Retention
On demand
Customer Champion Programme Agent
Build advocacy with consent.
Prepare relevant invitations for happy customers to share their experience, with their permission.
Prepare Fern's invitation to a private peer reference.
- Read Salesforce success review
What it does
Invite customers to share success in a way that suits them.
Prepare relevant invitations for happy customers to share their experience, with their permission. Built for customer advocacy and customer success teams.
Check advocacy suitability
Provide confirmed customer results, current relationship notes and their communication preferences. Customer-approved outcomes and past participation can help choose a suitable invitation.
Match participation consent
Suggest an appropriate activity, such as a reference call, and draft a personal invitation.
Draft an opt-in invitation
Get an invitation draft and a checklist of permissions to confirm before using their story.
How it works
Prepare relevant invitations for happy customers to share their experience, with their permission. Built for customer advocacy and customer success teams.
- Approved documents and context
- Advocacy consent and withdrawal rules Activity-specific eligibility criteria Optional: approved success stories and explicit advocacy interests, to suggest an activity the customer is comfortable with. Optional: participation history and current open issues, to avoid over-asking or approaching someone at the wrong time.
- Make the invitation relevant
- Review a personal invitation matched to an appropriate reference or advocacy activity for the customer.
- Agree how the story can be used
- Confirm participation and sharing preferences before using the customer's name, experience or story.
- Salesforce · Read success and health evidence (read)
- Verify suitability for participation.
- Typeform · Read advocacy preferences (read)
- Match explicit consent to activity type.
- Asana · Read participation commitments (read)
- Avoid overbooking and track withdrawal.
- Human review and permissions
- Account owner approves invitation; customer separately accepts participation.
01Gather the context
Bring together the relevant information from Salesforce, Typeform, Asana.
02Check what matters
Suggest an appropriate activity, such as a reference call, and draft a personal invitation.
03Prepare the result
Appropriate activity, permissions and exclusions. Specific opt-in request with a clear commitment.
04Review proposed changes
Account owner approves invitation; customer separately accepts participation.
Integrations
CRM
Salesforce
HubSpot
Forms & research
Typeform
Google Forms
Projects & tasks
Asana
ClickUp
Jira
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Prepare suitable customer advocacy invitations while keeping participation and sharing choices clear.
- Make the invitation relevant
- Review a personal invitation matched to an appropriate reference or advocacy activity for the customer.
- Agree how the story can be used
- Confirm participation and sharing preferences before using the customer's name, experience or story.
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Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.