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Advocates Don’t Grow on
Trees
Planting the Seeds for Advocacy
Eli Gladstone,
Sr. Manager, Category Development & Education
@eli_gladstone
ca.linkedin.com/in/eligladstone
Understand the key to creating advocates
Learn how to systematically create new advocates
Learn 6 tools to better execute advocate creation
Workshop: Learnings in Action
Learning Objectives
The Advocate Marketing Equation
AmplificationCreation +
Keys to Turning a Customer
into an Advocate
Customer
Internal Customers
(Employees)
All External Customers
(Customers, Partners, etc.)
Why do people Advocate?
Logical Emotional
Products &
Services
Relationships
Something to advocate for
A reason to want to
advocate
The key to
advocate creation
Transactional
Relationships
Neighbourly
Relationships
One key consideration
Business relationships are transactional
by nature
We must build a system to nurture
transactional and neighbourly
relationships
So what is that system for
creating advocates
advocates through
relationships?
Top of the Funnel
Middle of the Funnel
Bottom of the Funnel
Purchase
Consideration
Interest
Awareness
Evaluation
Selection
Prospective Buyer
Customer
Just like the marketing nurture funnel….
Transactional
Relationships
Neighbourly
Relationships
Purchase
Consideration
Interest
Awareness
Evaluation
Selection
Customer
Advocate
Prospective Buyer
Customer
We have a Customer > Advocate Funnel!
Advocacy
Connection
Execution
Learning
Satisfaction
Relationship
Transactional
Relationships
Neighbourly
Relationships
Customer
Advocate
Customer > Advocate Funnel can be labeled in
different ways, but it’s likely something like this!
Let’s look at 6 Tools to help you
manage relationships across
the advocate creation funnel
Advocacy
Connection
Execution
Learning
Satisfaction
Relationship
Customer
Advocate
6
Tools
6 Tools to Nurture Relationships
EDUCATE
CREATE A SENSE
OF PROGRESS
ASK FOR
FEEDBACK
CREATE EMOTIONAL
TRIGGERS
CONNECT ON
SHARED VALUES
ASK
Advocacy
Connection
Execution
Learning
Satisfaction
Relationship
Asks
Emotional Triggers
Sense of Progress
Education
Feedback
Shared Values
Customer
Advocate
Learning Education
Customer
Advocate
Educate Your Customers
The best way to help your customers
achieve their goals is to educate them!
Product
Education
Company
Education
Industry
Education
Best
Practices
How can you contribute to helping
customers learn?
Execution Sense of Progress
Learning Education
Customer
Advocate
Create a Sense of Progress
Group A Group B
10 slots, 8 Stamps
Required
8 Slots, 8 Stamps
Required
Group B had 2x the rate of loyalty card completions!
Progress Actions
Make a big deal out of the progression
points your customers experience!
You can use badges to recognize this progression!
Help customer execute by
keeping them action-
oriented!
Satisfaction Feedback
Execution Sense of Progress
Learning Education
Open the Feedback Channel
Customer
Advocate
Learn Customer
Likes and Dislikes
Continuous
Improvement
VALUED HEARD
Make customers feel…
Don’t just ask… LISTEN!
Product
Feedback
Marketing
Feedback
Problem
Discovery
Community
Feedback
Ask for feedback as a means to contribute to
customer satisfaction!
Satisfaction Feedback
Execution Sense of Progress
Learning Education
Transactional Relationships
TRANSACTIONAL
RELATIONSHIPS
Customer
Advocate
There are a lot of ways a company can strengthen
transactional relationships…
… But think about what you can do to
contribute!
Advocacy
Relationship
Satisfaction Feedback
Execution Sense of Progress
Learning Education
Managing Relationships to Creating
Advocates
Connection
TRANSACTIONAL
RELATIONSHIPS
NEIGHBOURLY
RELATIONSHIPS
Customer
Advocate
Satisfaction Feedback
Execution Sense of Progress
Learning Education
Create Emotional Triggers
Connection Emotional Triggers
Customer
Advocate
Check out this video where TD Canada Trust uses emotional triggers
to creation neighbourly connections.
https://www.youtube.com/watch?v=bUkN7g_bEAI
+
B2C
B2B
Google and CEB
Found that people
are less emotionally
invested when
dealing with B2C
companies than
B2B!
B2B
+
B2C
Reason: There’s a lot more at stake when you buy and use a B2B software than when
you buy an ugly shirt…
Ask questions to get to
know your customers
personally!
Use that information to trigger
emotional moments and create
To create emotional triggers You must…
Challenges to get to know a customer personally! When’s their birthday?
What’s their favourite coffee?
