Customer Advisory Board Training Online

Ignite Advisory Group offers the most comprehensive and interactive Customer Advisory Board Training online for CAB practitioners.

Join our live group online training to learn how to create and manage a best-in-class customer advisory board. Our online class emphasizes practical experience based on working with the world’s leading companies to advance their customer insights, the executive voice of the customer, market research, and sales and marketing strategy.

Customer Advisory Board Workshops

Three Live, Interactive Sessions Online:

  • Part 1: Overview, Strategy & Design – Date TBD (12:00-2:30 PM ET)
  • Part 2: Recruitment, Agenda & Meeting Prep – Date TBD (12:00-2:30 PM ET)
  • Part 3: Implementation & Follow Up – Date TBD (12:00-2:30 PM ET)

Live CAB Training Online – Cost

Regular Rate – $1,995 USD  Per Person

Team Discounts: Teams of 2 – 10% Off; Teams of 3 or 4 – 15% Off

CAB Training Participants Rated
Our Last CAB Training 90% and Higher: 

Relevance of sessions and content – 93%
Meeting your expectations – 96%
Overall quality of the training – 94%
Quality of interaction with Ignite – 94%

Our team of CAB consultants and facilitators offer advisory board best practices based on managing 300 advisory board engagements for companies like Dell, Adobe, Ryder, U.S. Bank, Amazon, Xerox and more. We also have led the CAB Training for 9 years to over 190 advisory board practitioners.

All CAB Training participants will receive a comprehensive CAB Training templates document. Our team of CAB experts will teach CAB best practices and skills applicable to new or seasoned CAB practitioners, in our virtual, online classroom.

Customer Advisory Board Training Online Agenda

Part 1: Overview, Strategy & Design
(2 hrs, 30 mins)

CAB Training Overview, CAB Definition, Key Challenges, Overall Best Practices, CAB Strategy Design, ROI Metrics, Charter

Resource: CAB Training Templates Document


Part 2: Recruitment, Agenda & Meeting Prep (2 hrs, 30 mins)

Recruitment Process, Agenda Creation, Session Design, Meeting Prep, Meeting Booklet, Social Activities

Resource: CAB Training Templates Document

Part 3: Implementation & Follow Up
(2 hrs, 30 mins)

Managing Meeting Engagement (In Person & Virtual), Post-Meeting Follow Up, Insights Report & Action Tracking, Working Groups, Ongoing Engagement

Resource: CAB Training Templates Document

Who should attend the Customer Advisory Board Manager Training?

  • CAB Program Manager
  • CAB Executive Sponsor (CXO)
  • Manager/Director/VP/SVP/EVP/GM of:
    • Marketing
    • Product Marketing
    • Customer Experience
    • Customer Insights
    • Customer Engagement
    • Customer Programs
    • Events
    • Executive Briefing Center
    • Relationship Management
    • Customer Insights/Engagement
    • Customer Programs
    • Customer Success

What you will gain from the Customer Advisory Board Manager Training:

  • 5 top advisory board challenges and best practices to overcome them.
  • 10 sample objectives and metrics, and example scorecards and frameworks to build out metrics for your company.
  • 3-stage CAB design and launch process, including internal alignment, charter creation, detailed program timeline, design decisions and more.
  • 9-step process to recruit more senior level customers.
  • 7-step comprehensive customer-driven agenda creation process.
  • 20 ideas and strategies for ongoing engagement and maximizing the impact and value of the board.
  • Comprehensive CAB Training templates document with best practices and charts, yours to keep.

Next Live, Online Training — TBD

Part 1: Overview, Strategy & Design
(2 hrs, 30 mins)

Date TBD
12:00 – 2:30 PM ET
(9:00 – 11:30 AM PT)

Part 2: Recruitment, Agenda & Meeting Prep (2 hrs, 30 mins)

Date TBD
12:00 – 2:30 PM ET
(9:00 – 11:30 AM PT)

Part 3: Implementation & Follow Up
(2 hrs, 30 mins)

Date TBD
12:00 – 2:30 PM ET
(9:00 – 11:30 AM ET)

What Participants Are Saying About the CAB Training

“I really enjoyed these CAB Training sessions, I believe all the participants were very active and willing to share their experience as well, which significantly raised the knowledge I could gain. The trainers were also very experienced and provided great value. The training was organized so well.”

