Advocate Sourcing

Use to identify, score, and prioritize customer advocates for programs.

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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

  1. Signal Collection – product usage, NPS, expansion, support interactions, community engagement.
  2. Scoring Model – weight value delivered, relationship strength, storytelling potential, and risk.
  3. Tiering – classify advocates into spotlight, reference-ready, nurture, and do-not-contact.
  4. Consent & Compliance – track legal approvals, NDAs, and data sharing requirements.
  5. 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.

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