👀 Looking for a referral program solution? Check out GrowSurf

How to Get Customer Advocates: The Ultimate Guide for B2B Growth Marketers

Posted by Kevin Yun | Last updated Jan 23, 2024

In the competitive landscape of B2B marketing, customer advocacy has emerged as a powerful strategy for driving sustainable growth. By transforming satisfied customers into passionate brand ambassadors, companies can harness the power of word-of-mouth marketing to attract new clients, boost brand awareness, and ultimately increase revenue. This comprehensive guide will walk you through the essential steps to cultivate and leverage customer advocates, providing actionable insights and proven strategies for B2B growth marketers.

Table of Contents

  1. Understanding Customer Advocacy
  2. The Benefits of Customer Advocacy
  3. Identifying Potential Customer Advocates
  4. Building a Strong Foundation for Advocacy
  5. Developing a Customer Advocacy Program
  6. Motivating and Incentivizing Advocates
  7. Leveraging Technology for Advocacy Management
  8. Measuring the Success of Your Advocacy Efforts
  9. Overcoming Common Challenges in Customer Advocacy
  10. Scaling Your Customer Advocacy Program

Understanding Customer Advocacy

Customer advocacy is the practice of cultivating and nurturing relationships with loyal customers who then become vocal supporters of your brand. These advocates willingly share their positive experiences, recommend your products or services to others, and actively promote your company within their professional networks. Unlike traditional marketing efforts, customer advocacy leverages the authentic voices of satisfied clients to build trust and credibility in a way that resonates deeply with potential customers.

At its core, customer advocacy is about creating such an exceptional experience that clients feel compelled to spread the word about your brand. This goes beyond mere satisfaction; it involves fostering a genuine emotional connection that transforms customers from passive users into active promoters of your business.

The Benefits of Customer Advocacy

Implementing a robust customer advocacy strategy can yield numerous advantages for B2B companies:

  1. Increased Brand Awareness: Advocates amplify your brand message, extending your reach to new audiences through their networks.

  2. Enhanced Credibility: Potential clients are more likely to trust recommendations from peers than traditional advertising.

  3. Lower Customer Acquisition Costs: Word-of-mouth referrals often lead to higher-quality leads at a fraction of the cost of traditional marketing efforts.

  4. Improved Customer Retention: Engaged advocates are more likely to remain loyal and continue using your products or services.

  5. Valuable Feedback and Insights: Advocates can provide honest feedback to help improve your offerings and identify new opportunities.

  6. Higher Customer Lifetime Value: Advocates tend to make repeat purchases and are more open to upsells and cross-sells.

  7. Competitive Advantage: A strong base of advocates can set you apart in a crowded marketplace.

By harnessing these benefits, B2B companies can create a virtuous cycle of growth, where satisfied customers become a powerful marketing force that attracts new clients and reinforces brand loyalty.

Identifying Potential Customer Advocates

Not all satisfied customers will become advocates. To build an effective advocacy program, it's crucial to identify those clients who are most likely to actively promote your brand. Here are some key indicators to look for:

  • High Net Promoter Scores (NPS): Customers who give you a score of 9 or 10 on the NPS scale are prime candidates for advocacy.
  • Frequent Engagement: Clients who regularly interact with your content, support team, or account managers often have a strong connection to your brand.
  • Product Usage: Look for customers who use your product extensively or have integrated it deeply into their workflows.
  • Positive Feedback: Those who have provided unsolicited positive feedback or testimonials are likely to be enthusiastic advocates.
  • Social Media Activity: Customers who already mention your brand positively on social platforms show a natural inclination towards advocacy.

To systematically identify potential advocates, consider implementing the following strategies:

  1. Conduct Regular Surveys: Use customer satisfaction surveys and NPS questionnaires to gauge sentiment and identify promoters.

  2. Analyze Customer Data: Leverage your CRM and product usage data to identify power users and highly engaged customers.

  3. Monitor Social Media: Set up social listening tools to track mentions of your brand and identify customers who are already advocating for you.

  4. Engage with Customer-Facing Teams: Your sales, support, and account management teams often have valuable insights into which customers are most enthusiastic about your brand.

  5. Create Opportunities for Feedback: Implement mechanisms that make it easy for customers to share their experiences, such as feedback forms or customer advisory boards.

