Best Practice Report

Navigating Customers’ Internal Teams For Advocacy Asset Approval

Lisa Nakano
 and  three contributors
Sep 28, 2023

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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