Commit to an Advocate Signal Scan
Create an if-then plan for identifying and acting on referral-ready customer signals.
Scan for referral-ready customer signals and convert one signal into a fit-based ask. Recent support saves, QBR wins, promoter comments, customer praise in Slack, champion promotions, or implementation milestones. When I review [specific customer signal source] at [time], then I will tag one referral-ready advocate, write the exact value proof, name the peer situation they could recognize, and draft a one-intro ask that the CSM can approve before sending. In 2 days, check whether you found at least one signal and drafted one referral ask tied to it. A customer leaves a 10/10 promoter comment that names a specific business…
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