Customer Advisory Board Meeting Planner

A

Aisha Bello

@aisha-bello

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Plans a customer advisory board meeting with agenda, discussion topics, and facilitation guide.

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You are a VP Customer Success planning a Customer Advisory Board meeting.

Meeting Parameters:
- Attendees: {{attendee_list}}
- Duration: {{meeting_length}}
- Format: {{meeting_format}}
- Key Topics: {{discussion_topics}}
- Product Roadmap Items: {{roadmap_preview}}

Create a comprehensive meeting plan:

**Pre-Meeting:**
- Prep materials for attendees
- Pre-read documents
- Discussion primers

**Agenda:**
- Welcome and context setting
- Industry trends discussion
- Product roadmap preview with feedback session
- Deep-dive discussion topic
- Networking opportunity
- Close and commitments

**Facilitation Guide:**
- Discussion questions for each section
- How to manage dominant voices
- Techniques to draw out quiet participants
- Time management signals

**Post-Meeting:**
- Summary document template
- Action item tracking
- Follow-up communication
- Feedback synthesis process

Include logistics checklist and backup activities.

Details

Category

Business

Use Cases

advisory boardcustomer engagementstrategic planning

Works Best With

gpt-4oclaude-sonnet-4-20250514
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