By focusing on these indicators and strategies, you can build a pool of potential advocates who are primed to become powerful voices for your brand.

Building a Strong Foundation for Advocacy

Before launching a formal advocacy program, it's essential to ensure that your company has laid the groundwork for customer success. Here are key areas to focus on:

1. Deliver Exceptional Product Value

The foundation of any successful advocacy program is a product or service that truly delivers value to your customers. Continuously innovate and improve your offerings based on customer feedback and market needs.

2. Provide Outstanding Customer Service

Responsive, empathetic, and effective customer support can turn a good experience into an exceptional one. Invest in training your support team and implementing efficient ticketing systems to resolve issues quickly.

3. Create a Seamless Onboarding Experience

First impressions matter. Develop a comprehensive onboarding process that helps new customers quickly realize value from your product. Consider implementing:

  • Interactive product tours
  • Personalized onboarding checklists
  • Video tutorials and documentation
  • Dedicated onboarding specialists

4. Foster Ongoing Customer Success

Go beyond initial onboarding to ensure long-term customer success:

  • Regularly check in with customers to assess their progress and needs
  • Provide ongoing training and education resources
  • Celebrate customer milestones and achievements
  • Offer proactive support and strategic guidance

5. Build Strong Relationships

Encourage your team to build genuine relationships with customers:

  • Assign dedicated account managers for key clients
  • Host virtual or in-person events to connect with customers
  • Create opportunities for customers to interact with company leadership
  • Show appreciation through personalized gestures (e.g., handwritten notes, small gifts)

By excelling in these areas, you create an environment where customer advocacy can flourish naturally. Satisfied customers who feel valued and supported are much more likely to become enthusiastic advocates for your brand.

Developing a Customer Advocacy Program

Once you've built a strong foundation and identified potential advocates, it's time to develop a structured advocacy program. Here's a step-by-step approach:

1. Define Your Objectives

Clearly articulate what you hope to achieve through your advocacy program. Common objectives include:

  • Increasing referrals and lead generation
  • Boosting brand awareness and credibility
  • Gathering more customer testimonials and case studies
  • Enhancing product feedback and development

2. Create an Advocacy Framework

Develop a framework that outlines how customers can participate in your advocacy program. This might include:

  • Referral programs
  • Case study and testimonial opportunities
  • Speaking engagements at industry events
  • Participation in product advisory boards
  • Co-marketing initiatives

3. Design the Program Structure

Determine how your advocacy program will operate:

  • Will it be an exclusive, invite-only program or open to all customers?
  • How will advocates be tiered or categorized based on their level of engagement?
  • What tools and platforms will you use to manage the program?

4. Create Engaging Content and Resources

Develop materials that make it easy for advocates to promote your brand:

  • Shareable social media content
  • Customizable email templates for referrals
  • Branded presentation slides or one-pagers
  • Video testimonial guidelines

5. Establish Clear Guidelines and Expectations

Provide advocates with clear guidance on how they can participate:

  • Code of conduct for representing your brand
  • Best practices for sharing on social media
  • Guidelines for providing referrals or testimonials

6. Plan for Ongoing Communication

Develop a communication strategy to keep advocates engaged:

  • Regular newsletters with program updates and opportunities
  • Exclusive webinars or virtual events for advocates
  • Personalized outreach from account managers or program coordinators

7. Integrate with Existing Systems

Ensure your advocacy program integrates smoothly with your existing tools and processes:

  • CRM integration for tracking advocate activities
  • Marketing automation for targeted communications
  • Customer support systems for identifying potential advocates

By carefully designing and implementing your advocacy program, you create a structured framework that makes it easy for customers to become active promoters of your brand.

