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In-Person vs. Virtual: 6 Tips for Managing Hybrid Attendance at Customer Advisory Board Meetings

In-Person vs. Virtual: 6 Tips for Managing Hybrid Attendance at Customer Advisory Board Meetings

by Rob Jensen | Sep 29, 2021 | Blog, Customer Advisory Board Best Practices, Hybrid meetings, Virtual Meeting

With the Covid pandemic and related variants surging, many companies are struggling with their in-person travel and meeting procedures and policies. While they may desire to get “back to normal” operations to bolster their revenue streams, they are faced with...
Customer Advisory Board Success: Fireside Chat with Banking Veteran Jeff Rankin

Customer Advisory Board Success: Fireside Chat with Banking Veteran Jeff Rankin

by Rob Jensen | Apr 28, 2021 | Blog, Customer Advisory Board Best Practices

When it comes to learning how to run a successful customer advisory board (CAB), it’s always insightful to learn first-hand how some companies are doing it well. I had the pleasure of conducting an informal, “fireside” chat with Jeff Rankin, a former executive of U.S....
Running Effective Customer Advisory Board Internal Stakeholder Meetings: Five Must-Dos

Running Effective Customer Advisory Board Internal Stakeholder Meetings: Five Must-Dos

by Rob Jensen | Mar 24, 2021 | Blog, Customer Advisory Board Best Practices, Post-Meeting Follow Up

As CAB managers maintain the momentum of the customer advisory board (CAB) programs, one of the key checkpoints on initiative status will be their internal stakeholder meetings. After all, such stakeholders are key to ensuring program success and confirming CAB...
Providing Customer Advisory Board Meeting Presentations: Pros and Cons to Consider

Providing Customer Advisory Board Meeting Presentations: Pros and Cons to Consider

by Rob Jensen | Jan 27, 2021 | Blog, Customer Advisory Board Best Practices, Post-Meeting Follow Up

We are sometimes asked by our clients whether they should (or shouldn’t) provide their customer advisory board (CAB) members the presentations from their virtual or in-person (remember those?) meetings. While our standard response is to encourage host companies to...
Preparing for Virtual Customer Advisory Board Meetings: Five Must-Do Tips

Preparing for Virtual Customer Advisory Board Meetings: Five Must-Do Tips

by Rob Jensen | Nov 18, 2020 | Blog, Customer Advisory Board Best Practices, Meeting Preparation, Virtual Meeting

With customer advisory board (CAB) meetings taking place virtually now and for the foreseeable future, CAB managers and executive sponsors should take steps to ensure these meetings deliver utmost value to their members and their own host companies. While preparation,...
Why These 5 Odd Customer Advisory Board Choices May Be Harming Your Program

Why These 5 Odd Customer Advisory Board Choices May Be Harming Your Program

by Rob Jensen | May 20, 2020 | Blog, Customer Advisory Board Best Practices

As a customer advisory board (CAB) consultant, it’s always interesting to hear about how other CAB practitioners (who are not our clients) manage their programs. When doing so, it’s a reminder that there are indeed many ways to run a CAB, and every company needs to...
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