What it does

Use when a user mentions "milestone advocacy asks", "lifecycle advocacy", "natural advocacy moments", or asks for related help. Detect natural advocacy moments via AI attribute — first value achieved, expansion completed, renewal closed, high-engagement-streak, customer-milestone-hit — fire contextual advocacy ask matched to moment (review / referral / case-study / speaker opportunity). The Captivate Collective Lifecycle Advocacy framework.

You get

Attribute

AI-Derived Attribute produced by this recipe.

Segment

Segment produced by this recipe.

Content Asset

Asset produced by this recipe.

Recommendation

Recommendation Surface produced by this recipe.

Journey

Journey produced by this recipe.

Dashboard

Dashboard produced by this recipe.

How it works

1

Build Advocacy-Moment AI Attribute

create_ai_attribute

Create an AI-derived attribute

Produces:Attribute

2

Identify Advocacy-Ready Users

Create Segment

Build a segment

Produces:Segment

3

Build Per-Ask Content Variants

Generate Content

Generate advocacy-ask email variants per recommended_ask. Review ask:

Produces:Content Asset

4

Build Advocacy Recommendation Surface

create_recommendation

Configure a recommendation surface

Produces:Recommendation

5

Build Advocacy Journey

Create Journey

Build a journey wired to advocacy-ready segment. Touch 1 (Day 1 after moment detected): advocacy-ask email matched to recommended_ask. Touch 2 (Day 0 of touch 1): activate recommendation surface in-app. Touch 3 (Day 7, ONLY if user engaged with touch 1 OR rec-surface): light follow-up with concrete next step (

Produces:Journey

6

Build Advocacy Program Dashboard

Build Dashboard

Compose an advocacy program dashboard: advocacy-moment detection volume per week, ask-to-action conversion rate by ask type (which advocacy asks actually convert — referrals usually beat reviews in volume but reviews beat referrals in long-term value), top advocates (users who have completed 3+ advocacy actions — this is the inner-circle list to nurture specially), and downstream attribution (reviews influencing G2 score, referrals creating new pipeline, case studies appearing in sales decks). Reframes CS work from

Produces:Dashboard

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What it does

You get

How it works

Build Advocacy-Moment AI Attribute

Identify Advocacy-Ready Users

Build Per-Ask Content Variants

Build Advocacy Recommendation Surface

Build Advocacy Journey

Build Advocacy Program Dashboard

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