SlideShare a Scribd company logo
Tips & Tricks
to Running Your Ambassador
Program
Nina Wilkinson
Customer Success Director
Mobilize.io | @nina_wilkinson | @Mobilize_io
2.
Recruiting
The
What
Know
Their
Goals
Identify
Right
People
3.
Program
Ops
4.
Best
Practices
1.
Build a
Plan
The
Role
The
Type
The
Why
Life
Cycle
Recruiting
Play-
book
Checkl
ist
Reward
Communi-
cation
#octribe nina@mobilize.io
The WhatBuild a Plan
The Why
The Type
#octribe nina@mobilize.io
Why do you want to have an ambassador program?
● What’s the company objective? Are you looking to increase sales, drive
leads, or decrease purchase times for your leads, launch new cities,
decrease your support efforts, build brand awareness?
Building a Plan - The Why
○ Docker’s objective - build brand awareness in the developer
community in order to shorten the purchase time for leads.
○ Scoop’s objective - drive user acquisition and increase brand
awareness by referrals.
○ Prezi’s objective - amplify growth through experts program.
Increase support reach to wider user base.
#octribe nina@mobilize.io
What type of ambassador program do you want to have?
● There are a variety of program types:
○ Event organizers - host local meetups (Docker)
○ Referral - refer new users to your brand (Scoop)
○ Content creators - write content for blogs or social media (Vinted)
○ Speakers - speak on your company’s behalf at events (Docker)
○ Influencer - promote your brand through social channels (Omega)
○ Experts / Resellers / partners - top users/sellers of your products (Prezi)
Get CREATIVE! There’s no set path for your ambassador program, you can
create your own!
Building a Plan - The Type
#octribe nina@mobilize.io
Building a Plan - The What
What are your goals for the program?
● Define your Program Objectives
○ Host more meetups, create content, increase referral rate
● Measure the Program ROI
○ Try to trace your users’ brand journey– the ambassador impact
○ What’s your ROI for your program? If you want to have more leads, what is your goal for
MoM growth? If you want to increase brand love, is it the # of mentions, retweets, or
hashtags used?
● Define the Program’s Health
○ How do you know the program is healthy and functioning?
○ How many referrals do you want them to bring, how many
events do you want them to host?
#octribe nina@mobilize.io
Ambassador
Recruiting Know
Their
Goals
The Role
Identify the
Right People
#octribe nina@mobilize.io
What do you want your ambassadors to do?
● Define your ambassador’s role
○ What are they expected to do: host events, create content, provide feedback, create a
local presence for your brand, recruit new community members?
○ How often are they expected to do these activities? Host a meetup 1x per quarter?
Provide feedback with each new release?
● How will you monitor their progress?
○ Regular check-ins
○ Tasks to accomplish
○ Checklists
Building a Plan - The Role
#octribe nina@mobilize.io
Who are your ambassadors? Are they your top customers, influencers, local
meetup organizers, campus reps, resellers or partners?
● Your champions are the people that share your brand’s vision
○ What do they have in common with each other?
○ Why are they excited about your brand?
○ Why are they your champions (usage, expertise, tenure, followers)?
● Build a persona
○ Define the age range, location, interests, areas of expertise
○ Where do they hang out on social media?
You’ve done all this, now how do you get them to join?
Recruiting - Identify the Right People
#octribe nina@mobilize.io
Why do they want to be your ambassador?
● What motivates them?
○ Resume building– as a consultant, get hired at your company, improve in their current
role?
○ Company insight / early product knowledge
○ Perks / swag / $$
○ A combo?!
Don’t know why, ask!
At the end of the day, they’re your partners,
so you need to ensure your mutual success.
When they succeed, you’ll succeed!
Recruiting - Know their goals
#octribe nina@mobilize.io
#octribe nina@mobilize.io
Program
Ops
Playbook
Life Cycle
Check-
list
#octribe nina@mobilize.io
Program Operations - Know Their Life Cycle
So, how do you get your ambassador program off the ground?
● Define the stages of your ambassador’s life cycle:
Communication
Training
Reward
Recruiting
#octribe nina@mobilize.io
Playbooks are an easy way to track your steps and repeat your successes!
● As you scale your program to other cities and build out your team you need a playbook to
ensure consistency and maintain program quality.