Motivating and Incentivizing Advocates

While many customers may be willing to advocate for your brand out of genuine enthusiasm, providing additional motivation can help sustain and amplify their efforts. Here are effective ways to incentivize customer advocates:

1. Recognition and Status

  • Feature advocates on your website or in marketing materials
  • Create an exclusive "Advocate of the Month" spotlight
  • Offer VIP status or early access to new features

2. Professional Development

  • Provide opportunities to speak at industry events
  • Offer free tickets to conferences or workshops
  • Create a professional certification program

3. Networking Opportunities

  • Host exclusive networking events for advocates
  • Facilitate connections between advocates in similar industries
  • Create a private online community for advocates to interact

4. Financial Incentives

  • Implement a tiered referral program with cash rewards
  • Offer discounts on products or services
  • Provide credits towards future purchases

5. Exclusive Access

  • Give advocates early access to beta features
  • Invite them to provide input on product roadmaps
  • Offer one-on-one sessions with company executives

6. Charitable Donations

  • Make donations to charities of advocates' choice
  • Organize volunteer opportunities for advocates

7. Gamification Elements

  • Create a points system for advocacy activities
  • Develop achievement badges or levels
  • Implement leaderboards to foster friendly competition

When designing your incentive structure, consider the following best practices:

  • Align incentives with advocate motivations: Understand what drives your advocates and tailor rewards accordingly.
  • Vary rewards: Offer a mix of tangible and intangible incentives to appeal to different preferences.
  • Keep it fresh: Regularly update and rotate rewards to maintain interest and excitement.
  • Be transparent: Clearly communicate how advocates can earn rewards and what they can expect.
  • Personalize: Where possible, tailor incentives to individual advocates' interests and preferences.

Remember, while incentives can be powerful motivators, they should complement, not replace, the intrinsic value advocates derive from supporting a brand they genuinely believe in.

Leveraging Technology for Advocacy Management

Managing a successful customer advocacy program at scale requires the right technological infrastructure. Here are key tools and platforms to consider:

1. Customer Advocacy Platforms

Dedicated advocacy platforms like LoyaltySurf offer comprehensive solutions for managing all aspects of your program, including:

  • Advocate recruitment and onboarding
  • Activity tracking and reward management
  • Content distribution and social sharing
  • Reporting and analytics

2. Customer Relationship Management (CRM) Systems

Integrate your advocacy efforts with your CRM to:

  • Track advocate interactions and activities
  • Identify potential advocates based on engagement data
  • Personalize communications and rewards

3. Marketing Automation Tools

Leverage marketing automation to:

  • Send targeted communications to advocates
  • Trigger advocacy requests based on customer behavior
  • Automate reward distribution

4. Social Media Management Platforms

Use social media tools to:

  • Monitor brand mentions and advocate activities
  • Schedule and distribute shareable content
  • Analyze the impact of social advocacy efforts

5. Gamification Software

Implement gamification elements to increase engagement:

  • Create point systems and leaderboards
  • Design achievement badges and levels
  • Track and reward advocate activities

6. Survey and Feedback Tools

Gather insights and measure advocacy with:

  • Net Promoter Score (NPS) surveys
  • Customer satisfaction questionnaires
  • Advocate feedback forms

7. Content Management Systems

Centralize and distribute advocacy-related content:

  • Store and organize shareable assets
  • Provide easy access to case studies and testimonials
  • Manage content permissions and distribution

8. Analytics and Reporting Tools

Measure the impact of your advocacy program with:

  • Custom dashboards for tracking key metrics
  • ROI calculators for advocacy activities
  • Visualization tools for presenting advocacy data

When selecting and implementing these tools, consider the following:

  • Integration capabilities: Ensure the tools can work seamlessly with your existing tech stack.
  • Scalability: Choose solutions that can grow with your advocacy program.
  • User-friendliness: Select platforms that are intuitive for both your team and advocates to use.
  • Customization: Look for tools that can be tailored to your specific advocacy program needs.
  • Data security: Prioritize platforms with robust security measures to protect advocate information.

By leveraging the right technology, you can streamline the management of your advocacy program, provide a better experience for advocates, and more effectively measure and optimize your efforts.

Measuring the Success of Your Advocacy Efforts

To ensure the ongoing success and improvement of your customer advocacy program, it's crucial to establish clear metrics and regularly assess performance. Here are key areas to focus on when measuring the impact of your advocacy efforts:

1. Referral Metrics

  • Number of referrals generated
  • Conversion rate of referral leads
  • Revenue attributed to referrals
  • Customer acquisition cost (CAC) for referral vs. other channels

2. Brand Awareness and Reach

  • Increase in social media followers and engagement
  • Growth in website traffic from advocate-shared content
  • Mentions and coverage in industry publications or events

3. Content Engagement

  • Views and shares of advocate-created content
  • Engagement rates on testimonials and case studies
  • Performance of advocate-sourced user-generated content

