CMA Soulmate · Services

Customer Marketing
& Advocacy Services

Customer advocacy does more than win new buyers. It deepens relationships, gives your customers a voice and turns their success into your next opportunity for growth.

Let’s work together

Strategy meets execution

The right support for every stage of your customer programs.

Sales Reference Programs

Connect your sales team with the right customer voices. From identifying advocates to coordinating reference calls and speaking opportunities, build a program that supports buyers without overburdening your best customers.

Advocate recruitment · Reference matching · Program management

Customer Content

Bring your customers’ results to life through case studies, video testimonials, sales proof points, blog posts and newsletters. Create stories your team can use across the buyer journey—not just publish and forget.

Case studies · Video testimonials · Sales enablement

Review Programs

Grow your presence on platforms such as G2, TrustRadius and Gartner Peer Insights. Build repeatable outreach and review collection workflows, then keep your program active with ongoing management and measurement.

Review strategy · Customer outreach · Performance tracking

Customer Events & Advisory Boards

Give customers a meaningful seat at the table. From Customer Advisory Boards to user events and customer speakers, shape the agenda, coordinate the details and create conversations that strengthen relationships.

Advisory boards · User events · Speaker coordination

Customer Recognition & Awards

Celebrate the people achieving great things with your product. Develop an awards program with clear nomination criteria, thoughtful communications and meaningful recognition that makes customers proud to participate.

Program planning · Nominations · Customer recognition

Customer Data & Program Insights

Give your programs a stronger foundation with organized customer data. Identify gaps, improve segmentation and bring clarity to your reporting so your team can find the right advocates and understand what’s working.

Data audits · Segmentation · Program reporting

Customer Communities

Build a space where customers learn from one another and feel connected to your brand. Define your community strategy, select a platform and develop engagement programs that turn participation into lasting advocacy.

Community strategy · Platform selection · Engagement planning

Vendor Selection & Implementation

Choose customer marketing tools that fit your goals, team and workflows. Evaluate your options, plan the rollout and put the right processes in place so your investment supports the way you actually work.

Platform evaluation · Rollout planning · Workflow setup

Signature framework

The Buyer Discovery Engine™

Buyers assemble their shortlist from reviews, peer stories and AI answers long before your team ever reaches them. The Buyer Discovery Engine™ turns those scattered signals into one deliberate program.

See how buyers actually discover you today
Strengthen the reviews, stories and peer proof that matter
Connect trust signals to the deals they influence

A dedicated site walks through how the framework works, what an audit covers and where to begin.

Explore the Buyer Discovery Engine™

The network

Prefer a different fit? Choose from the marketers in my network.

Every engagement needs the right person. When a project calls for a different specialty, industry background or working hours, I can bring in a trusted marketer from my network — the same standards, the same way of working.

Maya Okafor

Title: Customer Advocacy Program Manager
Specialty: Reference programs & advisory boards
Industry: B2B SaaS
Timezone: Eastern Time (GMT-5)

Daniel Reyes

Title: Customer Marketing Consultant
Specialty: Case studies & customer content
Industry: Healthcare technology
Timezone: Pacific Time (GMT-8)

Priya Nair

Title: Reviews & Community Lead
Specialty: Review programs & customer communities
Industry: Fintech
Timezone: India Standard Time (GMT+5:30)

Tom Whitfield

Title: Director of Customer Marketing
Specialty: Awards & recognition programs
Industry: Manufacturing
Timezone: Greenwich Mean Time (GMT+0)

Sofia Almeida

Title: Customer Insights Analyst
Specialty: Program data & measurement
Industry: Retail & e-commerce
Timezone: Central European Time (GMT+1)

Your customer marketing partner

Expertise that fits your priorities. Not the other way around.

Your needs evolve as your business grows. Whether you’re launching a new program, improving an existing one or need help getting the work done, CMA Soulmate brings strategic direction and practical support.

Work with Leslie Barrett to turn your priorities into a clear plan—and your customer programs into proof of business impact.

A scope built around your goals
Strategy paired with hands-on support
A focus on measurable customer and business outcomes

Discuss your project

Ready to partner?

Here’s how we get started.

Tell me what you need

Share your goals, current programs and the challenges you want to solve.

Talk through the opportunity

We’ll discuss your priorities, timing, budget and what success should look like.

Shape the right engagement

You’ll receive a tailored proposal with a clear scope, deliverables and next steps.

Get to work

Once we agree on the scope, we’ll align on the plan and start moving your programs forward.

Can you help with strategy and execution?

Yes. An engagement can focus on building your strategy, delivering specific projects or combining both. We’ll define the right balance around your team’s needs.

What is the Buyer Discovery Engine™?

A framework for strengthening the customer-driven proof — reviews, stories, peer recommendations and AI answers — that shapes a buyer’s research before sales ever enters the conversation. Learn more about the Buyer Discovery Engine™.

How is an engagement scoped and priced?

We’ll discuss your goals, budget and timeline before preparing a proposal. Scope, deliverables and payment terms will be agreed upon before work begins.

Let’s put your customers at the center of your growth.

Tell me what you’re working on. We’ll find the right place to start.

Get a quote Back to CMA Soulmate

Customer Marketing & Advocacy Services