Wynn Tanner

Hey Lauren Turner I really appreciate your thoughts here. I've been thinking about how to build a more structured Advocacy program (why I'm responding to a post from August...) I know most of the advocates I want speaking on our behalf in a very public way wouldn't care about extrinsic motivators, but we have a lot of needs to fill on the social, peer review, customer quotes, references side of things that our mid- to small-company champions might be willing to. I'd love to be able to put a request out to those smaller company champions to fill those needs quickly, but feel like I should be thinking about it together with the bigger needs, too. Do I make it a branded program? Do I only focus on intrinsic motivators? Do I just start by reaching out to customers to see what they're interested in participating in, and use that as a baseline, without any sort of formal program? How do you recommended building for scale with a diversification of needs that we have for the business? Anyway - clearly I have a lot swirling around! Maybe I could pick your brain on this.

For my last team we were using Smartsheets to track everything (not great but it’s what we had) and I had a kanban board view that I shared with my manager and his, and then created a dashboard view as well (working with my ops team) to view stats of published and in progress Right now I’m using Asana and plan to do the same. Although don’t like that I can’t pull in SFDC data easily to make things move faster when adding new customers to the list etc

Emily Coleman Thanks, and I'm sure it will be a beautiful process when it gets there. Do you have any other place you track customer advocate data? like beyond the project itself?

Wow Emily Coleman! I'm new to Asana completely so have no idea the capabilities within it, so this is really good to know. Christine Newman has a great project tracker, too. Two Questions:

Christine Newman I'm just starting a new job leading customer stories and the marketing team uses Asana. I've never used Asana so would love to see how you use it. Do you also use to keep all your info on advocates? or just to manage project work?

Same wynntanner@gmail.com

Non-platform vendor rec would be Nadel. If you wanted to just have a convo with someone I have a good friend who would be down to talk with you just to understand what you need! She’s super creative and just has fun ideas (if you wanted to innovate a bit) Jessica.harrison@nadel.com