WEBINAR

I Found The Perfect Way To Run A Virtual CAB

Irene Yam

Author, "Build A World-Class Customer Advisory Board"

Thomas J. Patti

Veteran CAB Customer Advisor

Irene spent 24 years building and running CABs for enterprise teams at

RingCentral

Riverbed

EMC

In this webinar:

We’ve all been on the receiving end of those bloated agendas. 50 slides, back-to-back demos, executives who love the sound of their own voice. By hour two, everyone’s checked out. By hour three, you’ve lost any goodwill you built by inviting them in the first place. The truth is, CABs drift when no one is clear on why the group exists or what decisions it informs. Meetings that don’t drive real outcomes rarely lead to action, loyalty, or the kind of strategic partnership we’re all chasing.

You’ll walk away knowing how to:

Design shorter CAB meetings that customers actually want to attend
Four 90-minute sessions beat one annual slog every time. Learn how to structure them so engagement stays high.

Focus on decisions, not presentations
Stop treating CABs like show-and-tell. Get into the nitty-gritty issues that matter, and let your customers act as advisors.

Balance your needs with theirs
Your roadmap updates matter, but so do the topics keeping your customers up at night. Learn how to co-create agendas that feel mutual, not one-sided.

Turn CAB meetings into strategic opportunities
Map your CAB program to the moments that matter—analyst season, product launches, churn reduction—so every meeting has a clear purpose and outcome.