Elementum

Advocate Identification and Activation System.

Find the customers ready to advocate, and make advocating easy and rewarding, so advocacy comes from genuine advocates and actually happens rather than staying a hope.

Section A: Identify your advocates

Your advocates are your most satisfied, successful, loyal customers, and you can find them in the data you already built. List candidates and mark who is genuinely an advocate.

Customer

Why an advocate (high health, high satisfaction, long tenure, expanded, praised you)

Advocate? (yes / maybe / not yet)

Advocacy work is concentrated, not broad: a handful of delighted customers can produce more new business than a large mass of indifferent ones. Asking an indifferent or struggling customer does damage, so work from this list.

Section B: Make advocacy easy and rewarding

Even delighted customers rarely advocate unprompted, for three reasons: it never occurred to them, they were not sure how, or there was nothing in it for them. Address all three.

The specific ways to help (the testimonial you would value, the introduction that would matter, the review that would help)

How you make each one effortless (remove the friction so giving is easy)

How you recognize and thank advocates (so advocacy feels like a valued two-way relationship)

Advocates who feel appreciated advocate again, and the relationship deepens each time.

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Uses health and satisfaction reads from the Customer Health Score and Customer Satisfaction Measurement; feeds the Advocacy Capture Kit and the Advocacy Tracker. Back to the guide, or start over.