One the birthday, they send a birthday package!
Note the handwritten card! In it they offer a gift
card to the customers’ favourite coffee shop along
with a personalized message.
Spend the time to get to know people
personally.
Relationship Shared Values
Satisfaction Feedback
Execution Sense of Progress
Learning Education
Align on Shared Values
Connection Emotional Triggers
Customer
Advocate
Tom’s does a great job of connecting to people on a neighbourly level by
strongly promoted their value of giving back to people in under-privileged
parts of the world!
This doesn’t just work in B2C…
National Instruments loves instilling a love for science
amongst the youth!
So they sponsor science competitions for kids. They
always talk about this with the companies they sell to in
case the scientists there share that value!
What do you
value?
What do your
customers
value?
Don’t just tell customers what you value…. SHOW
THEM!
Use challenges to uncover what your
customers value, then be vocal about the
things you value to create shared value!
Advocacy Ask
Relationship Shared Values
Satisfaction Feedback
Execution Sense of Progress
Learning Education
Create Emotional Triggers
Connection Emotional Triggers
Customer
Advocate
Kyle
Kyle is a hair dresser who after giving me good
hair cuts (transactional), and connecting with me
on his story of moving from London and starting up
from scratch (neighourly), asked me to write a
review. It led to me writing the first review I have
ever written online!
3 Keys to an Effective
ASK
What to Ask When to Ask How to Ask
The way this is asked makes people feel very low
pressure if they don’t have time or don’t feel like
adding their input.
Ask – but ask effectively!
Advocacy Ask
Relationship Shared Values
Satisfaction Feedback
Execution Sense of Progress
Learning Education
Managing Relationships to Creating
Advocates
Connection Emotional Triggers
TRANSACTIONAL
RELATIONSHIPS
NEIGHBOURLY
RELATIONSHIPS
Customer
Advocate
How do you execute
the 6 tools?
Advocacy
Connection
Execution
Learning
Satisfaction
Relationship
Purchase
Consideration
Interest
Awareness
Evaluation
Selection
Customer
Advocate
Prospective Buyer
Customer
To execute nurturing prospects through the marketing funnel and nurturing customers
through the advocate funnel, you need a series of…
Touch Points!
There are a variety of touch points that you can utilize to interact with customers and
apply the 6 Tools.
Advocate Communities are a
great channel!
CREATION AMPLIFICATION
With a strong system for creating advocates,
you can have an incredibly powerful
amplification effort!
Key Takeaways
&Amplification Creation
1
TRANSACTIONAL
RELATIONSHIPS
NEIGHBOURLY
RELATIONSHIPS
Logic
Emotion
2
EDUCATION PROGRESS FEEDBACK
EMOTIONAL
TRIGGERS
SHARED VALUES REQUESTS
3 6 Seeds to Plant for Advocate Creation
4
Execution requires touch points
Thanks! Happy Camping!

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Advocates Don't Grow on Trees

Editor's Notes

  1. Deciding to “be” an advocate, is an emotional decision, not a logical one, and better products and better services give someone a logical thing to advocate for, but not a emotional foundation upon which to “become an advocate” Think about this: I became an advocate because they have great products and services vs. I became an advocate because this company completely elevated my career and helped me become a real asset for my team and my company!
  2. Advocate creation requires effective transactional relationships… but the real value is neighbourly relationships. So the question is, how do we manage these relational items to create advocates
  3. Study by Joseph Nunes (Marshall School of Business – USC) and Xavier Dreze (Wharton – uPenn) The reason behind the results was called “The Endowed Progress Effect” - When people feel they have made some progress towards a goal then they will become more committed towards continued effort in achieving the goal. Perception is critically important with this and the appearance of progress can have a strong effect whilst actual progress that is not recognized can be demotivating.
  4. Focus on reputation for B2B
  5. Hand written note… on their birthday… with a coffee gift card… and in the note it says something like “I know you like ________, so I thought in addition to some awesome swag, you should grab you’re next couple coffees on us!”
  6. Get to know them personally….. That’s when you can move them…
  7. Every initiative requires a