# Customer advocacy invitation survey

Understand interest in voluntary reference activities.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

## 1. Which activity would you consider?

Answer: ____________________

## 2. What approval would you need first?

Answer: ____________________

## 3. What information would help you decide?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. Identify the voluntary reference activity the customer would consider, including declining all options. Discuss format and scope before seeking separate approval or publication permission.
2. Required approvals distinguish interest in being a reference from permission to participate. Explain the actual approval route and optional formats, without treating willingness or an internal request as authorization to publish attribution.
3. Turn the requested improvement into a testable next step. One illustrative action is: explain participation options and consent steps.

Interpretation caution: Never turn responses into testimonials without permission.


## Illustrative finding and follow-up

Observation: Customers need internal approval before sharing a story.

Action to test: Explain participation options and consent steps.

Follow-up: After trying the change, repeat “Which activity would you consider?” with people who experienced it. Check whether they still describe the original issue: customers need internal approval before sharing a story. Compare explanations and sample context, rather than claiming the change caused an improvement.