Record the advocate, organisation, recipient or account, date and activity type. For an introduction, preserve the request and delivery evidence. For a reference call, record participation and the concern it helped address.
Associate the relevant contacts and opportunity where appropriate. Use stable identifiers rather than only free text. Some activity supports an existing deal rather than sourcing a new one.
Define sourced, influenced and unassigned outcomes. Supplement records with buyer self-reporting or account-team context where useful, while labelling recalled information as such.
Track frequency and participation as well as contribution. A successful advocacy programme protects customers from excessive requests and provides appropriate feedback.
Orbb is relevant to the introduction and network activation portion. Keep other advocacy work visible too; a referral service does not automatically replace references, community or public customer storytelling.
Report traceable contribution rather than pretending every untracked conversation can be reconstructed precisely after the deal closes.