Advocates, consent, and permissions
Record who said yes, how they want to help, and when to stop asking.
Advocates are people, not inventory. ProvenTen keeps consent, contact preferences, and request history on the person so your team does not burn a relationship for one deal.
What consent should say
- Whether they agreed to a live reference call, a quote, a logo, or named use in a proposal.
- An expiry or review date, even if your legal team uses a standing agreement.
- Who inside your company is allowed to request them.
Use advocates with care
- Check consent and any contact cap before you request a call.
- Use matching instead of picking your favourite customer every time.
- If consent is pending or expired, do not work around it in email. Update the record or wait.
Related guides
- References and the proof library
How the library is organised, what belongs in a reference, and how to keep it trustworthy.
- Match a prospect to a reference
Find the best-fit customer proof for a live deal, then request it the right way.
- Reference request issues
Requests stuck, advocates over-contacted, or permission denied when you try to ask.