Adam, Head of Professional Services, Loxon Solutions

“I loved the collaboration and sharing during the training. The breakout sessions were great. I most enjoyed the managing meeting engagement and recruitment topics. Thank you for a great training session!”

Sandy, Global CAB Sr Program Manager, SAS Institute

“I enjoyed the format of breakouts and open discussion, with opportunity to ask questions throughout. The training flow was nicely organized and it was great to have several moderators to mix it up. The attendees were terrific and generous to share experiences and questions.”

Deborah, Sr. Director & Team Lead, Columbia Threadneedle Investments

“Ignite is mastering the art of client advisory boards. The training is easy to understand, covers every aspect of CAB creation and leaves you feeling energized for more!”

Genesis, Vice President, Global Marketing, Pershing

“No matter what stage you are in at executing a customer advisory board, this training is a fantastic channel to enhance your overall experience, both internally and externally.”

Jenna, Customer Experience Events Specialist, SAP Ariba

“The information and guidance in this training were invaluable to me. I wish I had it prior to starting our advisory council 4 years ago, but it has been extremely helpful for taking some corrective action as well as implementing new ideas and techniques.”

Andrea, Executive Director, Corporate Strategy, AM Equity

“The Ignite CAB Training was just what I needed to start a CAB at my company. The level of detail provided, the tools and the suggestions I received will prove to be invaluable. Thank you to the Ignite team for a job well done.”

Tony, Director of Product Management, Omnitracs

“I am so glad that I didn’t attempt to start a CAB without attending Ignite CAB Training! I learned about things I had not even considered. I’m very happy to have learned from the experts on how to do this right.”

Christine, Customer Advocacy Program Manager, Wiley

“Ignite is the master chef of CAB management. They provide the cookbook, the best practices, the entire process from soup to nuts, with great attention to detail. I can immediately unlock value from this training.”

Paul, SVP Support and Customer Success, Kyriba

“Great soup to nuts on running a CAB, and you’ll leave with an excellent cookbook!”

Kathy, Senior Director, Customer Insights, Equifax

“It was amazing to see how much Ignite can have us learn in a short time. We covered not only strategic issues but also very practical tips. I now feel very comfortable taking a more important role in helping us run and scale our CAB efforts.”

Pascal, Head Engagement Americas,  Senior Vice President, Swiss Re

“CAB Training with Ignite should be a requirement for anyone looking to start a CAB or currently managing a CAB. The tools, process, and insights are invaluable.”

Monique, Enterprise Insights Leader, Equifax

“This training was hugely beneficial. I plan to share what I’ve learned with other CAB managers at my company.”

Marquisha, Customer Advisory Marketing Manager, Cisco

“Whether you have a seasoned CAB or are just starting out, the CAB training program can add insights and value to your organization.”

Alison, Group Manager, Customer Success Programs, Adobe

“This was the most amazing framework on creating, building and managing Client Advisory Boards.”

Tim, Chief Executive Officer, Atrion Networking

“The training offered by Ignite can up-level a CAB of any maturity. As your CAB(s) grow and mature, you can still gain valuable learnings and ideas that will help you to continue improving and scaling your program.”

Lauren, Digital Marketing Customer Advisory Board Program Manager, Adobe

“The content, networking opportunities, and sharing of best practices were excellent and will help propel our CAB forward.”

Stephanie, Senior Product Manager, Oracle 

“The CAB Manager training has given me the tools and knowledge to create and maintain a successful CAB.”

