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RMOS Advocacy: How RMOS Identifies and Activates Customer Advocates

The Revenue Marketing Operating System (RMOS) turns product and success signals into a systematic advocacy engine. It finds champions, secures approvals, packages outcomes, and deploys proof across web, ABM, SDR, and sales—governed by taxonomy and tied to pipeline, win rate, and NRR.

Key Principles of Revenue Marketing Revenue Marketing Index

RMOS identifies advocates by unifying usage telemetry, outcomes, NPS/CSAT, support quality, and CSM notes into an advocacy score. It activates them via consent workflows, rights-managed content capture (quotes, reviews, videos, case studies), and modular packaging tagged by industry, use case, and KPI. Plays then auto-insert proof into high-intent journeys and seller kits, with attribution to sourced/assisted pipeline, win rate lift, cycle compression, and NRR.

What RMOS Changes for Advocacy

Signal graph — Connect product usage, outcomes achieved, support CSAT, and renewal health to pinpoint likely champions.
Consent-first intake — Templated legal approvals and rights management to safely capture and reuse proof.
Modular asset factory — Turn raw outcomes into snippets, one-pagers, and case studies with taxonomy tags for precise matching.
Activation everywhere — Auto-swap generic claims with peer proof on pricing, comparison, and product pages; inject into ABM and SDR sequences.
Seller enablement — Role-based kits surface the best proof by industry/use case/stage directly in CRM and sales tools.
Board-ready measurement — Sourced/assisted pipeline, win-rate delta, cycle time, referral ACV, and NRR by cohort.

The RMOS Advocate Playbook

A practical sequence for turning customer outcomes into compounding revenue via advocacy.

Ingest → Score → Consent → Capture → Package → Activate → Attribute → Govern

  • Ingest signals: Product adoption, value milestones, support CSAT, NPS, and renewal risk pulled into a unified profile.
  • Score advocates: Build an advocacy score that weights outcomes and influence; surface candidates to CSMs and Marketing.
  • Secure consent: Standard approvals, redaction options, and rights metadata to reuse assets across channels.
  • Capture outcomes: Reviews, quotes, short videos, and full case studies; maintain source files and legal status.
  • Package modular proof: Create tagged snippets by industry/use case/KPI for web, ABM, SDR, and sales kits.
  • Activate proof: Insert into high-intent pages and sequences; route references and community invites.
  • Attribute revenue: Track sourced/assisted pipeline, win rate lift, cycle compression, expansion ARR, and NRR.
  • Govern the system: Monthly advocacy council retires stale assets, funds top performers, and updates OKRs.

RMOS Advocacy Capability Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Signal Integration Manual lists Automated telemetry + CS data + NPS in CRM/CS platform RevOps/CS Ops Advocate Candidates / Mo.
Consent & Rights Email approvals Template-based legal consent with rights metadata Legal/Comms Approval Rate
Proof Production One-off case studies Modular snippets with taxonomy tags Content/Marketing New Proof Assets / Qtr
Revenue Activation Static web placement Dynamic proof across web, ABM, SDR, and sales kits Growth/Enablement Proof Touches / Opp
Attribution & NRR Clicks & views Sourced/assisted pipeline, win-rate lift, cycle time, NRR Analytics/RevOps Advocacy-Sourced Pipeline

Client Snapshot: Advocacy that Moves the Needle

When telemetry and consent meet modular proof, advocacy scales—and revenue follows. See orchestration at enterprise scale: Transforming Lead Management: How Comcast Business Optimized Marketing Automation and Drove $1B in Revenue

Use the Revenue Marketing Index to baseline your maturity, then equip teams with the Revenue Marketing Kit to build and ship advocacy assets fast.

Frequently Asked Questions about RMOS Advocacy

What signals does RMOS use to identify advocates?
Product adoption depth, outcome milestones, support CSAT, NPS, renewal health, and CSM notes—combined into an advocacy score.
How does RMOS manage legal approvals?
Template-based consent and rights metadata ensure quotes, logos, and stories are safely reused across channels and geographies.
Which assets perform best for activation?
Modular snippets and short videos placed on high-intent pages and in SDR/sales sequences; full case studies for late-stage validation.
How is impact measured?
Sourced/assisted pipeline, win-rate lift vs. control, cycle compression, expansion ARR, referral ACV, and NRR by cohort.
Where does RMOS sit in the stack?
Between CRM/CS platforms and the web/MAP: it orchestrates signals, consent, content production, activation, and revenue attribution.

Operationalize Advocacy with RMOS

Benchmark maturity and arm your team with the templates, plays, and dashboards to scale advocacy across the revenue engine.

Revenue Marketing Index Revenue Marketing Kit
Explore More
What Is Revenue Marketing? Pedowitz RM6 Insights Key Principles of Revenue Marketing Revenue Marketing Assessment (RM6) Execution & Playbooks: What Metrics Belong in a Revenue Marketing Dashboard?

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