WEBINAR

How to Build a Customer Advisory Board That Drives Retention, Expansion & Advocacy

Most CAB advice sounds great in theory. Very little of it works in real life.

CABs often look strong in a planning deck but fall apart once the meetings start. This session breaks down the simple truths behind CABs that actually drive impact and the real reasons most programs never become strategic.

Purpose comes first

CABs drift when nobody agrees on why the group exists or what decisions it informs.

Choose members with intention

The wrong voices derail input, distort priorities, and stall credibility with Product and execs.

Decisions create value

Meetings that don’t tie to clear decisions rarely turn into action or revenue impact.

In this webinar:

We’ll cover the practical steps and meeting structure that make a CAB actually useful, whether you’re improving the one you have or building your first the right way.

You’ll walk away knowing how to:

Determine if you’re ready for a CAB and which type makes sense for your company

Align Product, CS, Marketing, and execs on the purpose so the CAB becomes a strategy lever instead of an update meeting

Select the right members to align with the overall strategy and goals of the CAB

Run meetings that uncover critical insights with a structure that produces real input and next steps

Turn CAB insights into action so they show up in roadmap, messaging, and expansion in a way leadership actually trusts