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Customer Advocate Database

Use this template to track your customer advocates by key information, levels of engagement and referrals.

  • Estimated time required: 2 hours
  • Skills required: Microsoft Excel (advanced)

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Customer Engagement Playbook

This tool can be used alone, but it’s also part of the comprehensive Customer Engagement Playbook. It provides step-by-step planning guidance while also helping you utilize more than 20 downloadable tools from the popular AMA Marketer’s Toolkit library.

This tool is powered by Demand Metric.