Customer Advisory Board Program Templates
These days, nearly every organization is working hard to not only obtain new logos while keeping existing ones, but also increase existing ARR as well. One of the best ways to do this is through a Customer Advisory Board (CAB). We get it, it’s a lot of work! However, we’ve taken the “pain” out of starting one from scratch by offering a suite of templates to not only build your own CAB program, but maintain it as well.
Templates included:
CAB Introduction - The intro deck to educate stakeholders on the program.
CAB Planning Deck - How to properly plan and communicate the plan to stakeholders.
CAB Working Group Governance - An internal/external guide on how to govern the CAB working groups.
Customer Advisory Board Charter - An internal/external guide on how the CAB is governed.
CAB Member Tracker - A program manager CAB member tracker.
Kickoff Meeting Deck - A CAB kickoff deck that explains the program, what it means for all involved, and what comes next.
CAB Email Invite - A template to invite CAB members.
Additional CAB Communication Templates - Additional communication templates to CAB members.
CAB Meeting Notes Template - A summary meeting note template to communicate post-meeting notes and to-dos.
CAB Working Group Discussion Guide - A CAB working group template to foster better discussion.
Not sure you’re ready to purchase? Click here to read my in-depth article first.
Should you need a live walkthrough or any consulting hours, please purchase those from our available options in our store.
These days, nearly every organization is working hard to not only obtain new logos while keeping existing ones, but also increase existing ARR as well. One of the best ways to do this is through a Customer Advisory Board (CAB). We get it, it’s a lot of work! However, we’ve taken the “pain” out of starting one from scratch by offering a suite of templates to not only build your own CAB program, but maintain it as well.
Templates included:
CAB Introduction - The intro deck to educate stakeholders on the program.
CAB Planning Deck - How to properly plan and communicate the plan to stakeholders.
CAB Working Group Governance - An internal/external guide on how to govern the CAB working groups.
Customer Advisory Board Charter - An internal/external guide on how the CAB is governed.
CAB Member Tracker - A program manager CAB member tracker.
Kickoff Meeting Deck - A CAB kickoff deck that explains the program, what it means for all involved, and what comes next.
CAB Email Invite - A template to invite CAB members.
Additional CAB Communication Templates - Additional communication templates to CAB members.
CAB Meeting Notes Template - A summary meeting note template to communicate post-meeting notes and to-dos.
CAB Working Group Discussion Guide - A CAB working group template to foster better discussion.
Not sure you’re ready to purchase? Click here to read my in-depth article first.
Should you need a live walkthrough or any consulting hours, please purchase those from our available options in our store.
These days, nearly every organization is working hard to not only obtain new logos while keeping existing ones, but also increase existing ARR as well. One of the best ways to do this is through a Customer Advisory Board (CAB). We get it, it’s a lot of work! However, we’ve taken the “pain” out of starting one from scratch by offering a suite of templates to not only build your own CAB program, but maintain it as well.
Templates included:
CAB Introduction - The intro deck to educate stakeholders on the program.
CAB Planning Deck - How to properly plan and communicate the plan to stakeholders.
CAB Working Group Governance - An internal/external guide on how to govern the CAB working groups.
Customer Advisory Board Charter - An internal/external guide on how the CAB is governed.
CAB Member Tracker - A program manager CAB member tracker.
Kickoff Meeting Deck - A CAB kickoff deck that explains the program, what it means for all involved, and what comes next.
CAB Email Invite - A template to invite CAB members.
Additional CAB Communication Templates - Additional communication templates to CAB members.
CAB Meeting Notes Template - A summary meeting note template to communicate post-meeting notes and to-dos.
CAB Working Group Discussion Guide - A CAB working group template to foster better discussion.
Not sure you’re ready to purchase? Click here to read my in-depth article first.
Should you need a live walkthrough or any consulting hours, please purchase those from our available options in our store.
