Analysis / Customer success and renewals
Select customer advocacy candidates with evidence
Use Proforma to select customer advocacy candidates with evidence. Get evidence-based advocacy shortlist from your business data with this copyable prompt.
Customer success leader · Account manager
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Your starting prompt.
Identify potential customer advocacy candidates for [program] using our supplied success milestones, feedback and relationship criteria. Show the evidence supporting each candidate and exclude accounts with unresolved critical issues under our policy. Separate strong outcomes from confirmed permission to participate. Prepare an internal shortlist and questions for account owners without drafting public claims or contacting customers until the permitted scope is established.
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Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
For this task, check
Successful customer outcomes do not establish permission to use the customer’s name or feedback.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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Or start with your own agent
The setup prompt includes this public task. Your agent will help you connect when needed and use the access you approve.