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Data & automation

Infrastructure that turns your trust ecosystem into evidence leadership believes.

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Overview

Most teams can't show advocacy's impact. The data exists — it just needs to be connected.

We build the data foundation, connect your tools, automate manual work, and turn your trust ecosystem into revenue intelligence — from your first data audit to ROI proof. At every stage, we go further.

How we work

We meet you where you are — and build from there.

Some clients need to clean up a fragmented stack before anything else. Others are ready to automate and connect. Each engagement is designed to move your impact forward at the pace that works for your team.

 

Data & Automation assessment

Audit your data environment and tools before building anything to know exactly what you have, what's missing, and where to start.

What we examine

Current data environment and quality

Tool and integration inventory

Reporting gaps and automation opportunities

What you get

Data environment audit and gap analysis

Tool inventory with consolidation recommendations

Prioritized implementation scope

2–3 weeks · Fixed scope Talk to us →

Data foundation & compliance

Define where your advocacy data lives, align on consent, and connect to your existing systems.

What we examine

Where your advocacy data currently lives — CRMs, tools, spreadsheets, and what connects them

Consent management gaps and privacy compliance risks

How your existing systems align (or don't) with your advocacy needs

What you get

Data architecture blueprint — a clear map of how your advocacy data should be structured

Consent and compliance framework ready for legal review

A prioritised action plan to connect and clean your existing stack

Project-based Talk to us →

Tool implementation & migration

Launch a new advocacy platform or migrate from a legacy system, cleanly, with no disruption to your advocacy function.

What it covers

Platform configuration from scratch or migration

Data clean-up, mapping, and validation

We work with multiple tools including Salesforce, SlapFive, and UserEvidence

What you get

Configured, live advocacy tech stack

Clean, validated data in the new environment

Team onboarding and handoff documentation

Follows data foundation · Project-based Talk to us →

Tech stack optimization

Your tools are live but not working together — we audit, consolidate, and streamline for maximum efficiency.

What we examine

Which tools you have, which overlap, and which are creating friction

Configuration gaps and integration opportunities across your current stack

How CRM, marketing, and content tools can be better connected

What you get

Stack audit and consolidation plan

Optimized, connected tool environment

Eliminated data silos and manual workarounds

Project-based · Existing live stack required Talk to us →

Workflow automation

Automate the manual work — sourcing, outreach, tracking — so your team focuses on what matters.

What it covers

Advocate sourcing and nomination automation

Outreach and follow-up workflow design

Activity tracking and engagement triggers

What you get

Automated sourcing and outreach flows

Consistent execution without manual effort

Reduced operational overhead

Project-based Talk to us →

Reporting, dashboards & insights

Strategy defines the metrics. We build the infrastructure to track, visualize, and surface them for every audience.

What we examine

What metrics matter to each stakeholder — advocacy health, engagement, and cross-team usage

How your existing data can be structured to support meaningful reporting

Where data quality issues are undermining trust in your reporting

What you get

Live program health dashboard

Tailored reporting views by stakeholder audience

Consistent, reliable data quality

Retainer or project-based Talk to us →

AI-powered workflows & agents

Accelerate adoption across sales, CS, and marketing by intelligently matching advocacy to the moment it's needed.

What it covers

Advocate-to-opportunity matching agents — connecting the right customer voice to the right sales conversation

Automated content surfacing at the point of need in sales and CS workflows

Trigger-based outreach that activates advocacy when other teams need it most

What you get

Configured automation agents

Higher advocacy adoption across sales, CS, and marketing teams

Customer proof surfaced automatically — without your team having to chase it

Project-based + retainer Talk to us →

Fractional execution

Hands-on support to operate and maintain your data and automation layer.

What it covers

Managing workflows and integrations

Maintaining data quality

Supporting reporting and dashboards

What you get

Dedicated execution support without building a full internal function

Consistent data layer performance and reliability

Scalable capacity up or down by quarter

Monthly retainer · Starting at 80 h/month Talk to us →

Data is most powerful when strategy defines what to measure — and content gives it something worth proving

The dashboards we build are only as good as the work they're measuring. Strategy sets the goals, Content creates the assets, Data proves the impact.

Strategy & Advisory

Roadmaps · Playbooks · Expert guidance

Customer Content

Storytelling · Production · Localization

Trusted by +50 customer marketing and advocacy leaders

“Wings4U has been instrumental in helping SlapFive make our customers successful. They’ve become a strategic extension of our own team, and their contribution has saved us invaluable time and resources, allowing our customer-facing team members to spend more time on relationship-building.”

Jeff Ernst
Jeff Ernst
Co-founder & CEO

“The Wings4U team came in and helped us get a wrangle on our data so that we can get it organized in a way that we can start to act on that better going forward.”

Jane Menyo
Jane Menyo
Sr. Director, Solutions & Customer Marketing

“Wings4U has been an incredible partner for us since day one. They have been a godsend in helping us set up our SlapFive instance and organize our UserEvidence content.”

Jenni Adair
Jenni Adair
Customer Advocacy Director

“I found Wings4u to be a remarkable partner. Their technical expertise and capabilities were unique, which was a major factor in choosing them. They effectively helped us build a fully integrated system utilizing Salesforce, UserEvidence, and SlapFive.”

Cache Walker
Cache Walker
Director Customer Marketing

“Wings4U has been instrumental in helping SlapFive make our customers successful. They’ve become a strategic extension of our own team, and their contribution has saved us invaluable time and resources, allowing our customer-facing team members to spend more time on relationship-building.”

Jeff Ernst
Jeff Ernst
Co-founder & CEO

“The Wings4U team came in and helped us get a wrangle on our data so that we can get it organized in a way that we can start to act on that better going forward.”

Jane Menyo
Jane Menyo
Sr. Director, Solutions & Customer Marketing

“Wings4U has been an incredible partner for us since day one. They have been a godsend in helping us set up our SlapFive instance and organize our UserEvidence content.”

Jenni Adair
Jenni Adair
Customer Advocacy Director

“I found Wings4u to be a remarkable partner. Their technical expertise and capabilities were unique, which was a major factor in choosing them. They effectively helped us build a fully integrated system utilizing Salesforce, UserEvidence, and SlapFive.”

Cache Walker
Cache Walker
Director Customer Marketing