Designing Your Customer Advocacy Program

A successful advocacy program requires clear structure, ownership, and operational alignment.

Key Program Design Questions • Who qualifies as an advocate? • What actions do you want customers to take? • Who approves customer participation? • What incentives will be used? • What metrics define success? Core Advocacy Workstreams • References • Reviews • Referrals • Customer stories • Community engagement • Customer advisory boards Program Maturity Early-stage programs often begin with references and reviews. More mature programs expand into scalable storytelling, executive advocacy, and pipeline influence reporting.