Advocacy strategy template

What is an advocacy strategy template?

An advocacy strategy template is a structured planning tool designed to help businesses turn satisfied customers into passionate brand advocates.

It guides you through aligning internal goals with customer needs, ensuring you’re not just delivering great products, but also creating champions who willingly promote your brand.

Whether you’re looking to boost referrals, enhance credibility, or build a stronger community around your product, an advocacy strategy helps you do it with intention and clarity.

What’s inside the template?

This easy-to-use template walks you through the core components of building a targeted advocacy plan, including:

• Problem definition: Identify the key challenge you're solving to better align with your loyal customers.
• Overall aim: Clearly state what success looks like for your advocacy initiative.
• Specific objectives: Break your aim into SMART objectives (Specific, Measurable, Achievable, Realistic, Timebound) that track progress.
• Progress tracking table: Monitor the status of each objective with built-in fields for status, dates, and comments.

By filling out this template, you create a living document that aligns your team, clarifies priorities, and keeps your strategy focused and outcome-driven.

How to use the template

1. Start with the problem: Clarify what you're trying to change or influence through advocacy.
2. Define your overall aim: Set the north star for your initiative so your team knows where you’re heading.
3. Outline up to four SMART objectives: These are your actionable targets—realistic steps toward your advocacy goal.
4. Track your progress: Use the included table to record achievements, monitor progress, and stay accountable.
5. Iterate as needed: Advocacy is dynamic. Revisit and refine the strategy as you gather feedback and results.

Download your advocacy strategy template

Advocacy strategy template

Advocacy strategy template An advocacy strategy is a plan of work designed to turn loyal customers into active spokespeople for your brand. It’s about inciting change in your common practices to better align your business with your loyal customers to turn them into raving advocates. The purpos…

Google Docs