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Building an Advocacy
Ecosystem
Shanann Klaver
Manager, Customer Advocacy @ Optimizely
What is Optimizely?
Our Story
My Journey
CREATING AN
ADVOCACY ECOSYSTEM
How many hours do you spend giving the same
trainings?
Customer
Advocacy
Customer Advocacy Ecosystem
Optiforc
e
Customer Advisory
Council
VIP at
Opticon
Executive Sponsor
Program
Power Users
Brand building
Customer
appreciation
Attendees
Enterprise
relationships
C-level Executives
Product
Feedback
Program
Manager
Optimizely’s exclusive advocacy hub where we can connect with
and reward champion customer, partners and employees
Optiforce
Scalabl
e
Benefits
Central
Fun and
engaging
Metrics
• 50 advocates/quarter in 2015
• Target audience: paying $1k/month and up
Customers
• CSM recommendations (challenge in Optiforce)
• Top community users
• Customer Advisory Board members
• User Group Leaders
• Opticon speakers
Who’s Invited: Quality over Quantity
Challenge favorites: brand building + feedback
Utilizing Experiences
Getting Employees Involved
RewardsCustomers: Focus on professional
perks
Employees: Focus on gifting and
fun
Small membership with high engagement
Employee advocacy excitement
Creative use cases for the hub
Results (and surprises!)
Customer Advisory Council
Engaging with sophisticated users for product feedback and
vision
Product focus
Benefits
Advanced users
Deep-dive
sessions
• Meeting cadence =
- Twice/year and ½ day sessions
• Meeting format
- Intro and vision from CEO
- Intimate roundtable discussions
- New product demos
- Customer presentation
• VIP dinner
Program Overview
VIP at Opticon
Creating an amazing experience for our VIP Opticon attendees
Optie Awards
VIP Track
NPS Swat
App
Engagement
Executive Sponsor Program
Providing a formal executive-to-executive relationship for our
most strategic enterprise customers
Executive
engagement
Benefits
Enterprise
connections
Industry vision
Program Overview

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