Advocacy Foundations Package

Designing a gold standard advocacy strategy

Repeat after us: Strategy before software. 

A solid advocacy strategy always comes first, regardless of software choice. Because relying on platform vendors for strategy is like asking your partner if your butt looks good in those jeans.

Captivate delivers vendor-agnostic strategy that marries customer needs with business objectives to design the best advocacy strategy for your organization. Period.

Customer collaboration for maximum engagement

Understanding the value your program must deliver to customers is the best way to ensure long-term success - for them and you. 

What’s included: 

  • Review of existing customer personas 
  • Customer research planning session
  • Design and launch of a customer engagement survey 
  • Up to 5 1:1 customer discovery sessions

Deep-dive discovery and ideation

Accelerate your program planning with in-depth exploration led by practice experts.

Building on customer research data, our Discovery, Ideation and Strategy Workshop leads your team through the necessary building blocks of creating a true advocacy strategy.

What’s included:

  • Up to 6 hours of live team workshopping 

Program architecture and strategy

Walk away with an action-oriented  strategy that lays the foundation for your advocacy program, regardless of the technology you choose to run it.

What’s included:

  • Program Purpose, Vision, Mission and Values
  • Strategic Priorities
  • Target Audiences 
  • Key Messaging
  • Program Alignment 
  • Program Plays 
  • Metrics
  • Branding
  • Recruitment Strategies, and
  • Incentivization