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.

See a topic you’d like to learn about in greater detail? Contact us! We’d love to start a conversation.

Looking for something specific?

Recruitment, Best Practices, Program Management The Referential Team Recruitment, Best Practices, Program Management The Referential Team

Recruitment and Trust Go Hand-In-Hand: Employee Highlight Series

In this Q&A, we delve into insights shared by Referential's Advocacy Consultants, Kristian Gallego and Rob Lisama, on the challenges and strategies involved in customer recruitment for advocacy programs. They discuss overcoming common hurdles like database management and client engagement, emphasizing the importance of trust-building and leveraging technology effectively to drive successful recruitment outcomes.

Read More
Customer Engagement, Best Practices, Program Management Ryan Quackenbush, Principal Customer Engagement, Best Practices, Program Management Ryan Quackenbush, Principal

Program Management of an AdvocateHub: Let’s Talk Naming Conventions

When you become an admin of an Influitive AdvocateHub, it is essential you think both short and long term about overall strategy. This post explains a simple best practice that enables admins to see the dates, target audience, challenge creator and more at a simple glance and, more importantly, with a simple search!

Read More

Employee Highlight: Advocacy Program Management at a Fortune 500 Company

This blog features a Q&A with Senior Advocacy Consultant Barbara Leavy, in which she speaks about her experience managing the advocacy program at a fortune 500 company. Topics include navigating acquisitions, setting client expectations, the challenges of massive product portfolios and more!

Read More
Materials Creation, Program Management, Technology Alex Feber; Manager, Creative Services Materials Creation, Program Management, Technology Alex Feber; Manager, Creative Services

What My Eighth Grade Graduation and a Multibillion-Dollar Company Have in Common

Filming customer testimonials for our clients is a team process that involves multiple hours of work, which includes reviewing existing case studies and potential client interviewees. Maintaining regular touch points with the client to ensure there is a full understanding of the participants, and also to formulate relevant and valuable interview questions.

Read More
Data Management, Metrics and Reporting, Program Management, Technology Ryan Quackenbush, Principal Data Management, Metrics and Reporting, Program Management, Technology Ryan Quackenbush, Principal

Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 2 of 3

In part one of this series, I spoke about a way in which I put together a recruitment report for my clients using RO Innovation (formerly ReferenceView) that is both easy to assemble and to understand…

Read More
Metrics and Reporting, Program Management, Technology Ryan Quackenbush, Principal Metrics and Reporting, Program Management, Technology Ryan Quackenbush, Principal

Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 1 of 3

Customer marketing and advocacy, like all other departments, needs to demonstrate its value to the larger organization. When Referential works with clients, I and my colleagues strive to ensure the quality of work we deliver is timely and, most importantly, impactful. What’s the quickest way to demonstrate this?

Read More
Customer Engagement, Program Management, Recruitment, Training and Certificates Taylor Messer, Advocacy Consultant Customer Engagement, Program Management, Recruitment, Training and Certificates Taylor Messer, Advocacy Consultant

The Top Six Steps to Effective Communication

Effective communication is important for Project Managers and all professionals, alike. It forms the basis of any successful endeavor. You must be able to clearly convey a message while synthesizing responses from your audience.

Read More
Data Management, Metrics and Reporting, Program Management Barbara Leavy, Senior Advocacy Consultant Data Management, Metrics and Reporting, Program Management Barbara Leavy, Senior Advocacy Consultant

Customer Advocacy Program Metrics: How to Adapt Reporting to Changing Business Priorities

How do you know when it’s time to adapt your metrics strategy, and how do you figure out which new accomplishments to report on? Read on for tips and examples of shifting company priorities that may signal it’s time to adapt your metrics and reporting strategy.

Read More