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.

See a topic you’d like to learn about in greater detail? Contact us! We’d love to start a conversation.

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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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.

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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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