Template: Advocate Forecasting

How many advocates do you actually need to support Sales this year?
(If you’re not sure—you’re not alone.)

Most reference programs are reactive by design. Sales cycles shift. Priorities change. And customer marketers get pulled in late to save the day.

This template helps you break that cycle.

It’s a simple, strategic tool to forecast demand for customer proof based on revenue goals—so you can get ahead of the ask, protect your advocates, and build a scalable program rooted in reality.

What's inside:
✔️ A Google Sheets template to forecast advocacy needs to meet regional revenue targets

Perfect for:
Customer marketers, advocacy leads, and anyone tired of the “fire drill” approach to reference calls.

Plug in your own data. Plan with confidence.
Build a program that scales with the business—not behind it.