4. Customer Satisfaction and Loyalty

  • Net Promoter Score (NPS) trends
  • Customer satisfaction (CSAT) scores
  • Customer retention rates for advocates vs. non-advocates
  • Upsell and cross-sell success rates among advocates

5. Program Participation

  • Number of active advocates
  • Advocate engagement rates (e.g., frequency of activities)
  • Advocate satisfaction with the program
  • Advocate retention rates

6. Financial Impact

  • Overall ROI of the advocacy program
  • Lifetime value (LTV) of advocates vs. non-advocates
  • Cost savings from reduced marketing or support needs

7. Product Feedback and Innovation

  • Number of product suggestions from advocates
  • Adoption rates of advocate-influenced features
  • Impact of advocate feedback on product roadmap

To effectively track and analyze these metrics:

  1. Set Baselines: Establish initial benchmarks for each metric before launching or expanding your advocacy program.

  2. Use Attribution Models: Implement proper attribution to accurately credit advocates for their impact on leads and sales.

  3. Leverage Analytics Tools: Utilize the reporting capabilities of your advocacy platform and other analytics tools to gather and visualize data.

  4. Conduct Regular Reviews: Schedule monthly or quarterly reviews to assess program performance and identify trends.

  5. Gather Qualitative Feedback: Complement quantitative data with qualitative insights from advocates and internal stakeholders.

  6. Compare Against Business Objectives: Align advocacy metrics with overall business goals to demonstrate the program's strategic value.

  7. Adjust and Optimize: Use insights from your measurements to continually refine and improve your advocacy initiatives.

Remember, the specific metrics you prioritize should align with your program objectives and overall business goals. Regularly reviewing and adjusting your measurement approach ensures that your advocacy efforts remain focused and effective.

Overcoming Common Challenges in Customer Advocacy

While customer advocacy programs can be incredibly powerful, they also come with their share of challenges. Here are some common obstacles you may encounter and strategies to overcome them:

1. Maintaining Advocate Engagement

Challenge: Keeping advocates actively involved over time.


  • Regularly introduce new and exciting advocacy opportunities
  • Personalize communications and rewards based on individual interests
  • Create a community where advocates can connect with each other
  • Continuously gather feedback to improve the program experience

2. Scaling the Program

Challenge: Managing a growing number of advocates efficiently.


  • Invest in robust advocacy management software
  • Develop clear processes and workflows for advocate activities
  • Create tiered advocacy levels to focus resources on high-impact advocates
  • Automate routine tasks like reward distribution and activity tracking

3. Measuring and Demonstrating ROI

Challenge: Quantifying the impact of advocacy efforts on business outcomes.


  • Implement proper attribution models for referrals and influenced sales
  • Track long-term metrics like Customer Lifetime Value for advocates
  • Use customer surveys to measure the impact of advocacy on brand perception
  • Develop case studies that showcase specific advocacy success stories

4. Ensuring Authentic Advocacy

Challenge: Maintaining the authenticity of advocate testimonials and referrals.


  • Provide clear guidelines on ethical advocacy practices
  • Encourage advocates to share their genuine experiences, both positive and constructive
  • Avoid over-incentivizing specific actions that could lead to inauthentic behavior
  • Regularly audit advocate activities to ensure compliance with guidelines

Challenge: Navigating legal and regulatory requirements, especially in highly regulated industries.


  • Consult with legal experts to develop compliant advocacy guidelines
  • Provide clear disclosures for advocates when sharing content or making referrals
  • Implement approval processes for advocate-generated content in sensitive industries
  • Stay informed about changes in regulations that may affect your advocacy program

6. Balancing Advocate Requests with Company Resources

Challenge: Managing advocate expectations and requests without overwhelming internal teams.


  • Set clear expectations about the level of support advocates can expect
  • Create a structured process for handling advocate requests and feedback
  • Develop a knowledge base or FAQ to address common advocate questions
  • Allocate dedicated resources to manage advocate relationships

7. Integrating Advocacy Across the Organization

Challenge: Ensuring advocacy efforts are coordinated across different departments.


  • Establish a cross-functional advocacy team with representatives from marketing, sales, product, and customer success
  • Develop clear communication channels between teams for sharing advocacy insights
  • Integrate advocacy metrics into company-wide reporting and KPIs
  • Educate all employees on the importance of advocacy and how they can support the program

8. Dealing with Negative Feedback

Challenge: Managing situations where advocates express dissatisfaction or criticism.


