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.

Customer Marketing and Advocacy Blog | Referential Inc.
Scaling Customer Advocacy with the Right Support
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.

Cutting Monthly Outreach Hours Without Cutting Corners 
Cutting Monthly Outreach Hours Without Cutting Corners 

Managing customer advocacy recruitment at scale often means juggling spreadsheets, account executives, and repetitive emails. By structuring data for Zapier automation, you can cut hours of manual work while keeping outreach accurate, personalized, and impactful.

Executing Large-Scale Customer Advocacy at Meraki
Executing Large-Scale Customer Advocacy at Meraki

At CustomerXCon 2024, Cisco Meraki’s former Director of Global Customer Marketing shared how a small team leveraged external support to successfully launch a major advocacy project—proving that the right partner can drive both strategic direction and scalable results.

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Recruitment, Best Practices, Customer Engagement Emily J Feber, Advocacy Consultant Recruitment, Best Practices, Customer Engagement Emily J Feber, Advocacy Consultant

Assumptive Recruiting: Getting On Their Calendar

Catch more advocates with a proactive 'assumptive invite' strategy. Referential’s personalized approach respects a would-be participants’ time while highlighting the value of joining an advocacy program. Opt-out options and flexibility ensure a positive experience. Learn how to boost your recruitment rates today!

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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.

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