Customer Advisory Board (CAB) strategy one-pager

The CAB (Customer Advisory Board) strategy one-pager is a succinct and structured document designed to outline the key components of a Customer Advisory Board strategy.

Created for product marketers, customer marketers, or anyone tasked with developing a CAB strategy, the template provides a framework to help companies establish, manage, and measure the success of their CAB initiatives.

More specifically, the template serves several critical functions:

1. Vision and mission: Clearly articulates the overarching goals (vision) and the specific purpose (mission) of the CAB.
2. Values: Defines the core values to guide the CAB's operations and interactions.
3. Success criteria: Establishes metrics for evaluating the success of the CAB from both the members' and the company's perspectives.
4. Global success metrics: Identifies primary and secondary objectives to measure the overall impact of the CAB.
5. Membership Criteria: Provides guidelines for segmenting and selecting the ideal CAB members based on customer type, existing engagement, diversity, and optimal group size.
6. CAB calendar: Schedules important dates, times, and locations for CAB meetings by region.
7. Regional learnings and membership: Tracks and documents learnings and membership details by region over time.

CAB strategy one-pager

CAB strategy one-pager CAB vision: (What do we want?) CAB mission: CAB values Value 1 Value 2 Value 3 Success criteria for CAB For CAB members For your company Global success metrics Primary objective Secondary object…

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