Get closer to your customers
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 06/01/2010
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
BASIC Customer Advisory Board Meeting AGENDA: Sample agenda for a half or one day meeting in person.
Last updated 8/18/2010
Online Community Blueprint for Customer Advisory Board (including page by page screenshots illustrating best practices): 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.
Our research library is available to Customer Advisory Board .org members only. Membership is $199 and includes access to:
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Best Practice Documents
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Social network of 100+ Customer Advisory professionals & Member Directory
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Conference Attendee discount
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Global CAB Benchmarking Survey 2010 (coming soon)
Become a member to receive these benefits today:
Best Practice Documents
Social network of 100+ Customer Advisory professionals & Member Directory
Conference Attendee discount
Global CAB Benchmarking Survey 2010 (coming soon)
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....
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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 3/9/2010
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
Last updated 3/9/2010
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
