#cabs
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💡Irene Yam posted this today ....some great tips related to advisory boards!
And has enough backbone to steer you away from bad decisions.
Anyone here have experience with freelancers for your CAB programs? Not an agency but folks with deep knowledge about the ins and outs and can run a full fledged program. We're putting out feelers at the moment to bring someone on at my job. Thx!
@Amanda Peacock <@U08K53MUNGJ> @Rebecca Grossman any ideas on this one? ^^
Happy Friday all! For those running CABs, what do you do for CAB alumni when their time on the CAB is done? We want to keep them engaged as a customer, so are planning to still share the quarterly meeting slide decks and summaries (no customer names included). Maybe a send off gift of some kind.
Morning!
As I prep for our next Client Advisory Board meeting (next week!), I wanted to share an exciting update. We’ve booked an incredible speaking duo from —a father/son team who will be talking to our HR and Payroll leaders about the multi-generational workforce.
I’ve been so impressed with their prep, the data they’re bringing, and the relevance of their content—it’s going to be a timely and impactful conversation. I know our members are really going to love it!
This topic is relevant to everyone—no matter your role—because we’re all working across multiple generations every day. It’s one of those sessions that gives our members something truly tangible to take back to their teams.
Atlassian recently had a webinar session about their CAB program. You can catch the replay of the Atlassian CAB webinar here:
Hi everyone! We're looking at starting up a CAB for another one of our targeted verticals. Thinking about a framework to help us define what we need out of the CAB, which will then inform topics and ideal candidates to invite. I've put together this strategy framework to cover off with our industry lead. Open to any feedback or tips for how you narrowed down what your org really wants from a new CAB.
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.