advocacy-roster-system
Scoring and governance framework for managing reference customers and advocacy cohorts.
What this skill does
# 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. ## Tips - Limit outreach frequency and segment advocates to avoid fatigue. - Align with CS/AM owners before committing customers to references. - Pair with `activate-advocacy-program` command for turnkey campaign launch. ---
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