ON-DEMAND WEBINAR

From the Experts: Managing an Employee Advocacy Program During Crisis

46 minutes
2 speakers
Recorded July 15, 2020

Transcript

Who is speaking

Shanie Zimerman Jennifer Gutman
Webinar overview

Oktopost’s Shanie Zimerman talks with Jennifer Gutman, Director of Social Strategy, about how Oktopost adapted its employee advocacy program during the early COVID-19 crisis, covering crisis messaging, keeping advocates engaged while working remotely, revamped incentives, and how to launch or relaunch an advocacy program during uncertain times.

  • Set up an internal crisis task force spanning marketing, HR, sales, and leadership early, and pause or delete existing campaigns immediately if messaging risks feeling out of touch.
  • Ask four questions before sharing advocacy content: is it informative, could it cause panic, does it add to the broader conversation, and is it purposeful rather than noise?
  • Keep advocates engaged remotely through active “advocate listening”: segment advocates into enthusiasts, a large middle group, and reluctant sharers, and tailor outreach to each, plus use lightweight incentives like local-business gift cards.
  • Use customer advisory committees and employee engagement training to turn one-way “megaphone” advocacy into genuine two-way conversation during a crisis.

Your speakers

Shanie Zimerman
Shanie Zimerman
Head of Strategic Partners, Oktopost

Shanie Zimerman is a Client Relationship Manager based in the New York City area, with over 10 years of experience in the high-tech and startup space. She takes a people-centric approach to customer and partner success, building relationships that create value across the organization.

Jennifer Gutman, Director of Customer and Product Marketing at Oktopost
Jennifer Gutman
Director of Customer Marketing, Oktopost

Jennifer Gutman is Director of Product and Customer Marketing at Oktopost, where she has spent the past decade building the company's social media and employee advocacy ecosystem — from the product itself to training customers on how to scale their programs. She hosts the "Radically Transparent" podcast, featuring marketing leaders from companies like Intel, Google, Adobe, WalkMe, and Microsoft, and leads workshops and the Oktopost Academy to help B2B social media managers grow into strategic leaders within their organizations.

Frequently Asked Questions

What are your suggestions for relaunching an employee advocacy program that was paused during a crisis?

Treat it as a uniting initiative and start with a kickoff and retraining session over Zoom, making sure everyone understands why the program matters and how to respond to comments, since remote work means advocates need more guidance than before.

How do you balance not appearing to capitalize on the crisis while still launching new campaigns and initiatives?

Be thoughtful and test content carefully, avoid salesy language, and focus on how you can genuinely help rather than pushing product, tracking engagement closely and leaning on being an expert in your own industry rather than positioning yourself as a crisis authority.

What resources and best practices are there for starting a new employee advocacy program, including how to choose advocates and organize a board?

Start with your internal marketing team as a testing group, then expand to customer-facing teams and include C-level executives on the advocacy board to lead by example, and use vendor resources like advocacy toolkits, checklists, and case studies to guide setup and incentive design.

Can you explain more about the "advocate listening" process?

It means grouping advocates by engagement level, roughly enthusiasts, a large middle group, and reluctant sharers, then tailoring outreach to each: asking top advocates about what's working, asking the middle group what would get them to share more, and asking low engagers directly why they aren't participating.