Get closer to your customers

member library

Legal Disclaimer for Customer Advisory Board members: One of the hurdles to creating a CAB is handling the legal ownership aspects of confidential information and intellectual property that is typically created and exchanged in a Customer Advisory Group. This disclaimer will help satisfy your legal department and protect your corporation's intellectual property.
Last updated 02/12/2011


Customer Advisory Board Manager WANTED: Detailed job description with requirements, expectations and responsibilities necessary to recruit for this role on a full or part-time basis.
Last updated 05/01/2011

Using your CAB throughout the New Product Development Process: A detailed description of how a Customer Advisory Council can help with insights gathering, innovation, testing and feedback to improve your innovation and NPD processes.
Last updated 6/01/2011

Customer Advisory Board CHARTER: Formal charter describing the role and function of the board, its composition, authority and duration of board membership.
Last updated 05/01/2011

Profile Templates for Customer Advisory Board members:
 An elegant template to collect personal information, skills and experience of Customer Advisory Board Members to help introduce and integrate new members to an existing board and faciltate better social networking - enabling productive conversations to flow a lot sooner.
Last updated 10/01/2011

BASIC Customer Advisory Board Meeting AGENDASample agenda for a half or one day meeting in person. 
Last updated 8/18/2011


Online Community Blueprint for Customer Advisory Board (including page by page screenshots illustrating best practuces): A complete blueprint to create and manage a Customer Advisory Boards online including screen layout, key functionality and best practices in engaging executives online, gleaned from extensive research of many online customer communities.
Last updated 01/09/2011
 
How to Retire Executives from a Customer Advisory Program: Best practices gathered from our community on approaching one of the toughest challenges of Customer Advisory Board managers.
Last updated 2/25/11 

Welcome Members!

Please BOOKMARK this member-only page now so you can return during the duration of your annual membership.

Just click on the documents links below to download...

Strategic Guide for Creating & Managing a Customer Advisory Board: A complete checklist for all the activities, deliverables, roles & responsibilities involved in establishing a new Customer Advisory Board or improving an existing poorly performing CAB. Packed full of proven best practices.
Last updated 3/9/2011

The Business Case for a Customer Advisory Board: 

Includes an Excel spreadsheet to help you calculate the expected business value (Return On Investment) and budget required (Total Cost of Ownership) of a CAB for any organization, large or small. Plus a Powerpoint presentation for gaining executive sponsorhsip and approval of the program internally.
Last updated 3/2/2011

 

Customer Advisory Board Scorecard: Includes an Excel spreadsheet to help you measure and track the success of a Customer Advisory Board in achieving strategic goals and objectives across Marketing, Customer Support, Sales and New Product Development.
Last updated 11/02/2011

Member Invitation Letter for a Customer Advisory Board: A carefully worded formal invitation to increase your succes rate at recruiting new CAB members.
Last updated 5/12/2011

PRESENTATIONS from the Customer Advisory Board .org Conference 2011:

AT&TWells FargoGeehan GroupIGNITEIGNITE2PNC Bank