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advocacy-roster-system skill

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This skill helps build reference customer pools and advocacy cohorts with scoring, governance, and risk monitoring for scalable GTM.

npx playbooks add skill gtmagents/gtm-agents --skill advocacy-roster-system

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

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SKILL.md

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---
name: advocacy-roster-system
description: Scoring and governance framework for managing reference customers and
  advocacy cohorts.
---

# 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.

---

Overview

This skill provides a scoring and governance framework for managing reference customers and advocacy cohorts. It combines a repeatable scoring model, engagement cadence, risk monitoring, and compliance controls to keep advocate programs scalable and low-risk. The goal is to turn satisfied customers into reliable public advocates while protecting customer relationships and brand integrity.

How this skill works

The skill scores customers across satisfaction, product breadth, outcomes, relationship strength, and legal clearance to create a ranked roster. It layers an engagement calendar for check-ins, story collection, and events, plus automated risk signals for fatigue, renewals, and competitive exposure. Compliance tracking and ready-to-use templates streamline consent, NDAs, briefings, and reporting dashboards.

When to use it

Building or refreshing a reference customer pool or advisory board
Evaluating customers for public case studies, testimonials, or beta participation
Running quarterly advocacy reviews and council planning
Monitoring engagement health and early risk signals for active advocates
Coordinating references across CS, AM, marketing, and sales workflows

Best practices

Use a multi-dimensional scoring model (satisfaction, outcomes, breadth, relationship, legal) for objective selection
Limit outreach frequency and segment advocates to prevent fatigue
Align reference commitments with CS/AM owners before confirming participation
Track consent and NDAs centrally to avoid compliance lapses
Automate simple risk signals (renewal status, support volume, competitive activity) to reduce manual oversight

Example use cases

Create a ranked roster to prioritize customers for a product launch case study
Run a quarterly advisor council using the engagement calendar and recap template
Detect overused advocates via risk monitoring and rotate participants to protect relationships
Shortlist customers for beta testing based on product breadth and legal clearance
Generate dashboards showing advocate coverage by persona, industry, and revenue influence

FAQ

How does scoring account for consent and legal constraints?

Legal clearance is a dedicated scoring dimension; only customers with recorded consent and required NDAs are eligible for public advocacy activities.

Can this system prevent advocate fatigue?

Yes. The engagement calendar plus segmentation rules limit outreach frequency and distribute requests across the roster to reduce overuse.