An advocate support plan
Identify genuine experience and willingness, agree the role and audience, and plan preparation, review and follow-through.
Equip your advocates | Evidence and peer education
Support the people with genuine experience of your product. AGENCY helps you understand what they want to share, prepares useful evidence and education materials, and creates appropriate opportunities for peer learning while preserving their own voice.
We agree the scope, outputs and fee before work starts.

The problem
Experienced users can answer questions your sales team cannot. But willingness needs support: accessible evidence, a relevant story, a suitable setting and time to prepare. A scripted endorsement loses the independent experience that made their voice valuable.
What good looks like
A willing advocate can explain what they have learned, answer practical questions and connect with peers. The materials are accurate and appropriate, the purpose is clear and their own judgement remains visible.
Identify genuine experience and willingness, agree the role and audience, and plan preparation, review and follow-through.
Create the relevant slides, evidence summaries, reviewed case stories and practical materials that support an accurate conversation.
Scope a speaker session, peer discussion or reference-site activity with the people, support and follow-up it needs.
Useful output examples

Illustrative support material | AGENCY method example.
An illustrative plan sets out preparation, the peer conversation and follow-through, so the advocate can share experience without a scripted opinion.
View this example
Illustrative support material | AGENCY method example.
An illustrative peer-education brief brings the advocate’s own experience, reviewed evidence and practical questions together while making claim limits clear.
View this example
Illustrative support material | AGENCY method example.
An illustrative extract shows how to agree purpose and consent, preserve the person’s account and keep experience separate from clinical proof.
View this exampleOur approach
Work with your team to understand real experience, willingness, audience questions and appropriate involvement. Agree consent and review requirements before creating public stories.
You receiveAn advocate brief, support priorities and responsibilities.
Connect the relevant evidence with the advocate's experience. Create useful educational material and prepare for questions without scripting their opinion.
You receiveThe agreed evidence kit, education material and reviewed story assets.
Support the selected peer activity, capture useful questions and review what colleagues still need. Feed that learning into sales tools and channel content.
You receiveA delivery and follow-through plan, supported activity and learning review.
A reference centre or multi-market programme is a possible later scope. Early advocacy can begin with personal support for a willing user.
The work, connected
Start with real experience and willingness, then agree the support that makes peer learning useful.
Agree the person’s role, audience and purpose.
Prepare reviewed sources and useful material.
Make room for experience and independent judgement.
Capture questions and agree useful next support.
Learning returns to sales tools and channel content, with the advocate’s judgement intact.
Illustrative advocate support process.
Empower, Evolve and Equip run together.
Choose the market and audience, clarify the proposition and capture the selling approach. Then connect the three Es. Prepare the sales foundation first; develop sales tools, digital journeys and advocate support together as the launch learns.
Agree what progress means before activity begins. Review useful conversations, next steps and adoption barriers alongside delivery. If a wider launch investment case covers years one and two, keep its costs, adoption and revenue assumptions explicit and compare progress with them.
A scope your team can sustain
Start with your launch stage, market, evidence, existing assets and the time your team can give. Agree who creates, approves, follows up and maintains the work. These examples show how the scope can change; they are not fixed packages.
One priority audience and market. A clear working pitch and useful sales reference, a credible digital presence with one focused pathway, and personal support for willing early advocates. Build a formal playbook when transferring that knowledge becomes necessary.
Shared selling guidance and role-specific tools, coordinated content and channel journeys, and structured evidence and education support for advocates. Give handover, follow-up and measurement named owners.
Audit the foundations, standardise what works and adapt it for selected markets and teams. Coordinate approvals, education, reporting and maintenance so local delivery remains useful and consistent.
Evidence, relevance and creative quality stay constant. Market breadth, assets, cadence, pace and delivery support change.
An easy first step
Bring a genuine user, the evidence available and the questions peers ask. We can scope the support and materials that would make the next educational conversation useful.
Agree the scope, outputs and fee before commissioned work begins. Start with a review or workshop, build the priority assets, then add implementation and ongoing support where needed.
Connected capabilities
A shared story, credible evidence and tools that help the buying decision progress.
Explore sales enablementConnected discovery, content, follow-up and sales handover.
Explore connected channelsFind the right NHS accounts, assess your readiness, explore campaign decisions or read the thinking behind our work.

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