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Advocacy Roster System Skill

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Scoring and governance framework for managing reference customers and

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SKILL.md

Full skill instructions

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.

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