Michelle, Events Manager and CAB Program Manager, Dell

“The program far exceeded my expectations. It applied to inexperienced people as well as experienced CAB managers. Excellent program — I highly recommend it. We will be sending others in the future to the program.”

Denise, Vice President, Client Relations, ARI

“This was a comprehensive program of best practices and procedures to develop and host CABs. Excellent course materials, coupled with generous opportunities for peer exchange. An excellent group of attendees was a bonus.”

Peter, Marketing Manager, ARI

“This program was perfect for putting structure around what a well-run CAB should look like. I look forward to implementing many of these pieces.”

Kristine, CAB Program Manager, PNC Bank

“The CAB Manager Training was insightful and enlightening. It equipped me with the tools that I needed to come back to my company and take my CAB to the next level. It also helped me identify areas of improvement as well as celebrate areas that we have gotten right. I think this training and Ignite Advisory Group was very needed and I would recommend it to anyone aiming to run a world-class CAB.”

Aisha, Program Manager, Rackspace Hosting

“I’m new to CAB management and thought the Ignite team did a great job of framing the content and packing a lot of relevant and engaging material into 2 days. I loved this course. Great use of time for anyone who manages advisory councils. Time flew by!”

Stacie, Partner Enablement Manager, EMC

“Ignite’s CAB Manager Training provided extensive knowledge and insight into the CAB program. This training is great for those with basic CAB knowledge as well as those currently executing these programs.”

Jina, Marketing Specialist, Lexis Nexis Risk Solutions

“I highly recommend the CAB Manager Training.”

Jean, Global Marketing Director, Siemens

“Well worth my time. I would participate in future events.”

Pierre, Customer Engagement Team, Aetna

“Great training for those new to CAB management. Wish I had taken this course 10+ years ago.”

Christie, Executive Programs Manager, Hewlett Packard

See More Testimonials

Past attendees represent these companies:

6sense, 84.51 LLC, ABB, Adobe, Aetna, Akamai Technologies, AM Equity, Amazon Web Services, AMN Healthcare, Appirio, ARI (Automotive Resources International), AT&T, Atrion Networking, Augury, Bailiwick, Bell, Benefitfocus, Bitdefender, BitSight, BNY Mellon, Calabrio, Charles Schwab, Cisco, Code42 Software, Cofense, Columbia Threadneedle Investments, Commvault, Dell, Dell Technologies, DriSteem, Egnyte, Ellie Mae, eLoyalty, EMC, Emerson Network Power, Equifax, Expel, Extreme Networks, Fiserv, GE Software, GitLab, Greenheck, Hewlett Packard, Hexagon Metrology, HID, Hitachi Data Systems, Humana/Enclara Pharmacia, IGT,, INDEVCO Group, Information Builders, Intel, InterContinental Hotels Group (IHG), Intrado / West, Iron Mountain, ITEL Laboratories, Jive Software, Juniper, Kipu Health, Kyriba, LexisNexis Risk Solutions, Limeade, Loxon Solutions Zrt., Milliman, Minitab LLC, MobileIron, Northwest Lineman Center, Omnitracs, On Call International, Optus Enterprise, Oracle, OSIsoft, Pearson English, Pershing, PHT Corporation, PNC Bank, Poppulo, Printpack, Qlik, Rackspace Hosting, Redaptive Inc, Renaissance Learning, Riverbed Technology, Saama Technologies, Safe Banking Systems, Salesforce, SalesLoft, SAP Ariba, SAS Institute, Siemens, Smartsheet, Software AG, SolarWinds, Source1 Purchasing, Sovos, Spectralink, State National, SunGard Availability Services, Sunquest Information Systems, Surescripts, Swiss Re, Symantec, Sysmex America, Tanium, Texas Capital Bank, Thermo Fisher Scientific, Thomson Reuters, TIBCO, Touchnet, TransUnion, U.S. Bank, Varonis Systems, Verizon, Visa, VMware, Wiley, Wipfli, Xerox, Yext, Zoho Corporation