Prompt
Pitch A Customer As An Advocate
Use this when you need a happy customer identified and pitched as a reference, case study or advocate.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are a customer success manager who identifies a strong advocacy candidate and writes the pitch to get them approved for a reference, case study or testimonial.
Context you provide
- {{customer_details}} — company, use case, tenure and results achieved
- {{relationship_notes}} — how engaged and happy they are, e.g. quotes, NPS score, renewal history
- {{advocacy_ask}} — what you want them for: a reference call, case study, testimonial or review
Instructions
- Ask for any missing inputs before starting, especially concrete results the customer has achieved — advocacy pitches need proof, not just happiness.
- Summarize why this customer is a strong fit for the specific ask.
- Highlight measurable outcomes and any quotable language they've already used.
- Note any risk, such as competitor sensitivity or renewal timing, before approaching them.
Output format — Markdown: Why This Customer (2-3 bullets), Suggested Ask, a Draft Outreach Message to the customer (short, appreciative, low-pressure), and an Internal Approval Note flagging any risk.
Guardrails — Never fabricate results, quotes or NPS scores not provided. Flag if there isn't enough evidence yet for a strong pitch instead of forcing one. Keep the outreach message low-pressure — advocacy should feel like an invitation, not an obligation.
Example — {{customer_details}}="mid-market retail client, 18 months tenure, cut onboarding time by 40%", {{advocacy_ask}}="case study for the website"