This document outlines a customer advocacy agreement for a company's thought leadership and advocacy program. It provides details on the types of participatory activities a customer can engage in, such as references, case studies, thought leadership opportunities, speaking/presenting, reviews, and other promotional activities. For each opportunity selected, the customer must provide their organization's approval process and any restrictions before signing to agree to participate. A video release form is also included as an appendix.

1. 1
Customer Thought Leadership & Advocacy Agreement
Thank you for your interest in our Thought Leadership & Advocacy Program - we are excited to be able to work
with you! The form below will help us work with you in a way that will best fit your interests, as well as your
organization’s approval processes, so that we are as efficient as possible with your time. Please indicate to us
which type(s) of reference(s) you agree to provide, along with any approval processes we need to be mindful of.
CUSTOMER INFORMATION
Customer Name: __________________________________ Title: _______________________________________
Company Name: __________________________________ Location: ______________________________________
Phone Number: ___________________________________ E-mail: ________________________________________
PARTICIPATORY ACTIVITES
Below is a list of the types of opportunities, and their subsequent activities (where applicable), that you
are able to participate in. Please read each section carefully, check the box next to the type(s) of
opportunities you would like to participate in, as well ascircle any activity options within those
opportunities (where applicable) that you would like to participate in.
PLEASE NOTE: If you know there are restrictions around what you can share within certain
opportunities, but can still participate, please check the box next to the opportunity and circle the
corresponding activities. You can include all restrictions in the “Approval Processes to Follow” section.
Opportunity Type Activity Options What to Expect
References
(circle all that apply)
1. Industry Analyst
2. Peer-to-peer Reference Call
3. Meet with press
1. An interview with an analyst takes
approximately 15-30 minutes. Industry
analysts are interested in validating the need
for the (insertcompanyname) product,as
well as learning how our solution is providing
business value to our customers. The
analystmay ask how you are using the
software and in whatenvironment. They like
to understand the actual performance ofthe
solution and the results and/or the return on
investment your business experienced due
to the (insertcompanyname) product.In
mostcases,these comments are notfor
public attribution and will not be quoted –
they are merelyto help the analyst
2. An interview with a peer takes
approximately 15-30 minutes, depending
on your availability and the detail level of
the questions asked. Potential customers
are interested in hearing aboutyour personal
experiences with (insert companyname) and
our product.Details such as the
implementation process,general satisfaction
levels with productquality, performance, and
customer supportwill likelybe discussed.

2. 2
3. An interview with press takes approximately
15-30 minutes, depending on your
availability and the detail level of questions
asked. Press mayask of your reaction to an
announcement, your personal experience
with the (insertproduct/service name),and
how it’s had a positive effect on your
business.
Case Study
(circle all that apply)
 Written case study
 Video case study
An interview for a written case study takes
approximately 30-45 minutes. We look for
customer stories thatprovide measurable results
(e.g., productivity improvements, performance
enhancements, hours ofdowntime eliminated,
dollars saved,etc.). You can expect questions
aboutyour role, your technical environment, your
challenges,whatprompted the search for a
software solution, whyyou selected (insert
companyname here) and the results you’ve seen
since implementation. You will have the
opportunity to review and approve the story
before it is published. Material from your case
study, including approved quotes and company
logo,will appear on the (insertcompanyname
here)’s website and other marketing materials.
Your case study can also be captured in a
video case study, which increases the time
commitment to 1 to 2 hours on-site at your
facility. A video crew will travel to your location
to record interviews and supporting footage
around your offices. This may include (if possible)
interior and exterior office shots,footage of you
and your staff working and interacting with each
other and (insertcompanyname here) products,
and video of your datacenter. Please have an
officer of your companysign the specific video
release form found in appendixA before
proceeding.
Thought Leadership
(circle all that apply)
1. Op-ed press placements
2. Contributed article placements
3. Blog - external sites
4. CompanyBlog
5. Award submissions
6. Joint white paper
7. Video perspective
There are two ways in which you can
contribute to Thought Leadership. You may
either draft the content yourself, or we can
conduct a 35-40-minute interview and draft it
for your approval. Depending on the topic, you
can expect questions aboutyour role, your
knowledge ofyour organization’s industryand
how it relates to cybersecurity, your technical
environment, your challenges, whatprompted the
search for a software solution, whyyou selected
(insertcompanyname here),the results you’ve
seen since implementation, etc.. You will have
the opportunity to review all content before it is
submitted.

