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advocacy-roster-system

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Original

English
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Translation

Chinese

Advocacy Roster System Skill

宣传名单系统Skill

When to Use

适用场景

  • 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.
  • 构建或更新参考客户池与顾问委员会。
  • 评估哪些客户已准备好进行公开案例分享或参与测试版项目。
  • 监控活跃宣传者的参与度健康状况与风险信号。

Framework

框架

  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.
  1. 评分模型 – 满意度、产品使用广度、取得的成果、关系强度、法律审批状态。
  2. 参与日程表 – 跟进、案例分享、活动及反馈循环的频次安排。
  3. 风险监控 – 过度使用、即将到来的续约、竞争威胁等信号。
  4. 合规层 – 保密协议（NDA）、同意追踪、品牌指南、激励政策。
  5. 报告 – 宣传者渠道、按用户角色/行业划分的覆盖范围，以及对收入影响的仪表盘。

Templates

模板

  • Roster spreadsheet/Notion DB with scoring, health, assignments.
  • Advocate briefing doc with key facts, proof points, and guardrails.
  • Quarterly council recap + next-step template.
  • 包含评分、健康状况、任务分配的名单电子表格/Notion数据库。
  • 包含关键事实、证明点与约束条件的宣传者简报文档。
  • 季度理事会回顾及下一步计划模板。

Tips

小贴士

  • 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.
  • 限制触达频率并对宣传者进行细分，避免疲劳。
  • 在确定客户作为参考对象前，与客户成功（CS）/客户管理（AM）负责人对齐。
  • 搭配
    activate-advocacy-program
    命令实现一站式活动启动。