#7-case-studies-stories
Thread

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!

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

+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

Thank you, @Emily Gover!!

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

It does, thank you, <@U08GYKJ6X9D>!

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