Choose Your Advisory Board Solution
Whether you need customer intelligence or strategic guidance, we provide comprehensive program management tailored to your goals.
CUSTOMER ADVISORY BOARDS
Full-Service CAB Management for Less Than a Full-Time Hire
Transform your customer advisory board into a strategic asset that drives product decisions, strengthens relationships, and accelerates growth—without the overhead of managing it internally.
Streamlined Operations
Expert logistics and operational support enables leaders to focus on customer relationships and key learnings.
Strategic Alignment and Clarity
Proprietary strategic assessment to align CAB program goals with your strategic objectives.
Executive Engagement
Proven playbook ensures leadership derives value with aligned and actionable agendas against clear priorities.
Advisor Activation and Retention
Proactive advisor engagement with reviews and feedback to drive program success and member retention.
What's Included
Foundation & Planning
Stakeholder alignment, strategic assessment, and CAB charter development
Quarterly Meeting Management
Agenda development, facilitation, documentation, and action item tracking
Continuous Optimization
Bi-annual reviews, performance tracking, and program evolution
Timeline: 2-3 months setup, ongoing quarterly meetings
STRATEGIC ADVISORY BOARDS
Build a World-Class Strategic Advisory Board That Drives Transformational Growth
From recruiting industry experts to facilitating strategic conversations, we handle every aspect of your SAB program so your leadership can focus on leveraging world-class insights.
