Welcome to the Referential Blog!

As a team of consultants embedded in dozens of unique customer advocacy programs at any given moment, Referential is constantly exploring, implementing, and improving on strategies and best practices.

Join us as we discuss the latest tips, tricks, and techniques in customer advocacy and customer marketing.

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Customer Marketing and Advocacy Blog | Referential Inc.
The Road to Advocacy Program Optimization
The Road to Advocacy Program Optimization

Jennifer Doyon, a Principal at Referential, shares insights from her 15 years in customer advocacy. In this Q&A, she discusses the key considerations when selecting a Reference Management System (RMS) or Customer Advocacy Platform (CAP), and how Referential helps clients justify their advocacy program budgets, optimize platform performance, and implement best practices.

From Process to Precision: Essential Insights on Process Documentation and Data Management
From Process to Precision: Essential Insights on Process Documentation and Data Management

In this insightful Q&A, a seasoned customer advocacy consultant with over eleven years of experience shares best practices for managing process documentation and data in customer reference programs. The discussion covers essential data points to prioritize, strategies for ensuring consistency and accuracy, and the importance of continuous process improvement. The consultant also highlights how critical it is to adapt documentation to an organization’s unique needs and goals while keeping it dynamic and accessible to the team.

Balancing Creativity and Strategy From Concept to Creation
Balancing Creativity and Strategy From Concept to Creation

In this insightful interview, our Manager of Creative Services takes us behind the scenes of customer advocacy, sharing his decade-long experience in crafting compelling visual content. From managing video shoots to translating brand identities into impactful assets, he provides a detailed look at the creative process and the importance of attention to detail.

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Technology, Best Practices, Data Management Jen Doyon, Principal Technology, Best Practices, Data Management Jen Doyon, Principal

The Road to Advocacy Program Optimization

Jennifer Doyon, a Principal at Referential, shares insights from her 15 years in customer advocacy. In this Q&A, she discusses the key considerations when selecting a Reference Management System (RMS) or Customer Advocacy Platform (CAP), and how Referential helps clients justify their advocacy program budgets, optimize platform performance, and implement best practices.

Read More
Program Management, Data Management, Best Practices Regina Dawkins, Senior Advocacy Consultant Program Management, Data Management, Best Practices Regina Dawkins, Senior Advocacy Consultant

From Process to Precision: Essential Insights on Process Documentation and Data Management

In this insightful Q&A, a seasoned customer advocacy consultant with over eleven years of experience shares best practices for managing process documentation and data in customer reference programs. The discussion covers essential data points to prioritize, strategies for ensuring consistency and accuracy, and the importance of continuous process improvement. The consultant also highlights how critical it is to adapt documentation to an organization’s unique needs and goals while keeping it dynamic and accessible to the team.

Read More
Recruitment, Best Practices, Program Management The Referential Team Recruitment, Best Practices, Program Management The Referential Team

Recruitment and Trust Go Hand-In-Hand: Employee Highlight Series

In this Q&A, we delve into insights shared by Referential's Advocacy Consultants, Kristian Gallego and Rob Lisama, on the challenges and strategies involved in customer recruitment for advocacy programs. They discuss overcoming common hurdles like database management and client engagement, emphasizing the importance of trust-building and leveraging technology effectively to drive successful recruitment outcomes.

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Recruitment, Best Practices, Customer Engagement Emily J Feber, Advocacy Consultant Recruitment, Best Practices, Customer Engagement Emily J Feber, Advocacy Consultant

Assumptive Recruiting: Getting On Their Calendar

Catch more advocates with a proactive 'assumptive invite' strategy. Referential’s personalized approach respects a would-be participants’ time while highlighting the value of joining an advocacy program. Opt-out options and flexibility ensure a positive experience. Learn how to boost your recruitment rates today!

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Customer Engagement, Best Practices, Program Management Ryan Quackenbush, Principal Customer Engagement, Best Practices, Program Management Ryan Quackenbush, Principal

Program Management of an AdvocateHub: Let’s Talk Naming Conventions

When you become an admin of an Influitive AdvocateHub, it is essential you think both short and long term about overall strategy. This post explains a simple best practice that enables admins to see the dates, target audience, challenge creator and more at a simple glance and, more importantly, with a simple search!

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Program Management, Best Practices, Meet the Team, Team Culture, Fulfillment, Recruitment, Customer Communities Barbara Leavy, Senior Advocacy Consultant Program Management, Best Practices, Meet the Team, Team Culture, Fulfillment, Recruitment, Customer Communities Barbara Leavy, Senior Advocacy Consultant

Employee Highlight: Advocacy Program Management at a Fortune 500 Company

This blog features a Q&A with Senior Advocacy Consultant Barbara Leavy, in which she speaks about her experience managing the advocacy program at a fortune 500 company. Topics include navigating acquisitions, setting client expectations, the challenges of massive product portfolios and more!

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Team Culture, Technology, Best Practices Denise Taylor, Senior Advocacy Consultant Team Culture, Technology, Best Practices Denise Taylor, Senior Advocacy Consultant

6 Steps to Successfully Work with Global Teams

The hardest part of getting buy-in from sales and customer success teams? These are busy people and often advocacy feels like just one more headache when their plate is already full. Read on for quick tips on how to encourage sales and customer success teams to engage with your cohort of customer champions!

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