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AI in Customer Experience Space | BTTBS webinar

AI in Customer Experience Space | BTTBS webinar

You’ve got the tech. The budget. The strategy.

But here’s the truth: AI fails when people aren’t ready to change.
It’s not the models. It’s not the platforms. It’s not the roadmap.

AI stalls when teams don’t adopt, adapt, or align—and that leaves even the most promising initiatives collecting dust as expensive shelfware.

In this installment of our Breaking Through the Bullsh*t webinar series, we’re cutting through the hype and getting real about the human side of AI transformation. You’ll learn the missing link between strategy and execution—and what tech marketing, customer experience, and change leaders must do to drive genuine adoption and sustained impact.

What You’ll Learn

  • Why AI initiatives fail (and what to do differently)
  • How to prepare teams for new ways of working
  • Practical change-management approaches that accelerate adoption
  • How customer-facing teams can lead readiness and alignment
  • The role of communication, enablement, and iteration in long-term success

Featuring Guest Speaker

Kristi Faltorusso
Chief Customer Officer, ClientSuccess

A respected industry leader in customer success and operational excellence, Kristi brings real-world experience on what it takes to turn strategy into outcomes—without the fluff, buzzwords, or false promises.

As this infographic illustrates, a mature advocacy program is responsible for continuously identifying advocates, maintaining accurate advocacy data, protecting customer relationships, and aligning with top company goals to accelerate growth.

The infographic contains six key components. Here's a description of each for you to translate into your own talking points.

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1. The Customer Journey: From Customer to Discoverable Advocate

Every advocate starts as a customer.

The journey begins when account teams, customer success managers, support teams, and services organizations create positive experiences that build trust and confidence.

As customers achieve success, some become enthusiastic supporters of the company, its products, and its people. These customers are identified as potential advocates and introduced to the advocacy team.

The advocacy team interviews these individuals, learns about their experiences, captures important details about their interests and expertise, and creates a searchable advocate profile.

The result is a discoverable advocate: someone who can be found, matched, and engaged when the business needs credible customer voices.

Without this process, valuable customer relationships remain hidden inside co-workers’ heads or team spreadsheets, unavailable to the broader organization.

2. Many Teams. One Goal.

Great advocates are rarely discovered by the advocacy team alone. It’s really just too much to ask of any one part of the organization. Every customer touchpoint plays a part in cultivating and retaining advocates.

Customer success managers see customer enthusiasm firsthand. Account teams hear success stories during business reviews. Support teams witness customer loyalty. Product teams interact with passionate users who influence future direction.

A successful advocacy program creates a systematic way for all customer-facing teams to identify and nominate potential advocates, as well as a means for customers to self-identify..

Think of it as building a talent pipeline.

The broader the participation across the organization, the stronger and more diverse the advocate community becomes.

This collective effort ensures the advocacy database reflects the full spectrum of customer success stories across industries, products, geographies, and use cases.

3. The Advocacy Team: Stewards of the Bedrock Data

The advocacy team serves as the steward of the organization's advocacy data.

Their responsibilities fall into three primary areas.

First, they recruit continuously. Advocates change jobs, priorities shift, and customer enthusiasm naturally evolves over time. Maintaining a healthy advocacy community requires constant replenishment.

Second, they keep information current. Customer stories, product deployments, business outcomes, and willingness to participate all change. Outdated advocacy data quickly becomes unreliable.

Third, they measure and report value. Advocacy programs must demonstrate their contribution to business outcomes such as customer acquisition, retention, and expansion.

Beyond maintaining records, the advocacy team actively shapes the composition of the database to align with company growth objectives. This is essential if the program is to be seen by executives as a strategic lever vs. a low-level function an intern can run. 

If the company’s strategic direction includes expanding into healthcare, launching a new product, selling through a new channel, entering Asia, or targeting a specific buyer persona, the advocacy team ensures the advocate population evolves accordingly.

In many ways, they function as portfolio managers for one of the company's most valuable assets: customer credibility.

4. Advocates Power the Enterprise

Most organizations initially think of advocacy as a sales resource.

Sales certainly benefits from customer references, but advocacy creates value far beyond the sales organization.

  • Demand generation teams use advocates to improve campaign performance.
  • Public relations teams rely on customer voices to strengthen media stories.
  • Product marketing teams use customer experiences to validate positioning and messaging.
  • Investor relations teams use customer success stories to reinforce market confidence.
  • Digital teams create customer-driven content that resonates more strongly than vendor-created content.
  • Executives benefit from authentic customer perspectives during strategic discussions, presentations, and industry events.

The common thread is credibility.

Advocates provide something no marketing budget can purchase directly: authentic proof from real customers.

5. Integrated Program Components

Most mature advocacy programs include additional components that extend value for both advocates and the business.

  • Customer advisory boards create structured executive engagement.
  • Communities connect customers with peers and facilitate knowledge sharing.
  • Peer review programs generate public validation through platforms such as G2 and Gartner Peer Insights.
  • Recognition and rewards programs encourage participation and acknowledge contributions.
  • Customer content programs transform customer experiences into videos, case studies, webinars, podcasts, and other assets.

These activities are connected mechanisms that strengthen relationships, increase engagement, and create additional opportunities for customers to contribute.

Together, they help transform advocacy from a transactional activity into an ongoing customer experience.

6. Business Outcomes

The ultimate purpose of customer advocacy is not activity.

It is business impact.

  • A well-managed advocacy program helps organizations acquire new customers by providing trusted proof during buying decisions.
  • It helps retain existing customers by creating stronger relationships and deeper engagement.
  • It helps expand existing accounts by supporting cross-sell and upsell initiatives with relevant customer stories and peer validation.
  • Just as importantly, the program ensures advocates are neither overused nor underused, both of which can erode goodwill.

In Summary

Advocates are valuable assets. The advocacy team's job is to make sure those assets are available when needed, protected from burnout, and aligned with the organization's most important priorities.

When done well, customer advocacy transforms customer success into measurable business value. It is an enterprise capability built on trusted relationships, reliable data, and authentic customer voices.