[CAB Workshop] Customer Advisory Board Recruitment Strategies

Watch the Video Below ↓

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.

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.

What you will learn:

  • How to identify the right advisory board members.
  • The ideal CAB recruitment process.
  • What happens after CAB member recruitment.
  • Tips and advice to rank and retire advisory board members.

Speaker: Kelley Spiridakis, Senior Consultant and Facilitator, Ignite Advisory Group

Webinar content:
0:00 Workshop opens
01:45 Welcome, housekeeping, about Ignite
03:20 Poll: Top CAB recruitment challenges
05:11 Managing the recruitment phase
06:17 Identifying and prioritizing customers
16:55 Invite customers to join CAB
19:37 Q: How to invite competitors?
21:21 Q: Challenge in gaining exec visibility, who should recruit CAB members?
24:46 Onboard and engage CAB members
26:13 CAB member ranking & ongoing recruitment
29:29 Q: How to address CAB member delegation?
31:54 Ongoing recruitment, key Qs to consider
32:42 How to engage CAB members year-round?
36:00 Q: Multiple CABs for different areas of the business?
39:13 CAB resources
40:32 End of workshop

Talk to an Ignite Customer Advisory Board Expert