● Playbooks should include:
○ Training sessions
○ Videos
○ Content templates
○ Benchmarks
○ Role descriptions
○ Swag ideas
Program Operations - Create a Playbook
#octribe nina@mobilize.io
● Build checklists to support each phase of your ambassador life cycle
○ Recommended items for your checklist:
■ Application form
■ Code of Conduct
■ Training plan
■ Regularly shared content
■ Progress Update
■ Rewards
■ Referral
○ As you progress, note what works and what doesn’t–whether
it’s content, tasks or incentives, keep track of what works!
● Utilize best practices and learn from the pros
Program Operations - Build a Checklist
#octribe nina@mobilize.io
Best
Practices Reward
Communication
Recruiting
#octribe nina@mobilize.io
First, what do you already know about your ambassadors?
● General Info
○ Name, User IDs, email address, phone number
● Operational data
○ What do you need to know about them to run your program?
■ Meetup link, social handles, location, products used, usage history, earnings history,
seller info
Don’t know much about them, or want to know more...
Recruiting Best Practices - Get Their Data
#octribe nina@mobilize.io
● Create an application form!
○ Ask for relevant information you need in order to communicate with them (age,
company/university, social profiles, portfolios)
○ Ask how they want to be involved (mentoring, organize meetups)
○ Why are they applying?
○ And MOST IMPORTANTLY why do they love your brand?
● Take cues from the pros at Docker and Scoop and see how they cater
their forms to their unique audiences.
Recruiting Best Practices - Application
Forms FTW
#octribe nina@mobilize.io
#octribe nina@mobilize.io
Use tools that help you communicate, build relationships, and track your
success
● Your database is key for collecting info and managing your members.
○ Collect as much information about them as you can.
● Use tools that cover your entire ambassador life cycle
○ From recruiting, organizing and monitoring, to messaging.
● Find the communication channel that’s easiest for you and your team
○ Email and mailing lists, group SMS, or Facebook groups. It
might even be a mix of a few!
● Revise and share your playbook as you scale your
program
○ Playbooks are always a work in progress!
Communication Best Practices - Tools
#octribe nina@mobilize.io
Remember, they’re your partners so...
● DO
○ Communicate with them regularly
○ Share product updates and announcements
○ Share job listings
○ Get their insights on the program
○ Ask for product feedback
○ Invite them to events
○ Make them feel special!
● DON’T
○ Send them only tasks or requests
○ Ignore their feedback
○ Overwhelm them with information (1-2x per week
is recommended)
Communication Best Practices - Engaging
Content
#octribe nina@mobilize.io
Be sure that your ambassadors are the first to know!
● Keep your ambassadors in the loop before announcing important news to the public.
● Your ambassadors are the energy behind your program, transparent communication
demonstrates trust and
opens a channel for valuable feedback
Communication Best Practices - Build Trust
& Transparency
#octribe nina@mobilize.io
Be open to constructive feedback
● As you’re launching an ambassador program there are bound to be a few hiccups or
challenges. Learn from them!
● Ask your ambassadors for their feedback and show that you want to improve the program and
help them reach their potential.
● Seeking out feedback not only creates
better trust among your ambassadors but
it can also help you improve your product.
Reward Best Practices - Feedback Channel
#octribe nina@mobilize.io
Events, big or small, are a great way to build relationships with the
ambassadors and for them to network amongst their peers
● Conferences, meetups, happy hours, special events at industry events
● Swag
○ Give swag that’s meaningful, helpful and fun!
○ If your ambassadors are on the road a lot, offer them travel related swag–portable
chargers, plug adapters, headphones, eye masks–GET CREATIVE!
Reward Best Practices - Events & Swag
#octribe nina@mobilize.io
Gratitude not attitude!
● Swag and exclusive invitations are benefits, not praise
● Public recognition is invaluable.
○ It can help ambassadors advance their career, makes them attractive job candidates, and
is a huge morale boost.
● Don’t be afraid to retweet them or share their content through your company channels,
everyone wants to get a little lovin’
● Be careful not to praise only your top performers–
make sure that all your ambassadors feel valued.
● Simple gestures go a long way.
○ Buffer has long been known for their personal thank you
notes to fans
Reward Best Practices - Praise
#octribe nina@mobilize.io
Ambassador programs have the potential to amplify your voice beyond your
company walls.
● Let them speak about your brand with an authentic voice
● Align your objectives with the aspirations of your ambassadors
● And empower your mutual success, after all this is a partnership!
