Advocate Sourcing Skill
When to Use
- Building reference pools, speaker rosters, or customer advisory councils.
- Auditing advocacy coverage by region, persona, or product.
- Refreshing advocate tiers after product launches or org changes.
Framework
- Signal Collection – product usage, NPS, expansion, support interactions, community engagement.
- Scoring Model – weight value delivered, relationship strength, storytelling potential, and risk.
- Tiering – classify advocates into spotlight, reference-ready, nurture, and do-not-contact.
- Consent & Compliance – track legal approvals, NDAs, and data sharing requirements.
- Backlog Management – log asks, upcoming opportunities, and fatigue limits.
Templates
- Advocate roster spreadsheet with scoring columns and program tags.
- Coverage heatmap by persona/region.
- Outreach tracker (advocate → ask → owner → status).
Tips
- Partner with CS to capture qualitative context before outreach.
- Rotate advocates to avoid burnout and capture fresh stories.
- Keep consent status synced with CRM/legal systems.