How is your program coordinated?
Centralized (a function in HQ)
Decentralized by Region
Decentralized by Product
What % of your organizations geographic regions are covered by your program?
Less than 33%
33-66%
66% or more
What % of products/business units are covered by your program?
Less than 33%
Between 33 and 66%
More than 66%
What level in your organization is the program executive sponsor?
Manager/VP
Director/SVP
C-level/President
Do you have a dedicated annual program budget?
Yes
No
What is the typical member profile?
C-level/President
SVP/Director
VP/Manager
Who consumes data collected at Customer Advisory Board meetings? (select multiple)
Marketing
Sales
Public Relations
Strategy
Customer Support
Product Development
What % of invitees attend meetings in person?
Less than 50%
Between 50 and 75%
More than 75%
How many Customer Advisory interactions occur within a year (meetings/calls/events)?
Less than 4
5 to 9
10+
Are your program performance metrics tied to any of the following (select multiple)?
$value new business
# deals closed
Customer loyalty
None
What additional benefits are tracked from Customer Advisory Board interactions?
Reference call
Case study
Press release
Social media mentions
Analyst reference
Award submission
Surveys
Speaking opportunity
Customer referral
Do you have a CAB Charter?
Yes
No
Do you interview members on the agenda topics before each meeting?
Yes
No
Are customers surveyed on program satisfaction?
Yes
No
Do you score your members on their performance?
Never
Annually
After every interaction
Do you offer incentives for client participation?
None
Non-monetary
Monetary
How frequently are advisory board members rotated?
Less than 2 years
2 to 4 years
4+ years
Never
Do you have any of the following (select multiple)?
Partner advisory board
C-level only advisory board
Alumni advisory board
What technology is used to manage the advisory board?
None
Spreadsheets
Home grown database
Purpose made software program
Are you a member of a community (like Customer Advisory Board .org) to share best practices?
Yes
No
Email address (to receive benchmark score)