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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...
7 Tips for Preparing Your Executives for your Upcoming Customer Advisory Board Meeting

7 Tips for Preparing Your Executives for your Upcoming Customer Advisory Board Meeting

by Rob Jensen | Jan 22, 2025 | Blog, Customer Advisory Board Best Practices, Meeting Preparation, Strategy & Design

Whether you’re starting or improving a customer advisory board (CAB) program, the commitment and participation of your executive team will be crucial in ensuring the success of your initiative. The same goes for planning your initial or upcoming meeting – your...
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