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Introduction

Transforming satisfied customers into proactive advocates is essential for driving growth and expansion. The first people who can help in driving advocacy are your Customer Success team. Working closely with your customers day in and day out, the Customer Success team is ideally positioned to identify potential advocates. Our "Identify potential advocates" stream focuses on systematically recognizing and nurturing these advocates using advanced tools and strategic engagement techniques. By effectively identifying and leveraging your advocates, you can enhance customer loyalty, boost advocacy, and create a powerful network of promoters for your brand.

Key steps to identify potential advocates

Step 1: Boost advocacy through executive engagement 

Effective engagement with executive stakeholders not only helps in understanding their goals but also ensures revenue outperformance and a competitive edge. This is the foundation for transforming executives into powerful advocates for your organization.

  • Identify key stakeholders: Map out key influencers across your accounts who play a pivotal role in decision-making.

  • Establish engagement cadences: Develop structured engagement plans outlining how often and in what manner to interact with each persona.

  • Track stakeholder alignment: Use dashboards to monitor the alignment and engagement levels.

  • Document and analyze interactions: Use the Timeline to document every interaction with stakeholders. Regularly review interactions to identify patterns, risks, and opportunities.

Step 2: Identify and track advocates with timeline and sentiment analysis 

Combining insights from Timeline and sentiment analysis ensures a comprehensive approach to advocacy identification.

  • Create comprehensive profiles: Merge data from Timeline and sentiment analysis to create detailed profiles of your potential advocates.

  • Identify patterns: Look for patterns and correlations between engagement activities and positive sentiments to pinpoint strong advocate candidates.

  • Develop engagement plans: Based on these insights, develop tailored engagement plans for each advocate to maximize their potential impact.

What’s next

By following this series, you'll gain a comprehensive understanding of how to identify and nurture potential advocates, ensuring your customer success efforts drive growth and create a loyal customer base. Each article builds on the previous one, creating a cohesive learning path that equips you with the tools and strategies needed to maximize your advocacy efforts. Stay tuned as we explore how to drive powerful advocacy programs in our next series under the stream "Drive advocacy programs & activities"

Further reading and inspiration

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