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…
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…
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,…
Creating a solid and balanced agenda designed to provide the key strategic insights you need will be crucial to the success of your CAB. Below are just some of the areas of your business that can be explored in your…
There are several things to remember before deciding to launch a Customer Advisory Board: A CAB is not a one-off, check-the-box kind of event. It is an ongoing initiative executed for the purpose of driving future strategies for the business…
The benefits of a well-orchestrated Customer Advisory Board are too numerous to count, but here are a few of the key advantages: Gain a keen understanding of market conditions Enhance rapport with key customers Drive loyalty – your best customers…
A CAB is NOT a Board of Directors with fiduciary responsibility A CAB is NOT a sales event A CAB is NOT a focus group A CAB is NOT a customer complaint session A CAB is NOT a presentation to customers It is imperative that the customers around the table…
Answers to the following questions can be achieved by a well-directed, well-planned and well-executed Customer Advisory Board: Is our company moving in the right direction and is our value proposition one that is in alignment with the needs of our…