#cabs

All Messages

Lisa Wilberding November 05, 2025 at 05:27 PM

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.

Amy November 05, 2025 at 05:02 PM

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 😊

Trish November 04, 2025 at 08:01 PM

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.

Taylor Bogar October 27, 2025 at 07:08 PM

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!

Ashley Ward September 26, 2025 at 11:40 PM

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!

Lauren Turner September 25, 2025 at 04:58 PM

<@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.

Erica Benton September 25, 2025 at 04:08 PM

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

Taylor Page September 25, 2025 at 03:07 PM

+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

Mary Green (Owner CMAweekly) September 25, 2025 at 02:12 PM

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

Amanda Peacock September 25, 2025 at 10:07 AM

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

Daniel Palay September 24, 2025 at 11:18 PM

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.

Lisa Wilberding September 24, 2025 at 10:36 PM

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

Evan Jacobs September 24, 2025 at 09:56 PM

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!🙏

Leslie Barrett September 24, 2025 at 09:18 PM

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

Amy September 02, 2025 at 12:39 AM

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

IMG_2211.jpg
Irene Yam August 18, 2025 at 03:48 PM

🎯 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!

Irene Yam August 15, 2025 at 09:33 PM

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

Irene Yam August 15, 2025 at 02:26 PM

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.

Mary Green (Owner CMAweekly) August 15, 2025 at 02:22 PM

We can share to general and even in the newsletter next week.

Mary Green (Owner CMAweekly) August 15, 2025 at 02:22 PM

What is the call about? Do you need anything for it?

Irene Yam August 15, 2025 at 02:16 PM

Good morning, happy Fri-day! Thanks, hope we can get others to chime in, and then I'll set up the meeting and include the Zoom link here.

Here's two options for Monday, 18th:
Opt. 1: 8am PT/10CT/11ET?
Opt. 2: 12PT/2CT/3ET?

Maria Braune August 15, 2025 at 02:09 PM

Both of those options work for me @Irene Yam!

Irene Yam August 14, 2025 at 06:25 PM

Terrific! Bring coffee or lunch... LOL I live in the Bay Area.. so I can meet as early as 8am PT/10CT/11ET, or later... you may have standing meetings with your teams.
Here's two options for Monday, 18th:
Opt. 1: 8am PT/10CT/11ET?
Opt. 2: 12PT/2CT/3ET?

I can also record and share for those wh cannot make it. : ) Please let me know when you're available to meet. So I can set up the Zoom.

Irene Yam August 14, 2025 at 04:25 PM

I'm open to setting up a Zoom meeting for the following Monday if you'd all like to join and discuss CAB planning for 30 minutes. I'm planning several, but it would be fun as a community to talk, AKA, CAB therapy. <@U07T66D33QW>, @Maria Braune, and anyone else!

Maria Braune August 14, 2025 at 04:09 PM

We have seen this in the past - I know it sounds a bit tricky - but do you happen to have a few of those clients that are geographically located near each other? We held a meeting in the city of one of our largest clients b/c they couldn’t travel. Could be an option where you go to them vs them coming to you.

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