  • View negative feedback as an opportunity for improvement
  • Develop a process for quickly addressing and resolving advocate concerns
  • Be transparent about how you're using feedback to make changes
  • Consider creating an "alumni" program for advocates who may need a break

By proactively addressing these challenges, you can create a more resilient and effective customer advocacy program. Remember that overcoming obstacles often leads to valuable insights and improvements that can strengthen your advocacy efforts in the long run.

Scaling Your Customer Advocacy Program

As your advocacy program grows and proves its value, you'll want to scale your efforts to maximize impact. Here are strategies for effectively scaling your customer advocacy program:

1. Automate and Streamline Processes

  • Implement workflow automation for routine tasks like advocate onboarding and reward distribution
  • Use AI-powered tools to identify potential advocates and personalize communications
  • Develop templates and playbooks for common advocacy activities

2. Segment and Personalize

  • Create distinct advocacy tracks for different customer segments or industries
  • Tailor advocacy opportunities and rewards to individual advocate preferences
  • Develop targeted campaigns for specific advocate personas

3. Expand Advocacy Opportunities

  • Diversify the types of advocacy activities offered (e.g., product feedback, content creation, speaking engagements)
  • Create multi-tiered programs that allow advocates to increase their involvement over time
  • Explore new channels for advocacy, such as emerging social platforms or industry-specific forums

4. Leverage User-Generated Content

  • Develop systems for efficiently collecting, curating, and distributing advocate-created content
  • Implement a content calendar that incorporates advocate contributions
  • Create guidelines and tools that make it easy for advocates to produce high-quality content

5. Foster a Company-Wide Advocacy Culture

  • Train all customer-facing teams on identifying and nurturing potential advocates
  • Incorporate advocacy goals into relevant job descriptions and performance metrics
  • Celebrate advocacy wins and share success stories across the organization

6. Invest in Technology and Infrastructure

  • Upgrade to more robust advocacy management platforms as your program grows
  • Ensure your tech stack can handle increased data volume and complexity
  • Implement advanced analytics tools to gain deeper insights into advocate behavior and impact

7. Develop a Global Strategy

  • Adapt your advocacy program for different regions and cultures
  • Create localized content and resources for international advocates
  • Build region-specific advocacy teams to manage local relationships

8. Collaborate with Partners and Influencers

  • Extend your advocacy program to include partners and industry influencers
  • Develop co-marketing initiatives that leverage both customer and partner advocacy
  • Create an ecosystem of advocates that spans your entire business network

9. Continuously Educate and Empower Advocates

  • Develop ongoing training programs to keep advocates up-to-date on your products and industry trends
  • Create advanced certification programs for highly engaged advocates
  • Provide advocates with tools and resources to become thought leaders in their own right

10. Iterate and Optimize

  • Regularly review program metrics and gather feedback to identify areas for improvement
  • A/B test different aspects of your program, from communication strategies to reward structures
  • Stay agile and be willing to pivot your approach based on changing market conditions or advocate needs

As you scale your advocacy program, remember to maintain the personal touch that makes advocates feel valued. Balancing automation and efficiency with authentic relationships is key to sustainable growth in customer advocacy.

By implementing these strategies and continuously refining your approach, you can build a powerful, scalable customer advocacy program that drives significant business value and creates a community of enthusiastic brand promoters.

In conclusion, customer advocacy is a potent strategy for B2B growth marketers looking to harness the power of word-of-mouth marketing. By focusing on delivering exceptional experiences, identifying and nurturing potential advocates, and building a structured program with the right incentives and technologies, you can create a sustainable engine for growth. Remember that successful advocacy is built on authenticity, mutual benefit, and a genuine commitment to customer success. As you embark on or expand your customer advocacy journey, keep these principles at the forefront, and you'll be well-positioned to turn your satisfied customers into your most powerful marketing force.

Build a B2B customer loyalty program

Grow with word-of-mouth marketing by setting up a B2B advocate program or B2B rewards program with LoyaltySurf in a day. Drive more word-of-mouth growth, build social credibility, and deepen your bond with customers.

14-day free trial
No credit card required for trial. Cancel anytime.