Where Does Advocacy Fit Within the RMOS Lifecycle?
In the Revenue Marketing Operating System (RMOS), advocacy is both an output and an input: it’s earned through value realization and service excellence—and then fuels efficient acquisition, higher win rates, stronger retention, and expansion.
Advocacy touches every RMOS stage. It is activated after onboarding and value realization, expressed as reviews, references, and referrals during adoption and renewal, and reinvested into acquisition and expansion via plays that reduce CAC, accelerate stages, raise NRR, and lift CLV. RMOS makes this trackable with taxonomy, routing, incentives, and attribution—so advocacy shows up on the executive dashboard as incremental pipeline, win rate, NRR, and CLV lift.
Advocacy Across the RMOS Lifecycle
The RMOS Advocacy Playbook
Five moves to embed advocacy so it compounds growth across acquisition, retention, and expansion.
Define → Instrument → Activate → Route → Attribute → Govern
- Define roles, eligibility, incentives, and KPIs (advocacy-sourced pipeline, win rate, NRR/CLV lift).
- Instrument identity (advocate IDs, referral codes/UTMs) and value milestones that trigger invitations.
- Activate reviews, references, and referrals with compliant, in-context prompts and rewards.
- Route referred leads to fast lanes; attach references to active deals; log proof assets to CRM.
- Attribute advocacy impact with uplift/MTA and matched cohorts; display stage acceleration and payback.
- Govern monthly via a revenue council that reallocates budget from low-ROI paid to high-intent advocacy plays.
Advocacy Capability Maturity Matrix (RMOS)
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Taxonomy & Policy | Unlabeled quotes & case studies | Standardized review/reference/referral types with eligibility & brand safety | Marketing Ops / Legal | Policy Compliance, Data Completeness |
| Capture & Activation | Occasional asks | Milestone-based prompts, always-on referral offers | CS / Product Marketing | Invite→Participation %, Review Volume/Quality |
| Sales Integration | Manual reference hunting | Reference catalog & routing rules; referral fast lanes | Sales Ops | Stage Acceleration, Win Rate (Referred) |
| Attribution & Finance Tie-Out | Last-touch counting | Uplift/MTA to pipeline, NRR, CLV; bookings reconciliation | Analytics / Finance | Incremental Pipeline/ARR, Payback |
| Expansion Engine | Isolated upsells | Peer-led expansion plays and community events | CS Ops / PMM | Expansion ARR, Attach Rate |
| Executive Reporting | Anecdotes | ELT dashboard: CAC (Referral) vs CAC (Paid), NRR, CLV lift | RevOps | ROMI, CAC Payback |
Client Snapshot: Advocacy as a Growth Flywheel
When advocacy is wired into RMOS—captured at value milestones, routed to sales, and attributed to revenue—organizations accelerate cycles and reduce CAC. Explore a transformation example: Transforming Lead Management: How Comcast Business Optimized Marketing Automation and Drove $1B in Revenue
To make advocacy visible at the top table, align your dashboard metrics and program design with RMOS principles and RM6 maturity benchmarks.
Frequently Asked Questions about Advocacy in RMOS
Operationalize Advocacy Inside RMOS
We’ll codify taxonomy, prompts, routing, and reporting so advocacy powers acquisition, retention, and expansion.
Revenue Marketing Assessment (RM6) Revenue Marketing Kit