There is no more effective way to demonstrate the value of your enterprise technology solutions than having your customers tell an authentic story of their success.
At Porter Consulting, we are specialists in identifying great customer advocates, telling their stories on your behalf, and nurturing customer relationships over time so they become some of your best sales people.
Porter Consulting’s customer reference and advocacy services run the gamut. From advising on how to establish and build a brand-new customer reference program, to re-energizing an existing but under-utilized program, to expanding an already-thriving program, helping build customer communities, and creating customer advisory boards, our team of experts have decades of experience in all aspects of customer referencing and advocacy.

CUSTOMER ADVOCACY MANAGEMENT
Our customer advocacy team knows how to nurture relationships, managing where and when each customer advocate is best engaged on your behalf.
We build an entire program that aligns each customer with an optimal advocacy role, whether it is participating on sales reference calls, speaking at events, sitting on webinar panels, writing guest blogs, or being featured in a customer success video or case study. We manage all the details so your customers feel honored and valued but never over-used.
Our team uses scalable reference management workflows integrated with major CRMs (including Salesforce) and advocacy platforms like Champion, Orca, Deeto, and ReferenceEdge.
CASE STUDY DEVELOPMENT
Our team produces high-impact technical case studies, remote video testimonials, ROI-focused success stories, and customer evidence from many of the leading enterprise technology companies around the world.
We know how to qualify the best customers to advocate for your solutions, build a program around their success—which is your success—and create the content to share those successes with the world.

CUSTOMER MARKETING DATABASES
We help our clients deploy and manage customer reference databases, which are the key to identifying appropriate customers for every reference and advocacy opportunity.
When you’re looking for the perfect spokesperson to represent a customer at your next speaking event, the database quickly turns up a recommendation. When your sales teams need customer references to help win a deal, the database produces on demand.
Our team will advise you on customer reference database best practices, data cleansing, and coach your team on the most important information to have in the database to get the best out of your customers for every reference opportunity.
PEER REVIEW CAMPAIGNS
Your prospects are researching your company—along with your products and services—long before they approach you for information. Why? Because they trust what their peers and other customers have to say more than your marketing materials.
Our team can help with strategic management of peer review platforms such as G2, TrustRadius, and Gartner Peer Insights to drive organic peer advocacy and market validation.
Creating a showcase customer award program to highlight your customer’s successes with your products and services can be a game-changer. By showing up for your customers and celebrating their successes, you can build a community of loyal advocates. This not only strengthens relationships but also enhances customer retention and reduces churn. Moreover, a well-publicized awards program can position you as a leader and innovator in your industry.
Need help getting your customer award program off the ground? Our team at Porter Consulting can help! We love to brainstorm, strategize, and create award-winning programs that keep our clients coming back for more.
The power of video storytelling and social proof to engage potential customers and highlight the value of your product or service cannot be understated.
At Porter Consulting, we work with you to identify who your potential video candidates may be and the best way to engage them on camera. This can mean a face-to-face interview and securing magnificent customer b-roll on-site, an online recording that is professionally facilitated with engaging footage added in, or even user-generated content.
We provide a video product for every budget. Speak with us to learn more about how you can best embrace your customer’s voice.
A Customer Evidence Pipeline is a systematic process for identifying, qualifying, and capturing success stories from your user base. Unlike one-off case studies, a pipeline ensures a steady flow of high-quality assets—such as technical white papers, video testimonials, and ROI calculators—that sales teams can use to accelerate the buyer journey.
We manage reference programs by integrating advocacy workflows with your existing CRM (such as Salesforce or HubSpot) and reference tools like Deeto, Champion, or ReferenceEdge. Our goal is to protect your advocates from 'reference burnout' while ensuring sales teams have instant access to the right peer stories at the right time.
Yes. We execute Market Validation Campaigns designed to increase the volume and quality of your reviews on platforms like G2, TrustRadius, and Gartner Peer Insights. By targeting your most successful users, we help improve your 'Grid' or 'Magic Quadrant' standing through authentic peer-to-peer advocacy.
Porter Consulting is platform-agnostic, meaning we build engagement strategies within your existing tech stack. We have deep experience optimizing communities on platforms like Gainsight, Higher Logic, Khoros, and Slack, focusing on driving user adoption and long-term retention through structured advocacy.