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advocacy-programs Use when designing and scaling reference, story, advisory, or community programs.

Customer Advocacy Programs Skill

When to Use

  • Building a new references or case study engine.
  • Standing up advisory boards, councils, or community spotlights.
  • Refreshing incentives, logistics, or measurement for existing advocacy motions.

Framework

  1. Candidate Pool identify accounts by health, persona, usage, sentiment, ARR.
  2. Value Exchange clarify why customers would participate (access, insights, promotion, perks).
  3. Program Design define format (case study, event, video, advisory board) with cadence and deliverables.
  4. Logistics NDAs, approvals, briefing docs, gifting, scheduling, speaker prep.
  5. Measurement track influence on pipeline, product feedback volume, PR reach, community growth.

Templates

  • Advocate scoring sheet + roster.
  • Program brief outline (objectives, stakeholders, content needs, incentives).
  • Activation checklist (outreach → prep → execution → follow-up).

Tips

  • Keep a single source of truth for advocate status to avoid overuse.
  • Align incentives with procurement/compliance early (gift cards vs swag vs donations).
  • Document quotes/approvals centrally so sales/PR can reuse quickly.