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advocacy-roster-system Scoring and governance framework for managing reference customers and advocacy cohorts.

Advocacy Roster System Skill

When to Use

  • Building or refreshing reference customer pools and advisory boards.
  • Evaluating which customers are ready for public storytelling or beta participation.
  • Monitoring engagement health and risk signals for active advocates.

Framework

  1. Scoring Model satisfaction, product breadth, results achieved, relationship strength, legal clearance.
  2. Engagement Calendar cadence for check-ins, stories, events, and feedback loops.
  3. Risk Monitoring signals for overuse, upcoming renewals, competitive threats.
  4. Compliance Layer NDAs, consent tracking, brand guidelines, incentive policies.
  5. Reporting dashboards for advocate pipeline, coverage by persona/industry, and influence on revenue.

Templates

  • Roster spreadsheet/Notion DB with scoring, health, assignments.
  • Advocate briefing doc with key facts, proof points, and guardrails.
  • Quarterly council recap + next-step template.

Tips

  • Limit outreach frequency and segment advocates to avoid fatigue.
  • Align with CS/AM owners before committing customers to references.
  • Pair with activate-advocacy-program command for turnkey campaign launch.