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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Customer Marketing and Advocacy Blog | Referential Inc.
Getting the Band Back Together: The Power of an Annual All-Hands
Getting the Band Back Together: The Power of an Annual All-Hands
Recruitment and Trust Go Hand-In-Hand: Employee Highlight Series
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.

Assumptive Recruiting: Getting On Their Calendar
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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Metrics and Reporting, Data Management Emily Feber, COO & CFO Metrics and Reporting, Data Management Emily Feber, COO & CFO

Metrics to Help With Budget Justification

One of the most meaningful and powerful bi-annual metrics that we have in our portfolio, Client Lifetime Total Revenue and Longevity (CLTR-L) was developed to evaluate the dollar value of a client relationship over the length of the contract, and the longevity of the relationship. This metric enables us to quantifiably contrast the average value of active advocates against the average value of non-advocates. From this, we can help our clients demonstrate the tangible business impact that active advocates are making on just their part of the overall revenue.

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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.

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Data Management, Metrics and Reporting Saravanan Sakthivel, Advocacy Consultant Data Management, Metrics and Reporting Saravanan Sakthivel, Advocacy Consultant

How to Create a Pivot Table in Excel

Pivot tables are one of Excel's most powerful Microsoft tools. A pivot table allows you to extract the significant data and trends from a large, detailed data set. When analyzing your customer advocacy program data, pivot tables can be excellent tools for efficiently gathering insights on your customer advocates and advocacy assets.

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