The scoreboard, honestly: the hard targets, how often each one is actually looked at,
and the quiet human signals that never make it onto a dashboard.
Advocate Reward Fulfilment Accuracy
The percentage of customer rewards (e.g., gift cards, swag) sent out correctly and on time.
Target · 99% accuracyIf you process 50 reward requests in a month, only one (or zero!) should have an error like the wrong amount or a delayed send.
Case Study Interview Scheduling Rate
The number of customer interviews you successfully schedule for case studies, from initial outreach to confirmed calendar invite.
Target · 3-5 interviews scheduled per monthYou reach out to 10 potential customers for a case study, and 4 of them agree and get booked in for a chat with the Senior Coordinator.
CRM Data Accuracy for Customer Marketing
The cleanliness and completeness of customer data fields relevant to customer marketing (e.g., advocate status, testimonial permissions).
Target · Maintain 95% data accuracy for assigned recordsDuring a spot check of 100 customer records you've touched, no more than 5 have outdated or incorrect advocate status or contact details.
Support Ticket/Request Resolution Time
How quickly you respond to and resolve routine internal requests from Sales or Customer Success for basic customer marketing info (e.g., 'Do we have a reference in X industry?').
Target · Respond within 4 hours, resolve within 24 hours (for routine requests)A Sales rep asks for a list of referenceable customers in the retail sector on Monday morning; you provide a basic list by Monday afternoon.
Proactive Learning & Initiative
Showing a genuine eagerness to learn the ropes, asking smart questions, and taking on new tasks without being constantly prompted.
- You'll ask 'why' we do things a certain way, suggest small improvements to existing processes, and actively seek out training materials. Your manager won't have to chase you to complete assigned learning modules.
Adherence to Process & Guidelines
Consistently following established procedures for tasks like sending customer communications, managing data, and fulfilling rewards.
- Your work will consistently meet our internal standards. For instance, all customer emails will use the correct template, and every reward will be logged in the right system, showing you've read and understood the guidelines.
Team Collaboration & Communication
Effectively communicating your progress, challenges, and needs to your manager and the wider team, and being a helpful team member.
- You'll provide clear updates in our weekly team meetings, flag potential issues before they become problems, and offer to help colleagues when your own tasks are under control. People will say you're easy to work with.
Customer Interaction Quality
Handling basic customer interactions (e.g., email replies about rewards, scheduling calls) with professionalism, empathy, and clarity.
- Customers will respond positively to your communications. Your emails will be clear, polite, and free of errors. You'll get positive feedback from customers who appreciate your help, even if it's just a quick 'thanks for sorting that out!'