Request for Advocacy 101 Presentation Deck Explaining Value and Impact Beyond Top Activities

·Aug 04, 2026 08:18 PM·

Hello hello, CMAers. Curious if anyone here has an advocacy 101 type deck that you used when there was a change in leadership to illustrate what it is, the value, and how it goes beyond top advocacy activity?

5 comments

· Sorted by Oldest

Mary Green
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I do not have this, but I would try Kevin Lau's GPT and ask what is important to put in a deck like that. He's always got great ideas for showing value.
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Rachel Haney
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here's a slide from deck I've made recently. For executive/leadership answer the why, what and how. bonus if you can bring in ROI impact. Plus tie in how your advocacy rolls up into any company wide OKRs
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Gianna Scorsone
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Cheyenne Robinson the presentation we just did has three slides I believe will be helpful.
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the bowtie, aligning activities to the customer journey stages
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Metrics / departmental + program based
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Exec level metrics
Allie Thoms could you do me a solid and send Cheyenne the recording and a copy of the deck since I am in the airport??!!! thx!!
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Mauro Perez-Gaona
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Something to keep in mind in these cases is that a deck built around top advocates and quotes is easy for leadership to read as if it just happened. What tends to land better is a slide showing the operating model behind those moments, describing how accounts get identified, what makes one advocacy-ready, and how that connects into the pipeline or renewal. That's usually the real question behind 'beyond top advocacy activity': Is this a program, or a handful ad hoc things that just happen? Worth pairing the why/what/how with one slide that's explicitly capture, qualify, activate.
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Cheyenne Robinson
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Thanks all!! I have a meeting this week with our new leadership and will be absolutely using the suggestions shared here. I've also shared some resources with the new customer marketing team and expressed how it seems the view of advocacy is trending towards speaker sourcing and case studies, but that is not the full picture. Hopeful, I can help lead the charge on why retaining an advocacy program is essential and regressing to a basic output only program is a risk to the business.
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