Welcome to the Referential Blog!

As a team of consultants embedded in dozens of unique customer advocacy programs at any given moment, Referential is constantly exploring, implementing, and improving on strategies and best practices.

Join us as we discuss the latest tips, tricks, and techniques in customer advocacy and customer marketing.

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Trusted.io, Customer Communities, Advocacy Platform Overview Lynn Watts, Advocacy Consultant Trusted.io, Customer Communities, Advocacy Platform Overview Lynn Watts, Advocacy Consultant

Inside Beta & Bubbles: Why Trusted’s Platform Matters for Growth, Community, and Customer Trust

Beta & Bubbles, Trusted’s beta launch event, was an event where leaders and practitioners gathered to explore how trust, advocacy, and customer relationships are influencing modern growth strategies. The event highlighted the growing importance of trust-led growth and how platforms like Trusted are helping organizations make trust measurable and actionable.

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Ryan Quackenbush, Principal Ryan Quackenbush, Principal

Making Advocacy Legible: Predictions for Shifts Defining 2026

Customer advocacy doesn’t change overnight, but 2026 marks a clear inflection point. As AI normalizes, platforms mature, and credibility matters more than polish, advocacy is shifting from activity to influence—becoming easier to use, explain, and trust across the business.

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AI, Customer Communities, Customer Engagement, Predictions Ryan Quackenbush, Principal AI, Customer Communities, Customer Engagement, Predictions Ryan Quackenbush, Principal

Looking Back on 2025 Advocacy Trends: Data, Community, AI, and the Road to 2026

In early 2025, we published our perspective on the shifts we believed would redefine customer advocacy—from stronger measurement and deeper GTM alignment to the growing role of community and storytelling. With a year of execution behind us, those predictions largely held true, but the pace and depth of change exceeded expectations. Advocacy teams are now being measured on pipeline influence, retention, and expansion, personalization has become table stakes, and community has emerged as a long-term strategic investment rather than a programmatic feature. This retrospective looks at what we got right, where our thinking has evolved, and what advocacy leaders should be preparing for as AI-driven orchestration accelerates into 2026.

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Program Management, Strategic Consulting Ryan Quackenbush, Principal Program Management, Strategic Consulting Ryan Quackenbush, Principal

Scaling Customer Advocacy with the Right Support

When launching a customer advocacy program, many teams struggle with limited tools, unclear strategies, and competing priorities. A global tax compliance company overcame these hurdles by partnering with Referential for expert platform selection, Salesforce integration, and long-term strategic support. The result: a scalable advocacy program aligned with business goals and designed to drive measurable impact.

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Turning Fans into Fuel: Metrics to Get Leadership Fired Up About Customer Advocacy 

Customer advocacy programs are powerful growth drivers—but to secure leadership buy-in, you need more than just enthusiasm. In this blog, you can expect to learn which metrics will resonate with leadership and how to use them to justify your program’s value.

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From Metrics to Community: The 2025 Advocacy Landscape

In 2025, expect increased emphasis on data-backed metrics to justify program value, the blending of advocacy and marketing roles, and the rise of personalized outreach powered by AI. Community-building initiatives, enhanced employee advocacy, and innovative formats like video storytelling will redefine how businesses engage advocates. These trends highlight advocacy as a business-critical strategy that fosters deeper connections, drives growth, and extends customer lifespans.

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Technology, Best Practices, Data Management Jen Doyon, Principal Technology, Best Practices, Data Management Jen Doyon, Principal

The Road to Advocacy Program Optimization

Jennifer Doyon, a Principal at Referential, shares insights from her 15 years in customer advocacy. In this Q&A, she discusses the key considerations when selecting a Reference Management System (RMS) or Customer Advocacy Platform (CAP), and how Referential helps clients justify their advocacy program budgets, optimize platform performance, and implement best practices.

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Program Management, Data Management, Best Practices Regina Dawkins, Senior Advocacy Consultant Program Management, Data Management, Best Practices Regina Dawkins, Senior Advocacy Consultant

From Process to Precision: Essential Insights on Process Documentation and Data Management

In this insightful Q&A, a seasoned customer advocacy consultant with over eleven years of experience shares best practices for managing process documentation and data in customer reference programs. The discussion covers essential data points to prioritize, strategies for ensuring consistency and accuracy, and the importance of continuous process improvement. The consultant also highlights how critical it is to adapt documentation to an organization’s unique needs and goals while keeping it dynamic and accessible to the team.

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