Ask for advocacy at the moment a customer is actually happiest

A generic 'leave us a review' ask misses the specific moment a customer is genuinely pleased - first value achieved, a renewal just closed, a milestone hit. This detects that moment and matches the ask to it.

Marketingjourney-builderB2BSaaSAdvanced6 steps6 outputs

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Attribute Segment Content Asset Recommendation Journey Dashboard

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What it does

Detects natural advocacy moments via an AI attribute - first value achieved, expansion completed, renewal closed, a high-engagement streak, a customer milestone - and fires a contextual advocacy ask matched to the moment: review, referral, case study, or speaker opportunity.

You get

an advocacy ask timed to the customer's actual happiest moment

How it works

Spot the goodwill moments

create_ai_attribute

Flags the points where goodwill is highest: first value reached, an upgrade completed, a renewal closed, a run of strong weekly activity, a usage benchmark passed, or clearly positive support sentiment. Never during friction or churn risk. It records the moment, how strong it is, which ask suits it, and who to ask.

Produces:Attribute

Find who is ready to be asked

Create Segment

Users with a strong moment in the last 7 days who have not been asked for anything in the last 90 days and show no friction or churn signal, split by the kind of ask.

Produces:Segment

Write one ask per moment

Generate Content

A review ask with one click links to G2 or Capterra, prefilled where the site allows. A referral ask with their code and the reward. A case study ask that promises your marketing team does the writing. A speaker invitation. A request for 20 minutes of roadmap feedback. Peer to peer in tone, sent by a named CSM, never from a marketing address.

Produces:Content Asset

Let them volunteer in the app

create_recommendation

A quiet in app panel showing two or three things they could do, each with how long it takes and what they get back, so they can offer rather than only be asked.

Produces:Recommendation

Ask once, follow up once

Create Journey

The matched ask on day 1 after the moment, the in app panel the same day, and a single follow up on day 7, only if they engaged, carrying the concrete next step. Anyone who completes an action is tagged as an advocate and gets priority next time. They leave on completion, on a decline, or after 14 days.

Produces:Journey

See which asks get a yes

Build Dashboard

Moments detected per week, how each kind of ask converts, who has completed three or more, and what came of them: review scores, referral pipeline, and case studies in sales decks.

Produces:Dashboard

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