#7-case-studies-stories

Thread

Justine Winkler April 28, 2025 at 02:56 PM

Happy Monday everyone! Has anyone successfully incentivized CSMs/AEs/customer facing teams to gather more case studies, customer advocates, be on the CAB, possible speakers? I meet with every CSM each month (all of whom are helpful) to help determine accounts that would be open to customer advocacy but would love it if I could get these suggestions in a more proactive way. Thank you!

Justine Winkler April 28, 2025 at 07:14 PM

Thank you <@U0806J8HHHR> and <@U08F66RT0UD> for your feedback!!

Emily Gover April 28, 2025 at 11:55 PM

+1 to Liz. At my previous gig we basically ran a SPIFF:

• Nominate an advocate (they can recommend specific programs if they wish) = 1x entry into a drawing for a quarterly prize (e.g. $3K)
• If any of those advocates complete an act of advocacy = 1x entry into a drawing for a higher value quarterly prize (e.g. $5K — goal here was to incentivize them to nominate high propensity customers)
It helped grow our overall pipeline and pool quite a bit. In my experience, SPIFFs are more motivating for sales reps than other incentives

And yes, having buy-in and support from leadership helps immensely with getting the sales org to prioritize nominations over the many other things they juggle

Justine Winkler April 29, 2025 at 04:19 PM

Thank you, @Emily Gover!!

Justine Winkler April 29, 2025 at 06:52 PM

Thank you <@U08GYKJ6X9D>! Would you be open to sharing your templates? I have a general template for a case study and success story video. I think what is missing is the reasons why they should participate but don't want it to come off as "salesy" or disingenuine. Curious how you position advocacy

Justine Winkler April 29, 2025 at 07:02 PM

It does, thank you, <@U08GYKJ6X9D>!

Leslie Barrett May 04, 2025 at 04:04 AM

Orrrrr you could buy Peerbound and skip all that ^ 👍 I’ll show you around if you’d like