Advocate Sourcing Skill

When to Use

• Building reference pools, speaker rosters, or customer advisory councils.
• Auditing advocacy coverage by region, persona, or product.
• Refreshing advocate tiers after product launches or org changes.

Framework

1. Signal Collection – product usage, NPS, expansion, support interactions, community engagement.
2. Scoring Model – weight value delivered, relationship strength, storytelling potential, and risk.
3. Tiering – classify advocates into spotlight, reference-ready, nurture, and do-not-contact.
4. Consent & Compliance – track legal approvals, NDAs, and data sharing requirements.
5. Backlog Management – log asks, upcoming opportunities, and fatigue limits.

Templates

• Advocate roster spreadsheet with scoring columns and program tags.
• Coverage heatmap by persona/region.
• Outreach tracker (advocate → ask → owner → status).

Tips

• Partner with CS to capture qualitative context before outreach.
• Rotate advocates to avoid burnout and capture fresh stories.
• Keep consent status synced with CRM/legal systems.

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