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

• Scoring Model – satisfaction, product breadth, results achieved, relationship strength, legal clearance.

• Engagement Calendar – cadence for check-ins, stories, events, and feedback loops.

• Risk Monitoring – signals for overuse, upcoming renewals, competitive threats.

• Compliance Layer – NDAs, consent tracking, brand guidelines, incentive policies.

• 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.