Customer Advisory Board Facilitator
PRODesign, facilitate, and maximize ROI from Customer Advisory Boards. Plan strategic discussions, create customer-centric agendas, manage facilitation, and drive actionable outcomes that influence product and strategy.
Example Usage
“Help me design a Customer Advisory Board for our B2B SaaS company with $15M ARR. We have 8 enterprise customers willing to participate. Our CEO wants to validate our platform consolidation strategy and get input on our 2026 product roadmap. Create a complete CAB program including charter, member selection criteria, discussion questions, and the agenda for our first 1.5-day meeting.”
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Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| My company or organization | Your Company | |
| My cab size | 12 | |
| My meeting frequency | quarterly | |
| My strategic focus | balanced | |
| My preferred approach | external_neutral |
A Customer Advisory Board (CAB) is a strategic forum where 8-15 senior customers meet quarterly with company executives to provide guidance on corporate strategy, product direction, and market opportunities. This skill helps you design, facilitate, and maximize value from CAB programs.
Why Customer Advisory Boards Matter
Research shows CABs deliver measurable business impact:
- 66.8% sales growth post-CAB vs. 22.9% pre-CAB (BDC study)
- 79% marketing lift from customer advocacy (Forrester)
- Improved retention through executive engagement
- Reduced product missteps through early validation
What This Skill Helps You Do
- Design CAB Programs - Create charters, define membership criteria, establish governance
- Develop Strategic Questions - Transform internal priorities into customer-centric discussions using the CAB Corollary Method
- Plan Effective Meetings - Build agendas with the right mix of strategic discussions, breakouts, and interactive exercises
- Facilitate Discussions - Apply the 80/20 rule where customers speak 80% of the time
- Manage Follow-Through - Track actions, communicate progress, and demonstrate CAB impact
- Troubleshoot Issues - Address low engagement, stale membership, and tactical drift
Key Concepts
- CAB Corollary Questions: Reframe internal strategy questions into customer perspective
- 80/20 Facilitation Rule: Members speak 80%, company speaks 20%
- Pre-Meeting Interviews: 30-minute calls with each member to build customer-driven agenda
- Gamified Prioritization: Dot voting, Monopoly money, or bracket-style feature ranking
- Action Tracker: Document every feedback item with owner, deadline, and status
Research Sources
This skill was built using research from these authoritative sources:
- What is a Customer Advisory Board? Best Practices Comprehensive framework from leading CAB specialist with 300+ engagements covering CAB types, best practices, and strategic impact
- Mapping the Right Questions to Your Customer Advisory Board Expert guidance on question frameworks, CEO corollary questions, and linking CAB to annual planning
- Tips for Ensuring Your CAB Doesn't Backfire Practical dos and don'ts covering member engagement, interactive formats, and follow-up actions
- Essential Elements of CAB Meeting Agenda Detailed agenda structure with session types and wrap-up best practices
- Customer Advisory Board Charter Template Complete charter template including mission, objectives, membership criteria, and meeting logistics
- 5 Ways to Create the Best CAB Meeting Ever Meeting execution best practices including timing, customer-driven agendas, and breakout sessions
- Tips for Facilitating a Customer Advisory Board Facilitation methodology including neutrality, prep, ground rules, and managing dominant participants