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Customer Success

Customer Advisory Board Setup

Set up a customer advisory board: who to invite, the meeting format that produces insight, and the follow-through that keeps executives attending.

Set up our customer advisory board. Context: {{context}} (our customer base, what we want from a CAB — roadmap input, retention of key accounts, market insight, the candidates: {{candidates}}). Design: the invitation logic (8-12 members — senior enough to see trends, engaged enough to talk; the mix rule: not just the biggest logos, the smartest voices; the term: 12 months, renewable), the ask and the exchange (2-3 sessions/year plus occasional input — for early access, peer networking, and genuine influence; unpaid but never uncompensated), the meeting format that produces insight (NOT a product demo parade: one strategic question per session debated — 'how is X changing your industry?'; the roadmap segment as co-creation not presentation — problems shown, not features pitched; Chatham House rule stated), the facilitation discipline (customers talk 70%, the loudest-member management), the follow-through that keeps them coming (the you-said-we-did report each session — influence proven or the CAB dies of politeness), and the internal routing: who hears what the CAB said, in what format, within a week.

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