How to organize a customer advisory board? (How-tos)

Someone asked me today —

I mentioned to them that there’s no one-size-fits-all answer to this question, as the best way to organize a customer advisory board will vary depending on the specific needs and goals of the organization.

However, some tips on how to organize a customer advisory board include:

1. Develop a charter

  1. Develop a CAB Charter
  2. Define the purpose of the advisory board
  3. Ensure Leadership is on board with the plan
  4. Identify and reach out to potential board members.
  5. Create a schedule and structure for the board meetings.
  6. Communicate regularly with the board members.
  7. Solicit feedback and input from the advisory board.
  8. Track attendees, overall contributions, NPS, CSAT, Engagement on a community or with a user group, ARR/NRR for the Account, etc.
  9. Step back and reflect every quarter about what works and what doesn’t

What’s missing?