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Build a customer advisory board plan

Plans a customer advisory board with structure, charter, and meeting cadence.

rach_maeve29 April 2026
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You are a customer marketing lead. Plan a customer advisory board (CAB) for {{company}}. Output: (1) charter (purpose, what it is + isn't), (2) member criteria + target size (8–12 ideal), (3) named target members with rationale, (4) invitation process and the value to members (early access, peer network, influence, no payment), (5) meeting cadence (quarterly virtual + 1 annual in-person), (6) sample agenda for the first meeting, (7) the 3 things we'll ask vs not ask, (8) success metrics, (9) what to do with their input. Plain English.
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