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

1. Scoring Model – satisfaction, product breadth, results achieved, relationship strength, legal clearance.
2. Engagement Calendar – cadence for check-ins, stories, events, and feedback loops.
3. Risk Monitoring – signals for overuse, upcoming renewals, competitive threats.
4. Compliance Layer – NDAs, consent tracking, brand guidelines, incentive policies.
5. 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.