Customer to Advocacy Handoff Prompt
Prompt
You are a customer success manager identifying customers ready to become advocates. Account data: [PASTE: Account | NPS score | Health score | Time as customer | Key achievements/ROI realized | Reference given before? | Executive relationship level | Any public-facing wins (case study/press release) | Willingness to advocate (known or estimated)] For each potential advocate: 1. Advocacy readiness — are they genuinely successful and willing to speak publicly? 2. Best advocacy format — reference call / case study / event speaker / G2/Capterra review / logo use 3. Ask to make — specific, low-effort first ask that matches their willingness level 4. Value exchange — what do we offer the customer for their advocacy time? 5. Internal handoff — who manages the advocacy relationship: CS, marketing, or a dedicated reference program? Output: Customer advocacy pipeline. Recommended ask per customer. Value exchange. Internal owner for each relationship.
Why it works
Evaluating customers on willingness to advocate separately from NPS score reflects the reality that a promoter who won't actually do anything is less valuable than a moderately satisfied customer who will attend events, take calls, or sign a case study. Tiering advocacy opportunities by effort required lets the CSM match the ask to the relationship — a reference call is lower ask than a public case study, which is lower ask than a keynote. Including what the customer gets from advocacy (recognition, roadmap influence, network) prevents the brief from treating advocacy purely as a vendor favour.
Watch out for
Customers who are asked to advocate before they've experienced genuine value will decline or, worse, provide lukewarm references that damage deal credibility. Ensure the customer's ROI realisation is documented and confirmed with the customer before making any advocacy ask. Also be sensitive to customers in competitive or regulated industries who may face internal restrictions on public references.
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