best practices & research
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 12/12/2008
Customer Advisory Council 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 05/01/2009
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 05/01/2009
Customer Advisory Group CHARTER: Formal charter describing the role and function of the board, its composition, authority and duration of board membership.
Last updated 05/01/2009
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 10/01/2009
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.
The research library is available to CustomerAdvisoryBoard.org Members. Our annual membership subscription (which includes discounted events and access to a network of Customer Reference professionals) is $199 and available here:
The following templates and best practices will save you days of time and thousands of dollars by providing everything you need to establish or improve your Customer Advisory Board - today.
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Last updated 09/03/2010
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 1/20/2009
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 11/02/2009
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 5/12/2009
