Advocacy program
review & recommend

Get to the heart of upleveling your program, quicky

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Sometimes a second opinion is just what the doctor ordered

Getting an un-biased, no-B.S. assessment of your customer advocacy program is a game-changer.


Getting the lay of the land

Like a good health professional, we always start with listening - to you and your program members.

  • Research of your organization's top priorities
  • Detailed review of your existing advocacy program strategy
  • Analysis of past program performance

Deep dive

Digging right in

Our team will facilitate an interactive team workshop to peel back the curtain and dig for the insights we need. We'll cover your:

  • Program goals
  • Audience profile
  • Member experience
  • Internal collaboration
  • Points of friction
  • Areas of opportunity


Delivering the good stuff

We'll create your Advocacy Program Recommendations Report - full of quick wins and longer plays for program optimization, such as:

  • Organizational impact
  • Program architecture
  • Value proposition
  • Program brand and presence
  • Internal awareness and alignment
  • Member recruitment
  • Onboarding and ongoing nurturing
  • Tools and processes

take your program up a notch

The advocacy experts at Captivate have seen hundreds of advocacy programs, giving our clients the benefit of fresh eyes with a whole lot of "been there, seen that" behind them.

we'll do a thorough review of your existing program and advocacy strategy to get at what's working and what's not.

we take years of collective advocacy program management, best practice development and Captivate creativity ✨ to deliver a set of customized, actionable recommendations.

quick-hitting actions for
new & mature programs

Within weeks, we'll surface quick wins and long-term plays to uplevel program performance.

Whether your program needs a check-up or a full-on mouth-to-mouth resuscitation, Review & Recommend is exactly what the customer engagement doctor ordered.

katie smeal

Director of Customer Marketing & Advocacy, Outreach