One of the many benefits of being a customer advocacy consulting company is having insight into dozens of different programs and the opportunity to create and refine strategies to support their unique goals. Our cohort of advocacy professionals are embedded in reference marketing initiatives of every shape and size, applying proven tactics and developing new ones to help the program managers we support thrive.

Some of our consultants boast impressive experience in asset expediting while others are uniquely versed in the nuances of multi-tier program development. Our team also comprises experts in community management, aficionados of customer engagement, veterans of database migrations, and connoisseurs of customer voice.

Though each of our consultants dedicate their time and focus to the programs of specific clients, our team regularly exchanges tips and best practices with one another. As a result, we’re constantly building on our collective knowledge and enhancing our ability to serve the needs of different clients.

One of the ways we amass the strategies and best practices our team develops in the field is through Shelf.io: our chosen knowledge management platform. Here, our consultants upload all variety of customer advocacy resources, including process documents, research papers, skills-sharing articles, and learnings from different initiatives. Whenever a member of our team needs to scope a new project or is looking for tips on taking an alternate approach, they can visit Shelf and learn from the resources others have shared.

We also host a monthly ‘Stay Relevant’ meeting, which brings all our consultants together to discuss their recent experience and strategies around a specific topic, like recruitment or reference request fulfillment. When COVID-19 upended life as usual and demanded companies reevaluate how they engaged with customers, we were able to use our Stay Relevant meetings to discuss how organizations across different verticals were approaching the situation, and how we could leverage these learnings to tailor strategies for the advocacy programs we individually support.

Our team has benefitted immensely from our knowledge sharing practices, and we’re excited to share our learnings with you! Follow our blog for highlights from our latest Stay Relevant sessions. Our next discussion will focus on best practices for integrating RO Innovation with Salesforce.