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
- Scoring Model – satisfaction, product breadth, results achieved, relationship strength, legal clearance.
- Engagement Calendar – cadence for check-ins, stories, events, and feedback loops.
- Risk Monitoring – signals for overuse, upcoming renewals, competitive threats.
- Compliance Layer – NDAs, consent tracking, brand guidelines, incentive policies.
- 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-programcommand for turnkey campaign launch.