Customer Advisory Board (CAB)

Structured a Customer Advisory Board program to deepen strategic relationships and turn customer input into clearer priorities, messaging, and roadmap alignment—without overloading stakeholders.

Impact

Improved strategic account engagement through structured sessions and clear agendas.

Increased internal alignment by translating discussions into action-ready outputs.

Reduced friction with repeatable formats (invites, briefs, recaps, follow-ups).

Playbook

Define CAB purpose: validate direction, gather insight, build trust.

Select participants based on strategic value + diversity of needs.

Create a tight agenda: themes, questions, timeboxes, outcomes.

Run facilitation: capture insights, decisions, open questions.

Publish a recap: what we heard → what we'll do → by when.