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advocate-sourcing skill

/plugins/customer-advocacy-orchestration/skills/advocate-sourcing

This skill identifies, scores, and prioritizes customer advocates to fuel reference programs, optimize outreach, and boost advocacy outcomes.

npx playbooks add skill gtmagents/gtm-agents --skill advocate-sourcing

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

Files (1)
SKILL.md
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---
name: advocate-sourcing
description: Use to identify, score, and prioritize customer advocates for programs.
---

# 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.

---

Overview

This skill identifies, scores, and prioritizes customer advocates for programs like reference pools, speaker rosters, and advisory councils. It codifies signals, scoring, tiering, and consent processes so teams can find the right advocates quickly and manage outreach responsibly. The goal is to increase advocacy impact while minimizing fatigue and compliance risk.

How this skill works

The skill ingests signals such as product usage, NPS, expansion events, support interactions, and community engagement to build an advocate profile. It applies a configurable scoring model that weights value delivered, relationship strength, storytelling potential, and risk. Profiles are assigned tiers (spotlight, reference-ready, nurture, do-not-contact) and linked to consent and compliance records. A backlog tracks asks, owners, status, and fatigue limits to schedule outreach.

When to use it

  • Building or refreshing a customer reference pool or speaker roster
  • Creating a customer advisory council or executive reference program
  • Auditing advocacy coverage by region, persona, or product line
  • After major product launches, expansions, or organizational changes
  • Before targeted outreach to ensure consent and minimize fatigue

Best practices

  • Combine quantitative signals (usage, expansion) with CS qualitative context before outreach
  • Use a transparent, documented scoring model and review weights quarterly
  • Maintain explicit consent status tied to CRM and legal approvals
  • Rotate spotlight advocates and limit repeat asks to prevent burnout
  • Segment by persona and region to ensure balanced coverage

Example use cases

  • Generate a prioritized list of 50 reference-ready customers for an upcoming case study campaign
  • Map advocacy coverage heatmap by persona and region to identify gaps
  • Identify high-storytelling potential customers for a product launch keynote and secure required legal consent
  • Create a nurture queue for promising but not-yet-ready advocates with scheduled touchpoints
  • Track outreach backlog so each ask has an owner, deadline, and fatigue limit

FAQ

How are scores calculated?

Scores combine configurable weights across signals: usage, NPS, expansion, support sentiment, community activity, and qualitative CS input. We recommend periodic weight reviews.

How do you prevent advocate burnout?

Use fatigue limits, rotate spotlight roles, track ask history, and maintain a nurture tier for long-term relationships rather than repeated immediate asks.