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Marketing Objective #85
Build a customer advisory board
Recruit a group of key customers who provide strategic feedback, testimonials, and advocacy on a regular schedule.
#85 Build a customer advisory board Marketing Objective

Why This Matters

A customer advisory board (CAB) provides direct access to strategic customer insights, feedback, and advocacy. CAB members become invested partners who provide guidance on product roadmap, messaging, and strategy. They also serve as powerful references, case study participants, and advocates. A well-run CAB strengthens customer relationships, surfaces valuable insights, and creates a group of VIP customers who feel a deeper connection to your brand.

Common Strategies

CAB strategies include: recruiting 8-15 customer representatives who reflect your ideal customer profile, meeting 2-4 times per year with structured agendas, preparing executive-level presentations and workshops, creating a safe environment for honest feedback, acting on feedback and communicating changes back to the board, offering exclusive benefits (executive access, preview events, networking), and measuring CAB impact on retention, advocacy, and product direction.

Key Metrics

CAB member retention, meeting attendance rate, feedback implementation rate, NPS of CAB members vs. general customers, referrals from CAB members, and CAB-influenced product changes.

Tools & Technologies

Customer advisory board platforms (CAB software, community platforms), survey tools, project management for feedback tracking, and CRM.

Specialists (3)

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