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  • What is a Customer Advisory Board?
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Eight Places to Find Session Ideas for your Next Customer Advisory Board Meeting Agenda

Eight Places to Find Session Ideas for your Next Customer Advisory Board Meeting Agenda

by Rob Jensen | Jun 18, 2025 | Agenda, Blog, Meeting Preparation

When it comes to initiating an agenda for your next customer advisory board (CAB) meeting, most companies have a lot of ideas of what they want to tell their customers – upcoming products, product use demos, corporate strategies, exciting sales or marketing programs,...
Eight Must-Have Elements for your CAB Action Tracker Document

Eight Must-Have Elements for your CAB Action Tracker Document

by Rob Jensen | May 28, 2025 | Blog, Meeting Preparation, Post-Meeting Follow Up

Once your customer advisory board (CAB) meeting is concluded, CAB managers should have a clear idea of what to do afterward. As we like to say, the follow up after a CAB meeting is just as important than the meeting itself. Key here will be the creation of your CAB...
Eight Agenda Items for your Customer Advisory Board Onsite Prep Meeting

Eight Agenda Items for your Customer Advisory Board Onsite Prep Meeting

by Rob Jensen | Apr 16, 2025 | Blog, Meeting Preparation

Now that you and your team have created (and reviewed) all your customer advisory board (CAB) meeting content, provided meeting instructions to all your attending customers and procured and confirmed all meeting activities, you’re almost ready to hold your actual...
Countdown to Your Next Customer Advisory Board Meeting: Your Timeline for Success

Countdown to Your Next Customer Advisory Board Meeting: Your Timeline for Success

by Rob Jensen | Mar 19, 2025 | Blog, Meeting Preparation, Post-Meeting Follow Up, Strategy & Design

Companies often struggle to set a realistic timeline for planning their first—or next—Customer Advisory Board (CAB) meeting. This usually means that they have not left enough time to adequately launch their program and/or plan for their meeting. Sometimes it’s due to...
Numbers to Know When Planning Your Customer Advisory Board Program

Numbers to Know When Planning Your Customer Advisory Board Program

by Rob Jensen | Feb 19, 2025 | Blog, Customer Advisory Board Best Practices, Strategy & Design

We often get questions around best practice “numbers” when initiating or improving a customer advisory board (CAB) program. And while these might vary depending on your company, industry or program maturity, here are the best practice figures we’ve distilled after...
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