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What Is Pedowitz Group’s POV on the Future of Advocacy & Loyalty?

Advocacy and loyalty are moving from afterthought programs to a core RM6 value engine. Our POV: design transparent value exchanges, connect member actions to outcomes, and operationalize advocacy as a growth motion—measured in your Revenue Marketing Index.

Take the RM6 Assessment Explore the Revenue Marketing Index

Our POV: the next era of advocacy & loyalty is earned, orchestrated, and attributable. Replace points-for-purchases with relationship economics—member contributions (reviews, references, stories, referrals, co-creation) earn meaningful value (access, status, outcomes). In RM6, advocacy is a lifecycle motion that improves acquisition, expansion, and retention—and it’s governed by consent, trust, and measurable impact.

What Changes Next for Advocacy & Loyalty?

Value Exchange > Discounts — Benefits shift to outcomes: faster time-to-value, exclusive enablement, roadmap previews, and peer access.
Advocacy as a System — Always-on reviews, references, UGC, and community programs tied to RM6 motions (adopt → expand → advocate).
Zero- & First-Party Data — Declared preferences and consented activity power personalization and eligibility—tracked in the RevOps stack.
Behavioral Metrics — Move beyond NPS to contribution frequency, influence on deals, and renewal health (see Revenue Marketing Index).
AI Assist—Human Led — AI surfaces likely advocates, matches stories to opportunities, and drafts outreach—humans approve and engage.
Trust by Design — Transparent qualification, clear rewards, privacy/consent controls, and accessibility-first experiences.

The RM6 Advocacy & Loyalty Playbook

Build a durable engine that earns advocacy, operationalizes loyalty, and proves revenue impact.

Define → Map → Enable → Activate → Attribute → Optimize → Scale

  • Define value exchanges: List member contributions (reviews, references, stories, referrals) and set transparent rewards.
  • Map to journeys: Tie advocacy offers to lifecycle moments (onboarding cohorts, expansion use cases, renewal milestones).
  • Enable data & consent: Standardize IDs, capture preferences, and stream community/advocacy signals into MA/CRM.
  • Activate programs: Launch reference desk, customer stories studio, review drives, and peer enablement groups.
  • Attribute impact: Connect contributions to pipeline influence, win rate lift, and retention/expansion health.
  • Optimize incentives: Test rewards (access, status, education) for cost-to-impact ratio; retire unused perks.
  • Scale with governance: Publish rules, protect privacy, and review fairness, bias, and accessibility quarterly.

Advocacy & Loyalty Capability Maturity Matrix (RM6)

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Strategy Points & promos Value exchanges linked to RM6 motions & OKRs Marketing/RevOps Revenue Marketing Index Score
Programs One-off campaigns Always-on reviews, references, stories, referrals, community Advocacy/Community Contribution Rate
Data & Attribution Manual tagging Event stream with consented IDs and multi-touch influence RevOps Influenced Pipeline/ARR
Incentive Design Generic rewards Tiered access, education, and status with fairness controls Marketing/CS Cost per Contribution
AI Assist Manual identification Predictive advocate finding & story-opportunity matching Analytics/RevOps Time-to-Find Advocate
Trust & Governance Unclear terms Transparent rules, consent, accessibility & bias reviews Legal/Privacy/Community Member Trust/CSAT

Client Snapshot: Advocacy that Moves the Needle

An enterprise provider operationalized reviews, references, and customer stories tied to expansion plays—raising win rates on reference-backed deals and improving renewal health. For large-scale transformation context, see Transforming Lead Management: Comcast Business.

Loyalty isn’t purchased—it’s earned and engineered. Advocate programs that respect consent, reward contribution, and close the loop with product and lifecycle marketing will outperform discount-dependent models.

Frequently Asked Questions about Advocacy & Loyalty

What’s the difference between advocacy and loyalty in RM6?
Loyalty is continued engagement and expansion; advocacy is contributive behavior (reviews, stories, references, referrals). Both are lifecycle motions tied to value exchanges and outcomes.
How do we prove impact to revenue?
Instrument all contributions with consented IDs; attribute to influenced opportunities, win-rate lift, and renewal/expansion changes. Roll it up in the Revenue Marketing Index.
Do we still need points and discounts?
Selective use is fine, but prioritize access, status, and enablement—benefits that compound value and reduce churn without training customers to expect discounts.
Where do communities fit?
Community is the arena where advocacy happens. Cohorts, AMAs, and user groups create surfaces for contribution and peer proof—feeding advocacy programs.
How do we manage privacy and fairness?
Use explicit consent, clear eligibility rules, grievance paths, and accessibility standards. Review incentives and AI matching for unintended bias each quarter.

Benchmark Advocacy & Loyalty in RM6

Find your maturity and prioritize plays that turn customers into lasting growth partners.

Take the RM6 Assessment Explore the Revenue Marketing Index
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What Is Revenue Marketing? Pedowitz RM6 Insights Key Principles of Revenue Marketing What Metrics Belong in a Revenue Marketing Dashboard? Revenue Marketing eGuide

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