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  • What is a Customer Advisory Board?
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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...
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...
Keeping Customer Advisory Board Momentum Going Through Interim Conference Calls

Keeping Customer Advisory Board Momentum Going Through Interim Conference Calls

by Rob Jensen | Apr 24, 2024 | Blog, Customer Advisory Board Best Practices, Post-Meeting Follow Up, Virtual Meeting

After your company has hosted your initial (or recent) customer advisory board (CAB) meeting and followed up by sending the important meeting materials to members, you may be thinking that your program is FINALLY completed. These accomplishments are significant, no...
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...
Post-Customer Advisory Board Meeting: Five Action Tracking Must-Do Tips

Post-Customer Advisory Board Meeting: Five Action Tracking Must-Do Tips

by Rob Jensen | Jan 29, 2020 | Blog, Customer Advisory Board Best Practices, Post-Meeting Follow Up

Of all the recommended post-customer advisory board (CAB) meeting deliverables (meeting report, ongoing engagement plan and action tracker), we not only get a lot of questions about how to prioritize, manage and track resulting meeting action items, we see companies...
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