Created by:
Customer Marketing Alliance
What is a customer advisory board planning template?
A customer advisory board planning template is a step-by-step working document for planning, running, and following up on your CAB. It takes you from the reason the board exists through who you invite, what happens on the day, and what you do with the feedback afterward.
It also helps you design a day members want to come back for. The payoff is feedback that shapes decisions, and members who see that happen.
What’s inside the template?
The template walks you through eight sections, covering the full CAB planning cycle:
- Define your CAB objectives
- Choose your board type
- Recruit the right members
- Design an engaging agenda
- Deliver a standout member experience
- Prepare your internal team
- Capture stories while everyone’s together
- Turn insights into action
How to use the template
Start with the first section. The objective you set decides who you invite, what you discuss, and what you measure, so lock it in before any invites go out.
Begin several months before your board meets so the agenda has time to change. Agree with sales leadership up front on whether account teams join the sessions or only the evening events.
Share what you heard with your company and your members within a few weeks, then report progress at your next check-in. Members who see their feedback turn into action stay candid.
Download your customer advisory board planning template
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