Unlocking the Power of Customer Feedback: Creating a Successful Customer Advisory Board

What is a Customer Advisory Board?

A customer advisory board (CAB) is a small group of customers who are familiar with your product and genuinely interested in improving its functionality and user experience. They provide high-quality feedback, helping you refine your product strategy and stay ahead of competitors.

Benefits of a Customer Advisory Board

  • Validate assumptions: Get real customer feedback to inform product decisions
  • Let customers lead the way: Tap into their knowledge of your product and market trends
  • Increase revenue: Show customers you value their input, leading to increased satisfaction and loyalty

Who Should Join Your Customer Advisory Board?

Identify a cross-section of your most active users who align with your ideal customer profile. Look for decision-makers who are passionate about your product and willing to provide constructive feedback.

How to Run a Successful Customer Advisory Board

  1. Establish clear goals: Define what you want to achieve with your CAB
  2. Determine eligibility: Set criteria for selecting members
  3. Recruit customers: Invite customers to join your CAB
  4. Schedule feedback sessions: Regularly meet with your CAB to gather feedback
  5. Incorporate feedback: Act on customer input and communicate changes back to the CAB

Best Practices for a Customer Advisory Board

  • Listen actively: Hear customers out and ask follow-up questions
  • Be transparent: Clearly communicate the purpose and goals of your CAB
  • Show appreciation: Reward customers for their time and input
  • Keep it conversational: Approach interactions as conversations, not business transactions

Common Pitfalls to Avoid

  • Don’t sell: Keep the focus on gathering feedback, not selling new products
  • Avoid unplanned meetings: Stay on topic and avoid diverging from the agenda
  • Don’t dehumanize interactions: Treat customers as people, not just business partners

Example CAB Meeting Agenda

## CAB Meeting Agenda

* Introduction and welcome (5 minutes)
* Review of previous meeting's action items (10 minutes)
* Discussion of current product features and feedback (30 minutes)
* Breakout session: brainstorming new feature ideas (30 minutes)
* Wrap-up and next steps (10 minutes)

Example CAB Meeting Notes

## CAB Meeting Notes

* Attendees: John, Jane, Bob
* Key takeaways:
	+ Customers are experiencing issues with login functionality
	+ Need to improve documentation for new users
	+ Interest in integrating with third-party services
* Action items:
	+ Fix login issue by end of week
	+ Create new documentation for new users by next meeting
	+ Research integration options and present at next meeting

By following these guidelines and best practices, you can create a successful customer advisory board that provides valuable feedback and insights to help drive your product forward.

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