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Customer Advisory Board Meeting
Agenda and prep for a customer advisory board meeting — listen more than talk, capture more than pitch.
When to use this
CABs go wrong when they become a sales pitch. This template enforces a listening posture: customers speak first, longest; we summarise back; we name what changes.
What’s included
- Goal of this CAB
- Pre-work for attendees
- Agenda
- Ground rules
- Capture
- After
What to customise before you use it
- Replace Half / Year with your real meeting, project, or stakeholder details.
- Replace Date with your real meeting, project, or stakeholder details.
- Replace Venue with your real meeting, project, or stakeholder details.
- Replace Exec with your real meeting, project, or stakeholder details.
- Replace N customer representatives with your real meeting, project, or stakeholder details.
- Replace Customer success lead with your real meeting, project, or stakeholder details.
- Replace topic with your real meeting, project, or stakeholder details.
The template
# Customer Advisory Board — [Half / Year] **Date:** [Date] **Location:** [Venue] **Host:** [Exec] **Attendees:** [N customer representatives] ## Goal of this CAB > One sentence. What we want to know that we don't already. ## Pre-work for attendees - 30-minute 1:1 with [Customer success lead] in the 2 weeks before - Pre-read sent T-7: where we are, what we changed since last CAB, what we're considering ## Agenda | Time | Item | Owner | |------|------|-------| | 09:00 | Welcome and ground rules | Host | | 09:15 | Round-robin: one thing on your mind | All | | 10:00 | Theme 1: [topic] — open discussion | Facilitator | | 11:00 | Break | | | 11:15 | Theme 2: [topic] — open discussion | Facilitator | | 12:15 | Lunch | | | 13:15 | Roadmap reactions — we listen | Product | | 14:30 | What we're going to change | Host | | 15:00 | Close | | ## Ground rules - Chatham House — quote freely, attribute carefully - No sales pitches from us - "I disagree" is welcome; "we'd never" is not ## Capture - One dedicated note-taker per theme - Quotes attributable (with permission) for use in product narrative - Themes summarised at close, validated with the room ## After - Within 48h: thank-you + recording / notes shared with attendees - Within 14d: "you said / we'll do" summary published internally - Within 30d: any product decisions communicated back to attendees first