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## Templates
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- Advocate scoring sheet + roster.
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- Program brief outline (objectives, stakeholders, content needs, incentives).
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- Activation checklist (outreach → prep → execution → follow-up).
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## Tips
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- Keep a single source of truth for advocate status to avoid overuse.
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- Align incentives with procurement/compliance early (gift cards vs swag vs donations).
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- Document quotes/approvals centrally so sales/PR can reuse quickly.
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---
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