Customer Advisory Board Workshops

Watch our self-guided CAB training series. Discover how to create and manage best-in-class CABs.

In this video training series, we deep dive into processes, strategies and tips to maximize the value of your Customer Advisory Board. Ignite CAB experts share their experiences and practical advice on a variety of CAB topics.

If you are launching a new Customer Advisory Board (CAB) or Partner Advisory Board, you’ll discover the ideal process to set it up (and manage it) the right way, the first time around.

If you want to improve or revamp your CAB program, tune into the workshops.

You’ll gain ideas and strategies to elevate your overall CAB experience. And deliver mutually beneficial value, to your most important customers and your key internal stakeholders.

CAB Workshop Series

Take a look at the video series below ↓


How to Create a Business Case for Your Customer Advisory Board

In this workshop, Ignite CAB expert Rob Jensen talks about how to create a compelling business case for initiating or maintaining a customer advisory board (CAB) program.

He covers key questions to ask and data to gather to document the benefits, costs, risks, budget, and timeline of a CAB program. Whether you’re just starting out or looking to secure ongoing support for an existing board, this workshop will provide you with the knowledge and resources you need to get your CAB program up and running.



A Blueprint for Effective Customer Advisory Board Strategy and Design

In this workshop, you’ll learn how to create a winning strategy and design for your advisory board. And how to gain internal alignment to launch your advisory board. Ignite CAB expert Judy Davis talks about how to create an effective CAB charter.

We cover how to determine the objectives and success metrics for your advisory board.

Are you tasked with redesigning an advisory board? How will you evolve and adapt your advisory board as your customers’ or business needs change? Judy also share tips to revamp your advisory board and maximize its business impact.



Customer Advisory Board Recruitment Strategies

Want to make sure you are recruiting the best CAB members?

Watch our workshop to learn proven processes and tips for successful CAB recruitment. You’ll learn how to identify and approach potential members. And we’ll share the step-by-step process we use.

We’ll also talk about how to onboard and manage your CAB members. How will you ensure that CAB members are engaged and contribute?

Whether you’re starting out or looking to improve your CAB, watch our workshop. You’ll get the insights and knowledge you need to build a strong CAB membership.



Create Engaging Customer Advisory Board Meeting Agendas

How do you create engaging customer advisory board (CAB) meeting agendas?

In this workshop, we cover the agenda creation process. And how to create customer-driven agendas. Learn why it’s important to interview CAB members before creating agendas.

We share sample agenda flows for both in-person and virtual meetings. And share tips for ensuring engagement at CAB meetings. You’ll understand CAB meeting roles and our process for internal preparation.

By the end of this workshop, you’ll leave with the knowledge and tips to create effective CAB meeting agendas.



Top 5 Innovative Agenda Sessions

In this workshop, Ignite CAB expert Gavin Nathan teaches you the top most engaging agenda sessions.

Gavin shares examples from CAB meetings we’ve facilitated and how to structure sessions for better CAB member interaction and actionable feedback.

What you will learn:
– Must-haves for agenda sessions
– Overall flow of the top interactive agenda sessions
– Why expert facilitation is key to driving more and better engagement



Elevate Customer Advisory Board Meeting Engagement

Do you want to take your CAB meeting engagement to the next level?

In this workshop, uncover participation tactics to energize your meeting and transform outcomes.

Discover what a good facilitated meeting looks like. And why thorough planning is key. We’ll give you facilitation tips to increase meeting engagement.

By the end of this workshop, you’ll gain tips and techniques to increase engagement at your CAB meetings. And drive valuable business impact.



Mastering Post-Meeting Follow-Up

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.

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