Identifies referenceable customers and coordinates advocacy asks.
Activation complexity
Low
Time to activate
7-10 days
Volume share
5-10% of role volume
Impact range
Rising month over month
Inherited pricing
€8.00 – €28.00 per account managed per month
This capability shares the Customer Success Manager's metered unit. A account managed per month is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Advocacy Management finds the customers ready for reference asks, logos, case studies, or reviews — based on health, outcome signals, and prior engagement — and coordinates the ask with the CSM.
Workflow summary
Identifies candidates, scores readiness, coordinates ask, tracks outcome.
Stages
Decision logic
Uses readiness signals and program rules to propose advocacy asks with CSM routing.
Systems and data
{"CS platform",CRM,messaging}
{"health score","outcome signals","prior advocacy","program criteria"}
Exceptions & human handoff
Sensitive-relationship outreach or strategic-account advocacy routes to the CSM for direct ownership.
Strategic-account flag, sensitivity signal, or recent-ask conflict.
Readiness
Advocacy program criteria documented, outreach templates approved.
Owner on client side · Head of Marketing
Impact contribution
5-10% of role impact is the referenceable-customer loop running consistently.
Primary KPI · Advocacy pipeline size · Rising month over month
Prerequisites
Activating Advocacy Management in production requires the following capabilities to be live first. Ordering matters — routing and classification quality propagate.
The chat opens with Customer Success Manager and Advocacy Management pre-selected. You can add other capabilities during the conversation.