We'll dive into three key steps to optimize your Advocacy program by leveraging Vault. All of the following assets are found in the Drive Expansion & Advocacy > Finding Customer Advocates folder.
1. Download key surveys to optimize your Advocacy Program
- Determine which customers are willing to participate in your Advocacy Program by downloading the [i]Customer Advocacy Survey from Vault.
- Collect feedback on the efficacy of your Advocacy program by downloading the [i]Advocacy Feedback Survey[i].
2. Download CoPilot templates to reach potential advocates
- Reach strong advocates with the [i]NPS Promoter Response CoPilot Template and with the [i]Habits Improvement (Yellow to Green) CoPilot Template.
- Get actionable steps to securing advocates by downloading the [i]Sentiment Opportunity: High NPS Rating and [i]Promoters and Habits Opportunity: High Adoption Playbooks.
- Forward advocates to marketing and reward customers with the [i]Advocacy Follow-Up Playbook.
For more Vault best practices, check out the recording of our Gainsight on Gainsight: How to Take Advantage of Vault webinar.