advocate-sourcing
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ChineseAdvocate Sourcing Skill
Advocate Sourcing Skill
When to Use
使用场景
- Building reference pools, speaker rosters, or customer advisory councils.
- Auditing advocacy coverage by region, persona, or product.
- Refreshing advocate tiers after product launches or org changes.
- 构建推荐资源池、演讲者名单或客户咨询委员会。
- 按地区、用户角色或产品审核拥护者覆盖情况。
- 在产品发布或组织变更后更新拥护者层级。
Framework
实施框架
- Signal Collection – product usage, NPS, expansion, support interactions, community engagement.
- Scoring Model – weight value delivered, relationship strength, storytelling potential, and risk.
- Tiering – classify advocates into spotlight, reference-ready, nurture, and do-not-contact.
- Consent & Compliance – track legal approvals, NDAs, and data sharing requirements.
- Backlog Management – log asks, upcoming opportunities, and fatigue limits.
- 信号收集 – 产品使用情况、NPS、业务拓展、支持互动、社区参与度。
- 评分模型 – 对贡献价值、关系强度、故事讲述潜力和风险进行加权评估。
- 分层管理 – 将拥护者分为焦点型、可推荐型、培育型和勿联系型。
- 同意与合规 – 跟踪法律审批、NDA和数据共享要求。
- 待办事项管理 – 记录需求、即将到来的机会和疲劳阈值。
Templates
模板
- Advocate roster spreadsheet with scoring columns and program tags.
- Coverage heatmap by persona/region.
- Outreach tracker (advocate → ask → owner → status).
- 带有评分列和项目标签的拥护者名单电子表格。
- 按用户角色/地区划分的覆盖热度图。
- 外拓跟踪表(拥护者 → 需求 → 负责人 → 状态)。
Tips
小贴士
- Partner with CS to capture qualitative context before outreach.
- Rotate advocates to avoid burnout and capture fresh stories.
- Keep consent status synced with CRM/legal systems.
- 在进行外拓前,与CS团队合作获取定性背景信息。
- 轮换拥护者以避免倦怠并收集新鲜故事。
- 确保同意状态与CRM/法务系统保持同步。