4 employee advocacy templates to boost any advocacy program

Employee Advocacy Published: January 17, 2021
4 employee advocacy templates to boost any advocacy program

These Employee Advocacy templates were built to be used anytime throughout the employee advocacy journey.

From listening to advocates and applying feedback, to launching a successful pilot program, using the Employee Advocacy templates will save you time in planning and sustaining your program. Here are 4 Employee Advocacy Templates to Boost Your Program Success:

Employee advocacy survey

What’s that old saying? We have two ears and one mouth for a reason?

Marketers running employee advocacy programs can improve their success by showing that they care. One of the best ways to do this is by listening to what advocates have to say about their engagement in the program and implementing their feedback.

Be transparent about the advocacy program’s goals and share employee feedback with program stakeholders and even the advocates themselves.

Here is a template of questions for the kick-off survey that can be used any time throughout an advocacy program to help guide program leaders in the right direction:

Download the employee advocacy survey.

Employee advocacy pilot checklist

Employee advocacy pilots are always a good idea.

They allow program leaders to select the right people, drive adoption, and gain buy-in from leadership to launch a successful program.

There are often many moving parts to the pilot, and quite a few people involved in making the pilot a success. Because of this, a checklist will keep you organized as you launch your pilot and prepare for the live rollout.

Download the employee advocacy pilot checklist.

Employee advocacy pilot presentation

C-level executives may not be immediately sold on employee advocacy. Therefore, building a business case from the pilot period to show that employee advocacy can have a meaningful impact on business objectives is often a step in the right direction.

In this presentation, demonstrate the value to employees. Present examples of how it works for other B2B organizations. Build a presentation to help walk C-level executives through your initial pilot.

At Oktopost, we’ve helped numerous customers build Employee Advocacy Pilot Presentations. To make it simple, here is a template to get started!

Download the employee advocacy pilot presentation.

Employee advocate audit

The great thing about an Employee Advocacy program is that it is always changing. Running an audit of program participants to assess the program’s impact can have many benefits.

The assessment can even aid in sparking creative engagement of advocates or incentive programs that match their followings.

These insights can even help salespeople tighten their social media profiles professionally using best practices, for instance.

Program leaders will also be able to use this information to create social selling workshops and training relevant to their unique sales organization.

This audit template will help identify active social media users in your program
and put employees with large followings to good use:

Download the employee advocacy audit.

Frequently Asked Questions

How can B2B organizations secure executive buy-in for an employee advocacy program?

Securing executive buy-in for employee advocacy in B2B requires demonstrating its tangible impact on business objectives. Launching a strategic pilot program is crucial to select key participants, drive initial adoption, and gather compelling data. Present a robust business case derived from the pilot, showcasing examples of how employee advocacy benefits other B2B organizations and directly contributes to C-level goals like brand reach, lead generation, and talent acquisition.

What are key strategies for optimizing an existing B2B employee advocacy program?

Optimizing a B2B employee advocacy program involves continuous listening and adaptation. Implement employee advocacy surveys at various stages to gather advocate feedback on engagement and program effectiveness. Regularly audit program participants to assess overall impact, identify highly active social users, and spark creative engagement initiatives or tailored incentive programs. Transparency about program goals and sharing feedback with stakeholders also fosters a more engaged and effective advocate community.

What are the essential steps for launching a successful employee advocacy pilot program in a B2B context?

A successful employee advocacy pilot in a B2B context involves several critical steps. Begin by carefully selecting the right employees to participate, focusing on those likely to drive adoption. Utilize a comprehensive checklist to keep all moving parts organized, ensuring a smooth pilot launch and preparation for a wider rollout. During the pilot, focus on building a strong business case that clearly demonstrates the program's value to both employees and the organization, which is essential for gaining broader leadership buy-in for a full-scale launch.

How can businesses effectively measure the impact and ROI of employee advocacy?

Measuring the impact and ROI of employee advocacy involves consistent assessment and data-driven insights. Conduct regular employee advocate audits to identify active social media users, assess their engagement levels, and understand the program's overall contribution to brand awareness and business outcomes. This data can reveal which advocates are most effective and how their contributions align with specific business goals, providing valuable insights for strategic adjustments and demonstrating value to stakeholders.

What specific benefits does employee advocacy offer for B2B social selling and sales enablement?

Employee advocacy significantly enhances B2B social selling and sales enablement by leveraging employees' professional networks. It helps sales professionals optimize their social media profiles with best practices, provides insights for creating relevant social selling workshops and training, and extends the company's brand reach. By identifying influential advocates through audits, organizations can strategically amplify sales messages, generate qualified leads, and foster professional development, ultimately strengthening the sales pipeline and improving market positioning.

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