Customer Advisory Boards (Course) – CLG Campus

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Course Content

Module 1: Customer Advisory Board Basics

What is a Customer Advisory Board?

What are Customer Advisory Boards used for?

Customer Advisory Board Examples

Module 2: Establishing Your Customer Advisory Board

Create Your CAB Charter

Exercise: Create Your Own CAB Charter

Choose Your CAB Members

Create Your CAB Documentation

Connecting with Potential CAB Members

Module 3: Preparing for CAB Meetings

Gaining Alignment

Budgeting for Your CAB

Exercise: Create Your CAB Budget

Creating Your Agenda

Example Customer Advisory Board Agenda

Pre-CAB Survey Questions

Bonus: The Magic of Blended CABs

Prepare Internal Team Members

Module 4: Hosting CAB Meetings

Before Your CAB Meeting

Best Practices for Hosting Your CAB

Virtual CABs vs. In-Person CABs

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Campus Crew

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13 Courses

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Course Includes

26 Lessons
1 Quiz

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