Templates · Customer Success
Customer Advocate Welcome Kit Template
Onboard new brand promoters professionally
Overview
This template provides a structured format for your advocate welcome kit, ensuring consistency and professionalism. It includes sections for program overview, referral instructions, brand assets, FAQs, and contact information. Populate it with your specific details to empower your advocates from day one.
Purpose
Members use this to efficiently onboard new customer advocates, equipping them with the tools and information needed to succeed as brand promoters and referrers.
Why it matters
A well-designed welcome kit sets advocates up for success, clarifies expectations, and reinforces their value to your brand, leading to higher engagement and more effective referrals.
Unlock the full playbook
The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.
When to use it
Use when a customer expresses interest in becoming a brand advocate or after they join your program.
Tags
- advocate-onboarding
- welcome-kit
- brand-promoters
- template
- customer-engagement
Related assets
- Advocacy Journey Map: Customer to Champion
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- Advocacy Amplifier: Tiered Referral Framework
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- AI Prompt Pack: Customer Advocacy Engines
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- Advocate Program Design Worksheet
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