Services
Advocacy Impact
Consulting Engagements
I work with B2B technology companies through focused consulting engagements designed to build, modernize, or scale customer advocacy capabilities.
Most engagements begin with a strategy and program design phase, followed by implementation guidance or leadership support.
Advocacy Impact Services
Impact Advocacy Program Strategy & Design
Build or modernize a structured customer advocacy program aligned with business priorities.
I work with organizations to design advocacy programs that support sales, strengthen customer relationships, and build lasting market credibility. This engagement focuses on creating a clear program strategy, operating model, and participation framework.
Deliverables often include:
• Program strategy assessment and recommendations
• Business-aligned program design
• Tiered customer engagement model
• Recruitment and participation strategy
• Advocacy metrics and executive reporting framework
• Advocate discovery and visibility strategy across CRM, marketing, customer success, and reference platforms
Typical engagement: 4–12 weeks
Best for: Organizations launching advocacy or modernizing fragmented programs
Customer Recognition, Awards & Industry Advocacy
Create recognition programs that elevate customers while strengthening market credibility.
These programs celebrate customer innovation while creating credible customer proof for analysts, marketing initiatives, and industry visibility.
Deliverables often include:
• Customer awards and recognition program design
• Program positioning and messaging
• Integration with analyst relations and industry programs
• Advocacy opportunities tied to events or thought leadership
Typical engagement: 6–12 weeks
Best for: Organizations seeking stronger customer credibility in the market
Customer Reference & Sales Advocacy Programs
Turn customer relationships into a scalable source of credibility for enterprise sales.
I help organizations design and operationalize reference programs that support global sales teams, strengthen executive engagement with strategic customers, and create reliable customer proof for marketing and analyst initiatives.
Deliverables often include:
• Customer reference program design and optimization
• Executive reference readiness and enablement
• Reference request workflows and governance
• Platform evaluation and implementation guidance
• Sales adoption and engagement strategies
Typical engagement: 6–12 weeks
Best for: Enterprise sales organizations needing scalable customer proof
Interim Customer Advocacy Leadership
Experienced leadership to launch, stabilize, or scale advocacy programs.
During transitions — a program launch, a restructuring, a hiring gap — I step in to provide hands-on leadership and operational structure while helping teams build sustainable internal capability.
Deliverables often include:
• Acting as interim or fractional customer advocacy lead
• Establishing program structure and operating cadence
• Supporting critical advocacy initiatives
• Coaching and enabling internal teams
Typical engagement: 12+ weeks
Best for: Organizations needing experienced leadership without a full-time hire