Now go get ‘em!
#octribe nina@mobilize.io
Want to learn more? Get in touch!
Nina Wilkinson
Customer Success Director
Mobilize.io | @nina_wilkinson | @Mobilize_io
THANK YOU!
#octribe nina@mobilize.io

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Mobilize + OCTribe Presentation

  • 1. Tips & Tricks to Running Your Ambassador Program Nina Wilkinson Customer Success Director Mobilize.io | @nina_wilkinson | @Mobilize_io
  • 2.
  • 4. The WhatBuild a Plan The Why The Type #octribe nina@mobilize.io
  • 5. Why do you want to have an ambassador program? ● What’s the company objective? Are you looking to increase sales, drive leads, or decrease purchase times for your leads, launch new cities, decrease your support efforts, build brand awareness? Building a Plan - The Why ○ Docker’s objective - build brand awareness in the developer community in order to shorten the purchase time for leads. ○ Scoop’s objective - drive user acquisition and increase brand awareness by referrals. ○ Prezi’s objective - amplify growth through experts program. Increase support reach to wider user base. #octribe nina@mobilize.io
  • 6. What type of ambassador program do you want to have? ● There are a variety of program types: ○ Event organizers - host local meetups (Docker) ○ Referral - refer new users to your brand (Scoop) ○ Content creators - write content for blogs or social media (Vinted) ○ Speakers - speak on your company’s behalf at events (Docker) ○ Influencer - promote your brand through social channels (Omega) ○ Experts / Resellers / partners - top users/sellers of your products (Prezi) Get CREATIVE! There’s no set path for your ambassador program, you can create your own! Building a Plan - The Type #octribe nina@mobilize.io
  • 7. Building a Plan - The What What are your goals for the program? ● Define your Program Objectives ○ Host more meetups, create content, increase referral rate ● Measure the Program ROI ○ Try to trace your users’ brand journey– the ambassador impact ○ What’s your ROI for your program? If you want to have more leads, what is your goal for MoM growth? If you want to increase brand love, is it the # of mentions, retweets, or hashtags used? ● Define the Program’s Health ○ How do you know the program is healthy and functioning? ○ How many referrals do you want them to bring, how many events do you want them to host? #octribe nina@mobilize.io
  • 8. Ambassador Recruiting Know Their Goals The Role Identify the Right People #octribe nina@mobilize.io
  • 9. What do you want your ambassadors to do? ● Define your ambassador’s role ○ What are they expected to do: host events, create content, provide feedback, create a local presence for your brand, recruit new community members? ○ How often are they expected to do these activities? Host a meetup 1x per quarter? Provide feedback with each new release? ● How will you monitor their progress? ○ Regular check-ins ○ Tasks to accomplish ○ Checklists Building a Plan - The Role #octribe nina@mobilize.io
  • 10. Who are your ambassadors? Are they your top customers, influencers, local meetup organizers, campus reps, resellers or partners? ● Your champions are the people that share your brand’s vision ○ What do they have in common with each other? ○ Why are they excited about your brand? ○ Why are they your champions (usage, expertise, tenure, followers)? ● Build a persona ○ Define the age range, location, interests, areas of expertise ○ Where do they hang out on social media? You’ve done all this, now how do you get them to join? Recruiting - Identify the Right People #octribe nina@mobilize.io
  • 11. Why do they want to be your ambassador? ● What motivates them? ○ Resume building– as a consultant, get hired at your company, improve in their current role? ○ Company insight / early product knowledge ○ Perks / swag / $$ ○ A combo?! Don’t know why, ask! At the end of the day, they’re your partners, so you need to ensure your mutual success. When they succeed, you’ll succeed! Recruiting - Know their goals #octribe nina@mobilize.io
  • 14. Program Operations - Know Their Life Cycle So, how do you get your ambassador program off the ground? ● Define the stages of your ambassador’s life cycle: Communication Training Reward Recruiting #octribe nina@mobilize.io
  • 15. Playbooks are an easy way to track your steps and repeat your successes! ● As you scale your program to other cities and build out your team you need a playbook to ensure consistency and maintain program quality. ● Playbooks should include: ○ Training sessions ○ Videos ○ Content templates ○ Benchmarks ○ Role descriptions ○ Swag ideas Program Operations - Create a Playbook #octribe nina@mobilize.io
