home / skills / gtmagents / gtm-agents / advocacy-programs

advocacy-programs skill

safe

/plugins/customer-marketing/skills/advocacy-programs

This skill helps design and scale advocacy programs by guiding candidate selection, incentives, logistics, and measurement for impact.

npx playbooks add skill gtmagents/gtm-agents --skill advocacy-programs

Review the files below or copy the command above to add this skill to your agents.

Files (1)

SKILL.md

1.3 KB

---
name: advocacy-programs
description: Use when designing and scaling reference, story, advisory, or community
  programs.
---

# 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.

---

Overview

This skill helps design, launch, and scale customer advocacy programs including references, case studies, advisory boards, and community spotlights. It packages a practical framework, templates, and checklists to turn engaged customers into measurable advocates. Use it to formalize candidate selection, value exchange, logistics, and measurement for repeatable outcomes.

How this skill works

The skill inspects customer signals—health, product usage, sentiment, and ARR—to build a ranked candidate pool. It guides you through defining the value exchange, selecting program formats, and creating activation workflows with templates for briefs, scoring, and outreach. Logistics and compliance items (NDAs, approvals, gifting) are tracked, and measurement focuses on influence to pipeline, product feedback volume, and reach.

When to use it

Building a new references or case study engine from scratch.
Standing up advisory boards, councils, or community spotlight programs.
Refreshing incentives, logistics, or measurement for existing advocacy motions.
Preventing advocate fatigue and centralizing advocate status across teams.
Aligning advocacy offers with procurement or compliance requirements.

Best practices

Score and roster candidates using common signals (health, usage, persona, ARR).
Define a clear value exchange up front: access, insights, promotion, or perks.
Maintain a single source of truth for advocate status to avoid overuse.
Align incentives with procurement/compliance early and document approval paths.
Centralize quote collection and approvals so sales and PR can reuse content quickly.

Example use cases

Create a case study pipeline by ranking customers and running a templated outreach + production workflow.
Launch an advisory council with defined cadence, deliverables, and gifting/logistics checklists.
Run community spotlights that convert engaged users into public champions with minimal sales touch.
Refresh incentive strategy to move from ad-hoc gifts to compliant, scalable reward options.
Measure program ROI by linking advocate activity to influenced opportunities and product feedback.

FAQ

How do I pick the first advocates?

Start with accounts showing high usage and positive sentiment, then add strategic personas and revenue tiers to balance case study and advisory needs.

What incentives work best?

Align incentives to customer preferences and compliance: early access, PR exposure, donations, or approved swag; validate with procurement before scaling.