Customer Advocacy Tracker

The Challenge

Customer advocates are valuable but hard to track. Who's willing to do references? Who's written reviews? Who might speak at events? This knowledge lives in scattered notes.

The AI Desk Solution

AI Desk tracks advocacy activities and matches customers to opportunities based on their engagement history.

The Workflow

Step 1: Activity Tracking

Sources: CRM, G2, LinkedIn, event records
Scope: All customer advocacy activities

Step 2: Advocate Profiling

• Activity history
• Willingness indicators
• Topic expertise

Step 3: Advocacy Dashboard

🎯 Customer Advocacy: April 2026

ADVOCATE POOL: 89 customers
ACTIVE THIS QUARTER: 34

TOP ADVOCATES

Dr. Sarah Chen (MedTech)
├── Advocacy score: 95/100
├── Activities: Reference (5), G2 review,
│   webinar speaker, case study
├── Topics: Healthcare, Security, ROI
├── Last activity: 2 weeks ago
└── Available for: Speaking, references

Mike Torres (TechStart)
├── Advocacy score: 88/100
├── Activities: Reference (3), LinkedIn post,
│   product feedback session
├── Topics: Startups, Speed, Integration
├── Last activity: 1 month ago
└── Available for: References, content

ADVOCACY OPPORTUNITIES

Reference Calls (3 pending)
├── Healthcare prospect → Sarah Chen ✓
├── Enterprise deal → Need match
└── Startup lead → Mike Torres ✓

Case Study Candidates
├── GlobalCo - 40% efficiency gain
├── DataFlow - Great ROI story
└── CloudFirst - Unique use case

Event Speaking (Q2)
├── AI Summit: 2 speakers needed
├── Matched: Sarah Chen (confirmed)
└── Matching: Need enterprise voice

G2 REVIEWS
├── Reviews this quarter: 12
├── Avg rating: 4.8/5
├── Campaigns active: 2
└── Pending requests: 15

NURTURE ACTIONS
├── Thank you: 5 advocates this week
├── Swag send: 3 new case study participants
└── Check-in: 8 advocates quiet >90 days

Value Proposition

• Time Saved: 2 hours per week
• Better Matching: Right advocate for ask
• Healthy Relationships: Systematic nurturing