  • 16. ● Build checklists to support each phase of your ambassador life cycle ○ Recommended items for your checklist: ■ Application form ■ Code of Conduct ■ Training plan ■ Regularly shared content ■ Progress Update ■ Rewards ■ Referral ○ As you progress, note what works and what doesn’t–whether it’s content, tasks or incentives, keep track of what works! ● Utilize best practices and learn from the pros Program Operations - Build a Checklist #octribe nina@mobilize.io
  • 18. First, what do you already know about your ambassadors? ● General Info ○ Name, User IDs, email address, phone number ● Operational data ○ What do you need to know about them to run your program? ■ Meetup link, social handles, location, products used, usage history, earnings history, seller info Don’t know much about them, or want to know more... Recruiting Best Practices - Get Their Data #octribe nina@mobilize.io
  • 19. ● Create an application form! ○ Ask for relevant information you need in order to communicate with them (age, company/university, social profiles, portfolios) ○ Ask how they want to be involved (mentoring, organize meetups) ○ Why are they applying? ○ And MOST IMPORTANTLY why do they love your brand? ● Take cues from the pros at Docker and Scoop and see how they cater their forms to their unique audiences. Recruiting Best Practices - Application Forms FTW #octribe nina@mobilize.io
  • 21. Use tools that help you communicate, build relationships, and track your success ● Your database is key for collecting info and managing your members. ○ Collect as much information about them as you can. ● Use tools that cover your entire ambassador life cycle ○ From recruiting, organizing and monitoring, to messaging. ● Find the communication channel that’s easiest for you and your team ○ Email and mailing lists, group SMS, or Facebook groups. It might even be a mix of a few! ● Revise and share your playbook as you scale your program ○ Playbooks are always a work in progress! Communication Best Practices - Tools #octribe nina@mobilize.io
  • 22. Remember, they’re your partners so... ● DO ○ Communicate with them regularly ○ Share product updates and announcements ○ Share job listings ○ Get their insights on the program ○ Ask for product feedback ○ Invite them to events ○ Make them feel special! ● DON’T ○ Send them only tasks or requests ○ Ignore their feedback ○ Overwhelm them with information (1-2x per week is recommended) Communication Best Practices - Engaging Content #octribe nina@mobilize.io
  • 23. Be sure that your ambassadors are the first to know! ● Keep your ambassadors in the loop before announcing important news to the public. ● Your ambassadors are the energy behind your program, transparent communication demonstrates trust and opens a channel for valuable feedback Communication Best Practices - Build Trust & Transparency #octribe nina@mobilize.io
  • 24. Be open to constructive feedback ● As you’re launching an ambassador program there are bound to be a few hiccups or challenges. Learn from them! ● Ask your ambassadors for their feedback and show that you want to improve the program and help them reach their potential. ● Seeking out feedback not only creates better trust among your ambassadors but it can also help you improve your product. Reward Best Practices - Feedback Channel #octribe nina@mobilize.io
  • 25. Events, big or small, are a great way to build relationships with the ambassadors and for them to network amongst their peers ● Conferences, meetups, happy hours, special events at industry events ● Swag ○ Give swag that’s meaningful, helpful and fun! ○ If your ambassadors are on the road a lot, offer them travel related swag–portable chargers, plug adapters, headphones, eye masks–GET CREATIVE! Reward Best Practices - Events & Swag #octribe nina@mobilize.io
  • 26. Gratitude not attitude! ● Swag and exclusive invitations are benefits, not praise ● Public recognition is invaluable. ○ It can help ambassadors advance their career, makes them attractive job candidates, and is a huge morale boost. ● Don’t be afraid to retweet them or share their content through your company channels, everyone wants to get a little lovin’ ● Be careful not to praise only your top performers– make sure that all your ambassadors feel valued. ● Simple gestures go a long way. ○ Buffer has long been known for their personal thank you notes to fans Reward Best Practices - Praise #octribe nina@mobilize.io
  • 27. Ambassador programs have the potential to amplify your voice beyond your company walls. ● Let them speak about your brand with an authentic voice ● Align your objectives with the aspirations of your ambassadors ● And empower your mutual success, after all this is a partnership! Now go get ‘em! #octribe nina@mobilize.io
  • 28. Want to learn more? Get in touch! Nina Wilkinson Customer Success Director Mobilize.io | @nina_wilkinson | @Mobilize_io THANK YOU! #octribe nina@mobilize.io