Customer Advocacy & Reference Readiness form template
This form scores how satisfied and quotable a customer is, then matches them to the right advocacy ask — a case study, a G2 review, or a reference call. Reluctant customers are gently thanked and never over-asked, while enthusiastic advocates jump straight to a scheduling page.
What’s in the box
Advocacy scoring
Satisfaction and willingness combine into an advocacy readiness score.
Right ask, right person
Each advocate is routed to the specific ask they're most willing to do.
Respectful of the rest
Low scorers are thanked without pressure — protecting the relationship.
Perfect for
- Customer marketing
- Customer success
- Advocacy programs
- Sales references
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