CAB Workshop Maximize CAB Impact: Mastering Post-Meeting Follow-Up


You’ve created a compelling customer advisory board (CAB) meeting agenda. Your team delivered an engaging and lively CAB meeting. And your CAB members shared an abundance of valuable insights, ideas and feedback. Now what do you do?

A key component of an effective CAB program is what happens after a meeting — right after and throughout the year. It’s all about maintaining ongoing communication and cadence with CAB members. And following up on their feedback. As we like to say, a CAB isn’t a one-time event, it’s a year-round program.

In this workshop, we’re diving into post-meeting reporting and action tracking — how do you show ongoing business impact internally and to your CAB members? You’ll also get ideas for continuous engagement activities.

What you will learn:

  • Must-dos after a CAB meeting
  • What to include in your meeting report (and how to collect action items from your team)
  • Tips for continuously engaging your CAB


Workshop details

Speaker: Rob Jensen, Senior Consultant & Facilitator, Ignite

Duration: 60 minutes.