#cabs

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Stephanie Porter April 23, 2025 at 03:32 PM

And has enough backbone to steer you away from bad decisions.

Vera Flores April 22, 2025 at 09:46 PM

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!

Shelly Ryder April 21, 2025 at 05:01 PM

@Amanda Peacock <@U08K53MUNGJ> @Rebecca Grossman any ideas on this one? ^^

Shelly Ryder April 18, 2025 at 08:23 PM

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.

Amy April 17, 2025 at 12:43 AM

💡Found this post insightful (and a new contact in the industry that was not on my radar) https://www.linkedin.com/posts/bonnie-fitzgerald-smith-2184376_customeradvisoryboard-[…]m=member_desktop&rcm=ACoAAABdKtcBs6hXkJ9iARxBUYHlDfHaJ8sWi20

Maria Braune April 16, 2025 at 01:43 PM

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 GenGuru—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.

Amy April 09, 2025 at 09:44 PM

Atlassian recently had a webinar session about their CAB program. You can catch the replay of the Atlassian CAB webinar here: https://www.igniteag.com/project/webinar-atlassian-cab/

Shelly Ryder April 08, 2025 at 08:11 PM

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.

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Amanda Peacock March 28, 2025 at 12:19 PM

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.

Emily Gover March 27, 2025 at 10:20 PM

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

Emily Gover March 27, 2025 at 10:19 PM

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

Mary Green (Owner CMAweekly) March 27, 2025 at 03:31 PM

I think that's next Friday @Amy 😄

Amy March 26, 2025 at 09:52 PM

Irene Yam (author) is going to be talking about CAB programs next Friday.....https://www.linkedin.com/posts/ireneyam_constellation-research-activity-7310736592577[…]m=member_desktop&rcm=ACoAAABdKtcBs6hXkJ9iARxBUYHlDfHaJ8sWi20

Mary Green (Owner CMAweekly) March 26, 2025 at 09:13 PM

Hello all my cabbies - are any of you tabbies? Technical advisory board managers?

Amy March 14, 2025 at 07:16 PM

@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 tel:9372713914|937.271.3914 ; sean@geehangroup.com|sean@geehangroup.com. Mary will share a youtube link once available. Thank you and have a great weekend!

Mary Green (Owner CMAweekly) March 14, 2025 at 07:05 PM

• 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

Tatiana Falconi March 11, 2025 at 04:30 PM

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. https://www.igniteag.com/project/webinar-atlassian-cab/

Kelsey Dannels March 11, 2025 at 12:23 AM

i like that a lot, thank you! <@U08F66RT0UD>!

Kelsey Dannels March 10, 2025 at 10:41 PM

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?

Amy March 07, 2025 at 04:20 PM

Please mark your calendar for next Friday. Don’t miss our conversation about Customer Advisory Boards. Register here https://lu.ma/0u2yij44

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.

Mary Green (Owner CMAweekly) February 28, 2025 at 05:01 PM

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? https://www.linkedin.com/posts/ireneyam_customer-advisory-board-cab-veteran-eric-acti[…]m=member_desktop&rcm=ACoAAAGvhVgB5SAn4yoFG6PJCwww9GBRY_9IhlE

Amy February 17, 2025 at 07:23 PM

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.

Jennifer Lyons February 17, 2025 at 06:15 PM

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.

Amy February 16, 2025 at 08:10 PM

Another cool resource for CAB best practices https://www.youtube.com/playlist?list=PLcEqEgN4SzvzViC0r27nwZGm2loniuPgE

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