Customer Advisory Board Setup Plan
Create a group of customers who guide your product.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Plan a customer advisory board (CAB). Our product, customer base, and size: [PRODUCT_AND_CUSTOMERS]. Goals (product direction, relationships, advocacy): [CAB_GOALS]. Resources and time: [RESOURCES]. Concerns (confidentiality, competitors in the same room): [CONCERNS]. Produce: 1. Charter: purpose, scope (what the board does and does not decide), term length, meeting cadence, and expectations of members and of us. 2. Member selection: criteria (segment mix, strategic importance, willingness to give candid feedback, seniority), a scoring table, and a list of diversity considerations; the invitation email (120 words). 3. A first-meeting agenda (half day): welcome, our strategy, customer stories, product roadmap discussion with structured feedback, working sessions, and commitments. 4. Governance: confidentiality agreements reviewed by a lawyer [VERIFY], competition-law caution about discussing pricing or competitors, and no promises of features. 5. A feedback capture method and a "you said, we did" report after each meeting. 6. Measures of success and a decision rule to continue or end. 7. A budget estimate with the arithmetic. Use only my details, and state clearly what is a hypothesis. Competition-law limits on discussing pricing and competitors differ in [JURISDICTION]; have counsel brief the members before the first meeting.
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