Customer Advisory Board Skill

Design a customer advisory board that gives you honest strategic input and deepens relationships with your most important customers — not a thinly disguised sales pitch. A good CAB is member-first: they come for peer exchange and influence, not a roadmap presentation.

What This Skill Produces

• A CAB charter: purpose, cadence, and what members get
• Member selection criteria and a balanced roster plan
• A meeting agenda built around discussion, not presentation
• Discussion guides and facilitation prompts
• Logistics, roles, and a follow-up plan that captures and returns value

Required Inputs

Ask for these if not provided: