Customer Engagement
Identify Advocacy and Referral Candidates
Spot satisfied customers who are most likely to refer, review, or advocate
Problem
Many of your best customers are willing to refer, review, or advocate for the brand, but most teams do not know who is most likely to act. Advocacy programs stay broad, underused, and difficult to scale. Valuable word-of-mouth potential is left untapped because outreach is not targeted well enough.
Solution
AI identifies customers whose behavior, satisfaction, and engagement suggest a high likelihood to advocate. Teams can invite the right people into referral, review, and ambassador programs at the right time. That makes advocacy efforts more efficient and helps turn satisfied customers into active brand supporters.
Capabilities
- Score customers on advocacy propensity from multiple signals
- Trigger personalized advocacy program invitations
- Identify review opportunities at peak satisfaction moments
- Surface referral candidates before enthusiasm fades
- Track advocacy contribution to pipeline and revenue
Benefits
- Build a referral engine that works continuously, not just when the sales team remembers to ask.
- Grow your review presence on key platforms before prospects are actively researching you.
- Identify your most passionate customers and give them meaningful ways to participate in your success.
Timeline
Advocacy scoring model built, data signals integrated, initial cohort of high propensity advocates identified
Advocacy program workflows live, review invitations and referral asks triggered automatically for qualifying customers
Advocacy pipeline contribution measured, reviews generated, referrals tracked, revenue impact quantified
Data Requirements
- NPS and CSAT survey data by customer and account
- Product usage and feature adoption data
- Support interaction sentiment and resolution history
- Social mention and review data (brand listening)
- Customer tenure, expansion revenue, and account health data
- Historical referral program participation and conversion data
Integration Points
- Customer advocacy platform (Influitive, ReferenceEdge, Birdeye)
- CRM (Salesforce, HubSpot)
- NPS and survey tools (Qualtrics, Delighted)
- Social listening (Brandwatch, Sprinklr)
- Review management (G2, Trustpilot, Google Business)
Team Requirements
- Customer marketing manager (advocacy program strategy and execution)
- Data analyst (propensity scoring and signal integration)
- Customer success manager (account-level validation and relationship context)
- Marketing ops (workflow automation and CRM integration)
- Sales enablement (referral tracking and pipeline attribution)