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Customer Advocacy Programs Skill

advocacy-programs

Use when designing and scaling reference, story, advisory, or community

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SKILL.md

Full skill instructions

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.

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