#cabs

A short podcast with some good CAB and award program tips from Cate Vanasse from Talkdesk

https://www.linkedin.com/posts/catevanasse_building-customer-advisory-boards-that-drive-activity-7396905369568186368-SOSw?utm_source=share&utm_medium=member_ios&rcm=ACoAAABdKtcBs6hXkJ9iARxBUYHlDfHaJ8sWi20

Hi!! Has anyone held their CAB in Charleston, SC by chance? I have been to the city several times but haven’t held a meeting there so curious to hear what others might have booked!

over budget but cannot recommend these enough - https://remarkable.com/shop

Good question for 'no vendors' channel - I'm looking for some non-swag, customer speaker thank you ideas:
• Something that can be delivered digitally
• For decision makers/hands on (not C Suite) personas
• Budget ~$200 or so
Thank you!

<@U09EYKPL7BQ>, Amanda asked a follow up. 🙂

for internal or for CAB members?

Hiya, Does anyone have a template or advice on writing a summary report about a Customer Advisory Board?

Thank you!

I'll DM you shortly our charter we just put together for our ex CAB. It's unfortunately light on product feedback as our Engineering team didn't want to be a big part of the CAB process🫤. It works though, as the members are all C-level so deep product discussions wouldn't occur.

Hello 👋

Anyone have a one or two page (pdf or slides) outline of their CAB, executive sponsor or executive engagement program they would be willing to share?

Thanks 😊

Hi folks! What have been your most unique or lovely CAB venues in the East Coast and West Coast? What made the city and/or hotel unique and special? What experiences did you invest in?

Here are two of mine:
• The Arizona Biltmore in Phoenix, AZ. The day before the event, we got our customers into branded hot air balloons with execs, and ended with a champagne toast.
• Ritz Carlton Half Moon Bay in Half Moon Bay, CA. The venue was dramatic and classy.

Does anyone have an example of comms around sunsetting a CAB? One of my clients wants to shut the CAB down and instead invest the time into a larger advocacy play. Our CAB members love the program, so I want to be thoughtful about the messaging!

Does anyone have a good recommendation on how best to record/capture CAB conversations? We'll all be in the same room at the same time and it's a boardroom style setup. Should it be as easy as having a microphone setup in the middle, connected to a laptop recording on Zoom with our call recorder?

Seems simple enough, but any tips would be welcomed!

<@U09FN6YKFCM> If you’re going for holiday, I’d do Thanksgiving over Christmas for gifting-it stands out more (and bypasses religious associations). Token gift for the welcome and the nice gift for Thanksgiving after they’ve done something. Give something meaningful to them, not swaggy.

Are folks giving Welcome and/or holiday gifts to CAB members? What has been well received by your CAB members?

+1 to Convene as a general recommendation. we're using one in NY for our user conference (including a CAB meeting) next month, but i will likely use for CABs around the world next year. they're a litttttle generic/corporate for my taste BUT super easy to work with and well suited for lots of different events

That is so cool <@U08V0DUNXQB> can you take a pic?

@Daniel Palay im at that venue right now and use the library to film a session lol

We're actually doing this next month @Leslie Barrett. Though we're taking advantage of the location of our conference to do a CAB along side of it, so ours is the "Library" of the Covene near St. Pauls. But there are certainly other good venues and places to consider depending on where in London you want your folks to experience.

I've looked into some venues and thought this would be really cool, but not sure how many members you'd have. This might be more of a dinner engagement. https://share.google/5ODQ7NKZyuf049UFR

I have!! Have also some good suggestions for bonding activities with CAB members! DM me if you want to chat more on it, @Leslie Barrett . Thanks!🙏

Hi! Random but has anyone hosted a CAB in London? Or know of a good venue for one?

A follow up to our call with Sean Geehan to discuss CAB programs.

He is offering a new program and asked a me to share these details.

He is not part of this Slack community so please contact him directly for more information (see below).

I’ll also post the link to the recorded session he lead for us awhile back.

https://forms.office.com/pages/responsepage.aspx?id=F-Xn-kaEQkmdY7iYgUHmZ_wAai_sBBxHiGiqHOTekVtUNjRHUVg1UVhNTkM4UlNNTFlJVlIxT0RFNS4u&route=shorturl

🎯 Just wrapped a great conversation with Lauren Stefano and Irene Yam on elevating our CAB strategy. Three key takeaways:
1. EMEA Customer Participation Challenge Getting European customers to join and actively participate in CABs requires different engagement approaches. We need multiple executive sponsors to make this work across regions.
2. Engagement Strategy Shift Virtual works, but requires intentional design. Lauren's running 3x/year cadence that's working well. Critical addition: nomination questions during selection to ensure customers who attend will actually engage with their board peers, not just listen.
3. Public Sector Expansion Different beast entirely. Needs adapted approach with more focused agendas and structured feedback loops. Educational sessions before asks = higher trust. Could be huge opportunity if we get the format right.

Here's the Otter.AI transcript, summaries, and audio file. (Doh, I actually forgot to hit the Zoom record button this am. ) Thanks, @Lauren Stefano!

Here's the Zoom for CAB Community_CMAWeekly

Date: Monday, August 18th
8am PT/10CT/11ET

https://us06web.zoom.us/j/84766565095?pwd=Vn5pHH2I31yCxF3jzBsbfrLGSSZ346.1

Hi Mary,
We're having a CAB open discussion: a few of us are in mid-stream in building and managing CABs, so we wanted to get together to tackle questions like:

• Gifting
• Budget CAB questions, due to travel bans... locations (run local CAB versus one location CAB)
Feel free to add to the newsletter, but just waiting on others to confirm time. I also called it CAB therapy, LOL.