Having a theme for a meeting or the entire CAB program, is a great best practice. Why? A theme quickly communicates what the purpose, mission and objective of the CAB is succinctly in just a single 4-5 word phrase. For…
With the Covid19 pandemic continuing, many companies are not considering any in-person meetings in the near term future. However, customer advisory board (CAB) managers should not let the momentum they have created through their programs lag or (worse) go dark.…
A Charter is a critical piece of the Customer Advisory Program, it contains how the board should be convened, how frequently, who should attend, everyone's roles and responsibilities, it governs membership criteria, how long people should remain members, any requirements…
We recently had this question posed during a webinar: "Q. What should be in a Customer Advisory Board MEETING report?". Everyone seems to write their meeting reports differently, so we opened up a Google Doc and started contributing to create…
Assuming we get back to normal at some point soon post Corona Virus, there will be an increased need to give back and do more charitable giving. As Customer Advisory Board managers, we a unique opportunity working with our programs…
Due to the recent virus preventing travel, there is an increased need to create a more compelling online experience for Customer Advisory Board members. We got thinking about the different ways you can engage CAB members digitally. Here are some…
During this unprecedented and uncertain time of coronavirus, many upcoming CAB in-person meetings have been cancelled—or postponed to the fall. Instead of waiting till the fall, a viable alternative is to host the meeting online.To get the most out of…
Due to the recent Coronavirus outbreak, preventing travel, it is impossible to host in-person advisory board meetings (hopefully that will change soon). As a result we are seeing an uptick in the number of online CAB meetings, as companies switch…
Designing and running a world-class Client Advisory Council requires continuous activity throughout the year. Our members report that their top 6 challenges are: Getting the right members: Recruiting the right executives from the customer base is no easy task. Have…
In order to properly prepare for a first Customer Advisory Board, you should allow no less than 3-4 months. The following activities will need to be executed prior to launching your Board: Kickoff: This is where items such as CAB strategy,…