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Advocacy Pipeline Manager

Happy customers become reviews, case studies, and referrals on purpose — not by accident.

Best forAgencyB2BSaaSServices
Agents8 required
Duration3-5 minutes

Advocacy happens by accident because nobody has time to spot the moment a customer is ready to say yes publicly. This recipe makes it a pipeline. It scans the CRM for accounts with a recent win, strong engagement, and positive verbatims in their emails, tickets, and survey replies; sentiment is verified from the actual words, not a gut feel. Each ready account is matched to the right ask — a review where the win is product-level, a case study where there's a measurable story, a referral where the relationship is warm, a quote where the win is quotable. The personalized ask is drafted from the account's real win story, the case-study outline is written for anything case-study-shaped, and every outreach is staged as a Gmail draft behind one approval gate. An account already asked in the window is never double-asked, and reruns restate instead of duplicating.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve the window, ask-type rules, and ask-history from memory; dedupe so no account+ask-type is touched twice in a window.

workflow orchestrator
01

Pull accounts with recent closed-won moments, strong engagement, and warm relationships from HubSpot, with prior advocacy activity flagged.

crm scanner
02

Scan the actual customer words — emails, ticket threads, survey replies — and verify positive sentiment with a quoted verbatim per candidate.

sentiment analyst
02

Match each advocacy-ready account to the right ask — review, case study, referral, or quote — from the shape of the win and the destination it fits.

social strategist
03

Draft the personalized ask grounded in the account's real win story, plus the case-study outline for anything case-study-shaped.

content writer
03

Stage the outreach as a Gmail draft per account — subject, short body, one concrete ask, easy out.

email writer
04

Stage the full batch — candidates, verbatims, asks, drafts, outlines — for one-click approval; on approval, create the Gmail drafts and stage document drafts, returning receipts.

distributor
04

Assemble the summary: candidates found, ask types, held-out accounts with reasons, and the in-hub footer when connections are missing.

report formatter

Required Agents

8
  • workflow-orchestrator
  • crm-scanner
  • sentiment-analyst
  • social-strategist
  • content-writer
  • email-writer
  • distributor
  • report-formatter

Connections

Required

gmailgoogledocshubspot

Optional

googledocsnotion

What it does

  • Detects advocacy-ready accounts: recent win, high health, positive verbatims
  • Sentiment verified from actual customer words, not a single flag
  • Right ask per account: review, case study, referral, or quote
  • Personalized ask drafted from the account's real win story
  • Case-study outline drafted per accepted case-study ask
  • Gmail outreach drafts staged for approval — nothing sends unreviewed
  • Ask-history dedupe so an account is never double-asked
  • Idempotent per account + ask-type + window — reruns update in place, never duplicate

Example prompt

Find customers who had a recent win and are saying nice things — match each to the right ask and stage the outreach emails for my review.

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