Oct 3, 2024

Measuring Advocacy Impact: 7-Point Checklist

Discover how to measure the impact of customer advocacy with this 7-point checklist to boost retention, referrals, and business growth.

Want to turn happy customers into brand champions? Here's how to measure if your advocacy efforts are paying off:

  1. Set clear goals

  2. Choose key metrics

  3. Get starting data

  4. Set up tracking tools

  5. Review and understand results

  6. Share findings

  7. Make improvements

Why it matters:

  • Word-of-mouth drives over $6 trillion in annual sales

  • Customer advocates spend 2x more than non-advocates

  • Advocates can be 5x more valuable than average customers

Key benefits of strong advocacy programs:

| Metric | Improvement |
| --- | --- |
| Customer retention | +6% |
| Conversion rate | +7% |
| Average order value | +12

Use this checklist to create a data-driven approach that turns customers into powerful advocates and drives business growth.

Related video from YouTube

7-Point Checklist for Measuring Advocacy Impact

Let's break down how to measure your advocacy efforts. This checklist will help you track and boost your program's impact.

1. Set Clear Goals

Define what success looks like. Align with your company's objectives:

  • Boost customer retention by 15% this year

  • Increase referrals by 20% next quarter

  • Grow advocate community by 500 members in 6 months

2. Choose Key Metrics

Pick metrics that show real impact:

| Metric Type | Examples |
| --- | --- |
| Quantitative | <a href="https://en.wikipedia.org/wiki/Net_promoter_score" target="_blank" rel="nofollow noopener noreferrer" data-framer-link="Link:{"url":"https://en.wikipedia.org/wiki/Net_promoter_score","type":"url"}" data-framer-open-in-new-tab="">NPS</a>, Customer Lifetime Value, Referral rates |
| Qualitative | Testimonials, Case studies, Social mentions

3. Get Starting Data

Collect baseline data. Use surveys, interviews, and existing customer info.

4. Set Up Tracking Tools

Use the right tech:

  • CRM for customer interactions

  • Advocacy platforms for program management

  • Analytics tools for data visualization

5. Review Results

Analyze data regularly. Look for:

  • Which activities drive most impact?

  • Are some advocate segments better performers?

  • How do advocacy efforts affect key business metrics?

6. Share Findings

Create clear reports:

  • Monthly updates for marketing

  • Quarterly presentations for execs

  • Annual company-wide reviews

7. Make Improvements

Fine-tune your strategy:

  • Adjust rewards based on top advocate motivations

  • Focus on high-ROI activities

  • Address gaps in your approach

Conclusion

Measuring advocacy impact shows the value of your customer marketing. Use this 7-point checklist to boost your program and prove its worth:

  1. Set clear, measurable goals

  2. Choose impactful metrics

  3. Collect baseline data and use proper tracking tools

  4. Analyze results regularly

  5. Share clear, tailored reports

  6. Fine-tune your strategy with insights

  7. Build a loyal customer base

Leslie Barrett from Sendoso highlights the power of advocacy:

Strong advocacy programs drive business growth:

| Metric | Improvement |
| --- | --- |
| Customer retention | +6% |
| Conversion rate | +7% |
| Average order value | +12

Start measuring your advocacy impact now. Use this checklist to create a data-driven approach that turns customers into powerful advocates.

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