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.
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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.
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!
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!
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.
Obsession CLG Tour 2023: Speaking, Attending & Sponsoring
Obsession CLG Tour 2023, organized by Base and sponsored by Referential, offered impressive content and opportunities to network. Read on to find our why it was so engaging, and what some companies are doing to succeed using customer marketing and advocacy.
Referential All-Hands ‘23: Using Time Together to Strategize and Optimize
Referential held its annual All-Hands meetings at Bear Lake in Utah this year! A week together spent team building, going over best practices, customer challenges and wins, and forming a game plan for the next year.
The Imposter Syndrome is Real, or, How I Got Out of My Own Head and Back Into the Workforce
It turns out that imposter syndrome is not unique to a stay-at-home parent returning to the workforce – many of us underestimate ourselves and overestimate others.
6 Steps to Successfully Work with Global Teams
The hardest part of getting buy-in from sales and customer success teams? These are busy people and often advocacy feels like just one more headache when their plate is already full. Read on for quick tips on how to encourage sales and customer success teams to engage with your cohort of customer champions!
When Mergers And Acquisitions Meet Existing Advocacy Programs At The Enterprise Level: Our POV
Referential continues to provide strategic guidance to enterprise-level clients as they proceed through M&As. The process is complicated, and there is no shortage of challenges such companies face.
2023 Customer Marketing and Advocacy Programs: The Crystal Ball Says…
The Referential Team offers some insights into the trends we observed in customer marketing in 2022, and what we feel this may portend in 2023, read on for our insights.
Reflections On The Past Year, Well Wishes For The Year Ahead
This holiday season, from us to you, we hope it’s the best yet!
Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 3 of 3
Putting together a recruitment report using RO Innovation (formerly ReferenceView) is easy to put together, and easy to understand!


To better understand the approach of SlapFive and strengthen Referential’s ability to advise clients on connected advocacy ecosystems, earning a Workato Level One Certification was a priority.