3. 3
Speaking/Presenting
(circle all that apply)
1. Industry Events - Solo Speaker
2. Industry Events - Panel / Joint
Presentations
3. CompanyEvents
4. Webcast
1-3. We look for customer stories thatprovide
measurable results (e.g.,productivity
improvements, performance enhancements,
hours of downtime eliminated, dollars saved,
etc.). You can expect questions aboutyour role,
your technical environment, your challenges,
what prompted the search for a software solution,
why you selected (insertcompanyname here).
Presentations maybe recorded.
4. A webcast presentation can take 30-60
minutes, with the customer presentation
to taking approximately 10-20 minutes
plus Q&A. This live presentation maycenter
on your personal experience with the (insert
companyname here) productand how it has
had a positive effect on your job and/or
business. The resulting audio recording may
be deployed on the (insertcompanyname
here) corporate web site for use at a later
date.
Short-form
Testimonials and
Thought Leadership
(circle all that apply)
1. News Release Quote
(article/industry-specific)
2. Press Reference (not
article/industry-specific)
3. Quote on website
4. Quote in marketing materials
5. Social media posts
An interview to obtain a quote takes
approximately 15 minutes. The quote may
involve your reaction to an announcement, your
personal experience with the (company
product/service name),and how it’s had a
positive effect on your business. The quote will
be featured in a (insertcompanyname here)
news release and consequentlymay appear in
industrytrade publications and other digital
media.
NOTE: You will always have final approval.
Reviews
1. G2 Crowd
2. Gartner Peer Insights
(insertcompanyname here) is proud to
continue to receive awards from both G2
Crowd Gartner Peer Insights, and we can’t do
it without our customers! The reviews take
no more than 10 minutes to complete and can
be done online, via a link we will send you.
Other
(circle all that apply)
1. Company logo use:
a. Website
b. Presentation
slide
c. Marketing
collateral
2. (insert company name
here) feedback sessions
1. Your logo will be placed on both the
website, as well as any public-facing
presentation and marketing materials
2. Feedback sessions are exclusive
opportunities to provide (insert company
name here) with open feedback on its
product, documentation, and services as
needed by our product teams. All
feedback is only shared internally and is
not used externally for any purposes.
APPROVAL PROCESSES TO FOLLOW
Instructions: For each kind of opportunity type you have checked, as well as any activities you have
circled (where applicable), please outline your organization’s approval process, including any
restrictions, where applicable.

4. 4
Opportunity Type/Activities Your organization’s approval process (i.e. departments needing to review,
review times for eachdepartment, as well as any information you know
CANNOT be included, i.e logo, company name, your name, etc.)
References
1. Industry Analyst
2. Peer-to-peer Reference Call
3. Meet with press
Case Study
1. Written case study
2. Video case study
Thought Leadership
1. Op-ed press placements
2. Contributed article placements
3. Blog - external sites
4. CompanyBlog
5. Award submissions
6. Joint white paper
7. Video perspective
Speaking/Presenting:
1. Industry Events - Solo
Speaker
2. Industry Events - Panel / Joint
Presentations
3. CompanyEvents
4. Webcast
Short-form Testimonials and
Thought Leadership
1. News Release Quote
(article/industry-specific)
2. Press Reference (not
article/industry-specific)
3. Quote on website
4. Quote in marketing
materials
5. Social media posts
Reviews
1. G2 Crowd

5. 5
2. Gartner Peer Insights
Other
1. Company logo use:
a. Website
b. Presentation slide
c. Marketing collateral
2. (insert company name here)
feedback sessions
SIGNATURE
By completing this form and submitting it to (insert companyname here),I agree to participate in the opportunities
and activities I’ve markedabove. I understand that I can withdraw consent at any time upon written notice to (insert
companyname here).(insertcompanyname here) will request my writtenapproval, prior to printing and/or publishing
any of the above items, and I agree to provide any such approvals within two weeks of receiving the request from
(insertcompanyname here).
_______________________________________________ ______________________
Customer signature Date
Print name

6. 6
Appendix A – Video Release Form
Thank you for your participation in a (insert company name here) video production! We value customer
and partner feedback on our solutions and services and are very grateful when we can share that
information with the general public.
Please sign below to grant (insert company name here) permission to use your voice, likeness,
company name and logo in a public-facing video production. The video footage will become the
property of (insert company name here),and may be used in a variety of future marketing projects,
including websites and trade shows.
(insert company name here) also agrees to provide you with a copy of the completed video at no
charge.
To indicate your acceptance of these terms, please complete the section below and sign and date the
form.
Sincerely
The (insert company name here) Marketing Team.
Customer Name: ______________________ Title: _______________________
Company Name: ______________________ Location: _______________________
Phone Number: ______________________ E-mail: _______________________
Signature ____________________________________
Date ________________________________________