#cabs
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not sure when your CAB is or if you will have time for this but before my last CAB we created pre-CAB connections. we paired similar members with similar use cases or personas, introduced them via email and asked them to schedule 30 min to discuss a specific topic ahead of the CAB session. during the CAB session then each of the pairs did a 2-3 min overview of their discussion which then led to questions from their peers and more organic conversation so thats one idea.
We will have two breakout rooms:
1. Array of senior (VP+) executives across IT, Operations, Revenue
2. Group of mid-level (Director+) leaders across IT, Marketing, and Ops/Production
Hi Cabbies 🚕
We are preparing for our first CAB meeting of the year (virtual event) and want to spend some time in our breakout rooms to facilitate introductions. Our members get a lot of value out of how they use our tools, and we were not intentional about dedicating time for them to get to know one another
I'd love to know what your approach has been to asking interesting and inviting questions that will help members get to know each other on a professional and personal level. If you'd be open to sharing any samples prompts, I'd greatly appreciate it to get the gears turning
I think that's next Friday @Amy 😄
Irene Yam (author) is going to be talking about CAB programs next Friday.....
Hello all my cabbies - are any of you tabbies? Technical advisory board managers?
@Irene Yam has a super interesting post about CAB budget....
@here We will be arranging a follow up call with Sean to cover the templates he referenced + more of Sean's best practices that we didn't get to today. In the meantime, please feel free to contact Sean directly ; . Mary will share a youtube link once available. Thank you and have a great weekend!
• THis was a really good quote from the next slide in Sean's deck today about content: 80/20 Rule – you are there to listen and learn; your customers/ prospects should be talking 80% of the time
Hello everyone! Join our webinar tomorrow 3/12 @ 2PM ET to hear about how Atlassian runs their CAB program. Amy Sulpizio at Atlassian will talk about the evolution of their CAB program, what makes their program unique, and business impact from their CAB program.
i like that a lot, thank you! <@U08F66RT0UD>!
hello folks! we are hosting our first in-person TAC (technical advisory council- similar to a CAB but we don't have a membership process, it is more focused on our technologies admins/ users vs C-suite). We have 12 customers from different accounts attending. Do you all share the list of people attending prior to the meeting? I.e. kick off a large email thread with all of the customers attending so they can say hi? or make it more of a surprise to see who is there when they all arrive in-person?
Please mark your calendar for next Friday. Don’t miss our conversation about Customer Advisory Boards. Register here
CMA Weekly on March 14 @11am PT will feature Sean D. Geehan, the president and founder of Geehan Group, the premier thought leader in and provider of Customer Advisory Board and executive level customer engagement research, services, and methodology.
Sean has more than 30 years of experience in the area of sales, marketing and consulting services. He has spoken at and moderated many conferences, hosted a weekly radio talk show, and is the recognized expert on Customer Advisory Boards.
Geehan Group has helped build programs for Oracle, HPE, Salesforce, Adobe, Intel, HCL, NIIT, SAP/Ariba, Infosys, LexisNexis, NCR, Microsoft, Symantec, VMWare, and Autodesk. His book “The B2B Executive Playbook” has made several National Best-Seller lists, including: Wall Street Journal, USA Today, Amazon and CEO Read.
Hey Cabbies (is that a thing?) I saw this post and interview from @Irene Yam on LinkedIn, it looked like a good share for all of you.
Do you know Eric Prosser?
CAB experts say 6 months minimum to establish a CAB (define objectives, qualify customers, coordinate logistics, confirm an agenda). CABs are meant to be the beginning of a process, a formal program with more than one meeting. If your team wants to do this right the first time they should allow time to create something that customers will find value in and want to participate in the program.
What are some good strategies to get executives to ‘do the work’ necessary to support a real, interactive CAB? For example, in a start-up org and the PE folks and board want a real CAB established within a quarter.
Another cool resource for CAB best practices
For those of you interested in CAB best practices, here’s a great Q1 checklist from Farland Group.
Hey team 👋 As luck would have it, Captivate's very own @Elizabeth Hammersley will be sharing her CAB best practices at our next 'Talk Advocacy to Me' event on March 4th!
What are the best resources and training for learning how to successfully run CABs? Years ago I was looking at a training workshop that was quite expensive. Is it better to learn hands-on by doing?
Hi Everyone! I’m working on a presentation on launching a CAB for the final phase of the interview process. As part of the presso they asked me to look into best practices & insights for CABs in similar industries. Their solution targets high school athletic directors and coaches. Do any of you run a CAB that targets programmatic leaders at schools? Or can someone help me with my AI promt? This one seemed to work the best but it yielded very large company examples
“Find examples of successful customer advisor board programs for technology products serving high school extracurricular programs.”
Hi all! What are we doing to get customer content out of a CAB event? We're having our event in march onsite and would love to get some great content from our top customers. I want to be mindful of their time, so I was wondering what others have done (as this is my first) - thanks!
Hi CAB people! I'm presenting our CAB program recommendations to my LT next week and am hoping to share how other orgs are running their programs to give them a sense of what to expect. If you have a moment, would you mind threading or DMing me with answers to a handful of questions? Hoping it'll only take you a minute or two!
• Your industry/vertical/who are your customers?
• Is your CAB mostly executives/senior LT or a mixture of levels?
• How many CAB members do you have? Do they have a commitment timeframe? 2 years, 1 year, etc?
• Do you offer them stock options or some sort of tangible offering for participating? If so, what?
• How many times do you meet per year? Are they mostly virtual or in-person? A mixture?
Thanks so much for taking the time.
Hey all - I am re-launching our CABs after a year hiatus.
I'm pulling together recommendations for our Product Marketing and Product Team (they "own" the program regarding final decisions, content, goals, etc.) for the re-launch.
I, of course, have a massively long laundry list of recommendations I would love to see happen and am culling that.
But I also wanted to reach out to others who are active CAB managers.
If you were able to start brand new on a refreshed Advisory Program what are:
• Top non-negotiable components you feel are necessary to make the program successful
• Dream items (big or small) that you think would make your program better and if there weren't certain roadblocks you would be implementing them.
Hey hey happy 2025!! I’m trying to trim down our CAB costs in the new year. In the past we’ve covered 2 nights hotel and now I’m trying to create an agenda for 1 night with at least a full day of meeting time. This is for a stand alone CAB it is not tied to a user conference/event.
Our standard agenda looks like this:
Arrival + welcome reception
full day meeting + dinner
1/2 day meeting + departures
Does anyone do an arrival + meeting on the same day or late departures after the meeting?!