Best Practice Report

Navigating Customers’ Internal Teams For Advocacy Asset Approval

September 28th, 2023
Amy Bills, VP, Principal Analyst
Amy Bills VP, Principal Analyst
Lisa Nakano, null
Lisa Nakano
With contributors:
Dave Frankland , Alesia Garrett , Ellen Lind

Summary

For customer engagement functions trying to obtain customer advocacy assets (e.g., case studies, testimonials), the legal and communications approval process can be a daunting, uphill struggle. This is especially true of scenarios in which the customer participated from the beginning and the story is compelling, but the effort is derailed in its final stages by unanticipated concerns. In this report, we provide guidance for managing the communications and legal aspects of creating and gaining approval of customer advocacy assets.

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