Advocacy asks at the right moment
Asks for a review, a referral or a case study just after a customer wins something, and never asks the same person twice inside 90 days.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon6 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Spot the goodwill moments
Coming soonBlu builds a step
- 2
Find who is ready to be asked
Coming soonBlu builds a step
- 3
Write one ask per moment
Coming soonBlu builds a step
- 4
Let them volunteer in the app
Coming soonBlu builds a step
- 5
Ask once, follow up once
Coming soonBlu builds a step
- 6
See which asks get a yes
Coming soonBlu builds a step
About this recipe
When to use it
A generic 'leave us a review' ask misses the specific moment a customer is genuinely pleased - first value achieved, a renewal just closed, a milestone hit. This detects that moment and matches the ask to it.
What it delivers
Detects natural advocacy moments via an AI attribute - first value achieved, expansion completed, renewal closed, a high-engagement streak, a customer milestone - and fires a contextual advocacy ask matched to the moment: review, referral, case study, or speaker opportunity.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Asks for a review, a referral or a case study just after a customer wins something, and never asks the same person twice inside 90 days.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Spot the goodwill momentsCreate an AI-derived attribute 'active_advocacy_moment' on the User/Account object. Detects natural advocacy windows (when goodwill is highest). Inputs: (a) first-value-achieved events (key activation milestone), (b) expansion-completed events (account just upgraded), (c) renewal-closed events (just renewed for another term), (d) high-engagement-streak (consecutive weeks of strong activity), (e) customer-success-milestone (reached usage benchmark, completed initial use case), (f) explicit positive support sentiment, (g) NOT during friction or churn-risk. Output: object with moment_type, moment_strength (high/medium), recommended_ask (review / referral / case-study / speaker-opportunity / roadmap-feedback), and ask_recipient_role (champion / economic-buyer / power-user).
- 02Find who is ready to be askedBuild a segment 'Advocacy-ready' capturing users where active_advocacy_moment is high-strength in the last 7 days AND the user hasn't been asked for an advocacy action in the last 90 days (avoid donor fatigue) AND there's no active friction/churn signal (the timing is genuinely good, not just numerically positive). Partitioned by recommended_ask so the journey routes accordingly. Use the result of "Spot the goodwill moments".
- 03Write one ask per momentGenerate advocacy-ask email variants per recommended_ask. Review ask: 'You just [hit milestone]: would you share your experience publicly? Takes 3 minutes.' Includes one-click links to G2, Capterra, or the relevant review site, pre-filled where the platform allows. Referral ask: 'You're [in top X% of users / just expanded / just renewed]: know anyone who'd benefit from [Product]? Here's your referral code for [reward].' Case-study ask: 'Your team's [specific achievement] is a great story: would you be willing to share it as a customer case study? Our marketing team will do all the writing.' Speaker-opportunity ask: 'We have a [conference / webinar] coming up (would you be interested in speaking?' Roadmap-feedback ask: 'You're using [Product] in such interesting ways) can we get 20 minutes for product roadmap feedback?' Tone: peer-respectful, never transactional. Send-from: named CSM or success lead, never marketing@. Use the result of "Spot the goodwill moments", "Find who is ready to be asked".
- 04Let them volunteer in the appConfigure a recommendation surface 'Advocacy opportunities' that activates for advocacy-ready users in the in-app dashboard. Shows the user 2-3 advocacy actions they could take, each with a clear effort estimate ('3 min', '15 min', '1 hour') and what the user gets in return (recognition, referral reward, speaking visibility). Soft-surface, discoverable not interruptive. Lets the user volunteer rather than only being asked. Use the result of "Spot the goodwill moments", "Find who is ready to be asked".
- 05Ask once, follow up onceBuild a journey wired to advocacy-ready segment. Touch 1 (Day 1 after moment detected): advocacy-ask email matched to recommended_ask. Touch 2 (Day 0 of touch 1): activate recommendation surface in-app. Touch 3 (Day 7, ONLY if user engaged with touch 1 OR rec-surface): light follow-up with concrete next step ('You said you'd love to refer someone: here's the link to send them'). Branch: if user submits an advocacy action (review left / referral submitted / case-study agreed / etc), tag the user as 'active advocate' for cross-team awareness AND ensure they're prioritized for future advocacy opportunities. Exit on: action completed (success: log advocacy_event), explicit decline (respect), or 14-day timeout. No badgering. Use the result of "Spot the goodwill moments", "Find who is ready to be asked", "Write one ask per moment", "Let them volunteer in the app".
- 06See which asks get a yesCompose an advocacy program dashboard: advocacy-moment detection volume per week, ask-to-action conversion rate by ask type (which advocacy asks actually convert: referrals usually beat reviews in volume but reviews beat referrals in long-term value), top advocates (users who have completed 3+ advocacy actions: this is the inner-circle list to nurture specially), and downstream attribution (reviews influencing G2 score, referrals creating new pipeline, case studies appearing in sales decks). Reframes CS work from 'retention cost-center' to 'pipeline contributor'. Use the result of "Spot the goodwill moments", "Find who is ready to be asked", "Write one ask per moment", "Let them volunteer in the app", "Ask once, follow up once".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /milestone-driven-advocacy-asks in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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