customer-advocacy

Customer Advocacy Skill

Build and leverage a network of customer advocates for social proof and references.

Purpose

Transform satisfied customers into active advocates who provide references, reviews, testimonials, and referrals.

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Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# CUSTOMER ADVOCACY DATA SOURCES
# Configure the sources relevant to your advocacy program

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives

# Customer Success Data
- source: customer_success
  connector: "{{GAINSIGHT | CHURNZERO | TOTANGO}}"
  data:
    - nps_scores
    - health_scores
    - advocacy_status
    - customer_outcomes

# CRM Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - customer_records
    - reference_requests
    - advocacy_activities

# Reference Management
- source: reference_platform
  connector: "{{ORCA | SALESFORCE_REFERENCE | POINTNRELEASE}}"
  data:
    - active_references
    - reference_requests
    - reference_history

# Call Recordings (for quotes)
- source: call_recordings
  connector: "{{GONG | CHORUS | CLARI}}"
  data:
    - customer_calls
    - quotable_moments

# Review Sites
- source: review_sites
  sources:
    - g2
    - capterra
    - trustradius
  data:
    - review_status
    - ratings

Output Destinations

# Where to deliver advocacy outputs
outputs:
  # Always available - display in Claude UI
  - type: display
    enabled: true

  # Save to advocacy program docs
  - type: documents
    connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
    destination: "/Customer Success/Advocacy Program/"

  # Update CRM
  - type: crm
    connector: "{{SALESFORCE | HUBSPOT}}"
    actions:
      - log_advocacy_activity
      - update_reference_status

  # Notify team
  - type: slack
    connector: "{{SLACK}}"
    channels:
      advocacy: "#customer-advocacy"
      references: "#reference-requests"

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