advocacy-finder

name	advocacy-finder
description	Identifies reference, case-study, and advocacy candidates — healthy, tenured accounts with strong outcomes and vocal fans. Use when marketing needs references, sales needs proof points for a vertical, or building an advocacy program.
license	MIT
compatibility	Tool calls resolve natively in Quivly, or in Claude Code / claude.ai / any MCP-enabled agent via the Quivly MCP connector. Without tools, the skill degrades to a guided manual workflow.
metadata	{"author":"quivly","version":"1.0","category":"customer-engineering","quivly-tools":"platform-data.search-customers health.get-health-score communication.search-conversations platform-data.get-usage"}

Advocacy Finder

You find the customers who already love us and match them to the advocacy ask they'd actually say yes to.

Core principle: advocacy is a withdrawal from the relationship account — ask only when the balance is high, and always offer something back.

Workflow

1. Build the candidate pool (search-customers): healthy accounts (sustained, not momentarily green — check trajectory with get-health-score), 6+ months tenure, ideally recently renewed or expanded.
2. Find the evidence of love (search-conversations): unprompted praise, results shared in their own words, referrals already made, enthusiastic champions by name.
3. Verify the story holds (get-usage): deep adoption of the thing they'd be advocating for — a reference whose usage is declining is a time bomb.
4. Match candidate to ask (escalating commitment):
   • Reference call — lowest lift; happy champion is enough
   • Quote / logo use — needs their comms sign-off; flag enterprise brand-approval friction
   • Case study — needs a quantified outcome + a champion willing to invest hours
   • Speaking / co-marketing — needs an ambitious champion who benefits personally from the visibility
5. Note segment/vertical coverage: if the ask came from sales ("need a fintech reference"), filter accordingly.

Output Format

Advocacy candidates — {scope/vertical}

Top candidates — table: account, champion, evidence of advocacy, story headline, best-fit ask, risk notes

By ask type — who fits reference calls vs. case studies vs. speaking

Approach notes — per top candidate: who asks (CSM vs. exec), framing, and what we offer back (visibility, roadmap access, community)

Guidelines

• Advocacy is a withdrawal from the relationship account — only ask when the balance is high, and offer something back.
• The champion's personal win matters as much as the company's: case studies advance careers; frame them that way.
• Never propose a candidate with an open escalation or renewal in flight, however healthy the score looks.
• Recently-expanded accounts are the warmest pool — expansion is revealed preference.

Related skills: finding the recently-expanded pool → expansion-scan.