Customer Advocacy Toolkit

Downloadable Resources, Instant Access

Not sure if this is for you?
Complete this form to get access to the toolkit content
*Required fields
Note: If your timing isn't quite right yet, we'll keep you updated through our newsletter. You can always choose to opt out when you feel the information is no longer relevant to your situation. 

Direct Customer Advocacy: implement security measures across your organizations IT infrastructure, and ensuring your data and network is effectively protected.

More Uses of the Customer Advocacy Toolkit:

  • Ensure you influence others to follow with empathy, data, and Customer Advocacy.

  • Discover and understand early churn signals and drive process throughout your organization to reduce churn and increase Customer Advocacy.

  • Drive Customer Success outcomes by influencing customer Lifetime Value through retention, high product adoption, Customer Satisfaction, and overall net promoter scores, enabling expansion, and new Business Growth through Customer Advocacy.

  • Provide internal Customer Advocacy, business and process analysis, scope development, project and program work plan development, Software Development plans, Risk Analysis and Risk Mitigation plans, resource plans and risk and Issue Management.

  • Ensure you forecast; lead business unit, as lead Business Alignment, Customer Advocacy, Demand Management, and Project Management.

  • Ensure you have proven success in driving substantial results, ideally in B2C branding, customer acquisition, site conversion and developing Customer Advocacy programs.

  • Establish Customer Advocacy: development and modification of all quality evaluation and Control Systems in areas of product responsibility, and in compliance with organization policies, Customer Requirements and government regulations.

  • Confirm you understand and communicate customer expectations throughout the Operations Department, and ensure all products meet customer standards and requirements.

  • Coordinate Customer Advocacy: close knit Team Environment with a focus on customer commitment, caring about people, responsibility, integrity, and innovation.

  • Develop Customer Advocacy: there is your organization commitment to your sales process, persistent and value add prospecting on a daily basis, and a focus on Customer Success.

  • Arrange that your project holds weekly staff meetings with department supervisors to consider and resolve any issues relating to operations, staffing, Customer Service, etc.

  • Audit Customer Advocacy: predictive Problem Management conduct or interpret Data Analysis and advise support team and customer of anticipated future problems proactively.

  • Ensure you allocate; lead and coach a team of highly skilled Technical Account Managers and Engineers to resolve customer challenges, develop long lasting partnerships, and deliver on KPIs.

  • Manage Customer Advocacy: Customer Master Data specialization.

  • Represent customer Strategic Planning at brand Team Meetings to represent sales and provide direction and insight related to customers and brand performance.

  • Support the development and Process Improvement of customer specific processes in related areas.

  • Govern Customer Advocacy: report finding to Marketing Management on the conduct of research and analysis of website hit statistics, membership conversion statistics and customer demographics.

  • Confirm your planning reads, understand and adheres to appropriate organization and department Policies and Procedures to ensure legal compliance, safe and productive workplace and quality products and Customer Service.

  • Promote and initiate products or solutions to increase sales, meet customer needs, and financial and/or Strategic Objectives.

  • Manage work with marketing to establish Thought Leadership for your organization and develop customer case studies for the you market.

  • Manage work with your Customer Success Team, Onboarding, and Sales Team to improve Internal Processes.

  • Develop, communicate, and action a cohesive strategy for how the teams output creates and delivers customer value and advances the product.

  • Be accountable for serving customer and community starts with the very best people doing very best work.

  • Contribute to the development of architectural, Software Development and Portfolio management standards, processes and tools that drive performance, efficiency and Customer Satisfaction.

  • Standardize Customer Advocacy: proactively develop new customer contact through networking and prospecting, review leads, and participates in customers Strategic Planning sessions.

  • Oversee and direct the facility operations to achieve the highest level of safety, productivity, and Customer Service with a focus constantly on cost and efficient use of labor.

  • Develop marketing strategies around products/brands tailored for Social Media space to drive conversions.

  • Drive development of new content, Process Improvements, and tool adoption to increase Customer Satisfaction and internal productivity.

  • Initiate Customer Advocacy: you arer peers in awe of your Customer Service skills and troubleshooting skills.

  • Collaborate with marketing, Product Marketing, Customer Success and operations to support the sales and Services Teams success and increase cross functional alignment.

  • Collaborate with Product Management, support, it and other enabling functions to ensure client advocacy in design and implementation of new/changed products and solutions.

  • Interpret, apply and enter data into National Utilization management Integrated Software.


Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Advocacy Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Customer Advocacy related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Customer Advocacy specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Advocacy Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Customer Advocacy improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What does a Test Case verify?

  2. How do you establish and deploy modified action plans if circumstances require a shift in plans and rapid execution of new plans?

  3. What Customer Advocacy skills are most important?

  4. How do you think the partners involved in Customer Advocacy would have defined success?

  5. How will the Customer Advocacy data be captured?

  6. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  7. What tests verify requirements?

  8. Who are the people involved in developing and implementing Customer Advocacy?

  9. What can be used to verify compliance?

  10. How does your organization evaluate strategic Customer Advocacy success?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Customer Advocacy book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Customer Advocacy self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Customer Advocacy Self-Assessment and Scorecard you will develop a clear picture of which Customer Advocacy areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Customer Advocacy Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Customer Advocacy projects with the 62 implementation resources:

  • 62 step-by-step Customer Advocacy Project Management Form Templates covering over 1500 Customer Advocacy project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Customer Advocacy project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Advocacy Project Team have enough people to execute the Customer Advocacy Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Customer Advocacy Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Customer Advocacy Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Customer Advocacy project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Customer Advocacy project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Customer Advocacy project with this in-depth Customer Advocacy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Advocacy projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Customer Advocacy and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Customer Advocacy investments work better.

This Customer Advocacy All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.