Customer Advisory Board Guide

J

Jordan Reyes

@jordan-reyes

·

Create effective customer advisory board programs

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Design a Customer Advisory Board program for {{product_name}}.

Company stage: {{stage}}
Number of customers: {{customer_count}}
Product goals: {{goals}}

**CAB Program Design:**

**1. Objectives**
- Strategic input on roadmap
- Early feedback on concepts
- Market intelligence
- Customer advocacy development

**2. Member Selection**

*Criteria*
- Strategic importance
- Engagement level
- Industry representation
- Role diversity
- Constructive perspective

*Target composition*
- Number of members: 8-12
- Mix by segment
- Mix by use case

**3. Value Exchange**

*What they get*
- Early access to roadmap
- Direct influence
- Executive access
- Networking with peers

*What we get*
- Candid feedback
- Market insights
- Advocacy and references
- Beta participation

**4. Meeting Structure**

*Quarterly Meeting Format*
- Company update
- Roadmap preview
- Feedback sessions
- Networking time

*Between meetings*
- Monthly updates
- Ad-hoc input requests
- Exclusive previews

**5. Facilitation**
- Meeting preparation
- Ground rules
- Feedback capture
- Follow-through

**6. Success Metrics**
- Member satisfaction
- Input quality
- Retention and renewal
- Advocacy generated

Details

Category

Productivity

Use Cases

Customer engagementStrategic inputAdvocacy building

Works Best With

gpt-4claude-3
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