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.
Looking for something specific?
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.
Employee Highlight: A Look Inside the Numbers Is All You Need
The best way for a customer advocacy program to survive long-term is to establish metrics and reporting functions early on that prove – to stakeholders and upper management – the value of the program, both at a high-level and in-depth. Read through this Q&A with Sr Advocacy Consultant Denise Taylor to learn more!
Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 3 of 3
Putting together a recruitment report using RO Innovation (formerly ReferenceView) is easy to put together, and easy to understand!
Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 2 of 3
In part one of this series, I spoke about a way in which I put together a recruitment report for my clients using RO Innovation (formerly ReferenceView) that is both easy to assemble and to understand…
Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 1 of 3
Customer marketing and advocacy, like all other departments, needs to demonstrate its value to the larger organization. When Referential works with clients, I and my colleagues strive to ensure the quality of work we deliver is timely and, most importantly, impactful. What’s the quickest way to demonstrate this?
How to Create a Pivot Table in Excel
Pivot tables are one of Excel's most powerful Microsoft tools. A pivot table allows you to extract the significant data and trends from a large, detailed data set. When analyzing your customer advocacy program data, pivot tables can be excellent tools for efficiently gathering insights on your customer advocates and advocacy assets.
In 2025, expect increased emphasis on data-backed metrics to justify program value, the blending of advocacy and marketing roles, and the rise of personalized outreach powered by AI. Community-building initiatives, enhanced employee advocacy, and innovative formats like video storytelling will redefine how businesses engage advocates. These trends highlight advocacy as a business-critical strategy that fosters deeper connections, drives growth, and extends customer lifespans.