Customer advocacy template

What is a customer advocacy template?

A customer advocacy template is a structured guide that helps businesses build and manage customer advocacy programs, empowering loyal customers to become brand champions.

This template outlines a five-step process to identify potential advocates, gather valuable feedback, and share social proof, making it easier to establish lasting customer relationships, increase brand credibility, and drive new customer acquisition.

What’s inside the template?

The customer advocacy template includes five core steps to help you engage and activate customer advocates effectively:

1. Engage with customers – Strategies to deepen customer relationships during onboarding through welcome messages, virtual events, and invitations to participate in webinars.
2. Identify potential advocates – Tips for selecting customers most likely to advocate for your brand, such as those willing to share reviews, testimonials, or participate in case studies.
3. Reach out for feedback – Steps for engaging decision-makers and gathering specific, actionable feedback on your product’s value.
4. Automate tasks for teams – Guidelines for collaborating with sales and marketing teams to streamline advocacy tasks, including sending thank-you emails and creating case studies.
5. Share social proof – Instructions for publishing social proof, such as testimonials and case studies, on your website and social media channels.

How to use the template

1. Engage early and often – Start engaging customers from onboarding through personalized communications and by involving them in events and webinars.
2. Identify potential advocates – Select customers who express satisfaction with your product and are open to sharing their experiences as testimonials.
3. Reach out for feedback – Gather specific feedback from decision-makers to ensure their testimonials reflect real business value.
4. Coordinate with teams – Automate follow-ups and collaborate with sales and marketing to develop case studies, videos, and thank-you messages.
5. Share and amplify – Publish testimonials on your website and share them on social media to boost brand credibility and attract new customers.

Download your customer advocacy template

Customer advocacy template

Customer advocacy template Customer advocates can facilitate success when working alongside sales and support teams. They play a key role in: Maintaining customer relationships Enhancing brand awareness Providing insights and assistance to other customers Improving product launches This five-s…

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