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

• Signal Collection – product usage, NPS, expansion, support interactions, community engagement.

• Scoring Model – weight value delivered, relationship strength, storytelling potential, and risk.

• Tiering – classify advocates into spotlight, reference-ready, nurture, and do-not-contact.

• Consent & Compliance – track legal approvals, NDAs, and data sharing requirements.

• 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.