Customer Advocacy Program Launch Brief

Launch Your Customer Advocacy Program with Confidence

Building a customer advocacy program can transform satisfied customers into authentic brand champions—but only if you start with a clear, shared brief. This Customer Advocacy Program Launch Brief template helps marketing teams, customer success managers, and agency professionals capture every essential detail before launch: who your ideal advocates are, how you'll engage them, what content they'll create, and how you'll measure success.

Whether you're launching your first advocacy initiative or scaling an existing program, this template ensures stakeholders align on goals, criteria, incentives, platform needs, and impact metrics from day one. The structured format guides you through advocate identification criteria, engagement touchpoints, content creation opportunities, reward structures, and the technical requirements needed to support the program.

Paperform makes it easy to turn advocacy briefs into action. Use conditional logic to adapt questions based on program type or budget tier, embed the form directly into your internal wiki or project hub, and automatically route completed briefs to the right teams. With Paperform's native integrations, you can push brief data into your CRM, project management tools like Asana or Notion, or trigger a Stepper workflow that kicks off onboarding sequences, assigns tasks to stakeholders, and keeps your program launch on track.

Perfect for SaaS companies, eCommerce brands, agencies managing client advocacy programs, and any business looking to systematically activate their happiest customers. Start with a clear brief, execute with confidence, and build an advocacy program that delivers measurable business impact.