#cabs

Thread

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!

Amy October 27, 2025 at 07:16 PM

@Irene Yam would be a great person to ask. She’s the expert 💡

Taylor Bogar October 27, 2025 at 07:29 PM

Thank you! @Irene Yam would love any advice you have 🙂

Alexie Glover October 27, 2025 at 08:24 PM

sounds like you're having a fun monday 🫠

Taylor Bogar October 27, 2025 at 08:40 PM

Oh, the best @Alexie Glover 10/10 recommend

Irene Yam October 28, 2025 at 01:04 AM

Outline: How to Sunset a Customer Advisory Board (CAB)

  1. Define the “Why”    •   Internal Alignment: Clarify the reason and leadership Buy-In: Secure executive alignment on messaging and next steps.

Plan the Communication Strategy
   •   Timing: Determine the right time (e.g., post-meeting or fiscal cycle) to inform members.
   •   Tone: Use an appreciative, transparent, and forward-looking message.
   •   Medium: Choose high-touch communications—personal calls from the executive sponsor, followed by a formal thank-you email/letter.
Deliver the Message Thoughtfully
   •   Thank Members Sincerely: Acknowledge their time, feedback, and partnership.
   •   Share the Why: Be clear on the reason for the CAB’s closure, strategically and respectfully.
   •   Celebrate Impact: Reiterate what the CAB helped shape or influence.
   •   Offer Connection Opportunities: Invite them to future advisory opportunities, beta programs, or customer councils if applicable.
Closure Experience
   •   Host a Final “Alumni” Call or Event: Use this opportunity to:
      •   Reflect on milestones
      •   Highlight contributions
      •   Celebrate relationships
   •   Provide a Commemorative Gift or Certificate (optional): Something personal and meaningful.
Preserve the Network
   •   CAB Alumni Group (Optional):
      •   LinkedIn group, newsletter, or invite-only Slack/WhatsApp channel
      •   Opportunity to stay informed and provide informal input
   •   Stay Engaged:
      •   Quarterly customer touchpoints (CSMs, execs)
      •   Invite to speak at events, case studies, etc.
Internal Wrap-Up
   •   Debrief with Internal Stakeholders: Share final feedback, what was learned.
   •   Archive Materials and Insights: Ensure everything (agendas, surveys, recordings) is stored in a shared drive or CRM/customer advocacy tool .
   •   Prepare for Future Reinstatement or Redesign: Leave the door open
Optional Public Post (LinkedIn or Blog)
   •   Reflect on the value the CAB brought.
   •   Express gratitude to customers.(great for the practitioner to share their experiences/ thoughts/ gratitude.)
Bonus Tips: always have an executive send the comms
   •   Document Everything: This will support analyst relations, future CABs, or internal customer programs.

Ok- so signing off, per Amy, she asked. On vacation….🏝️

Taylor Bogar October 30, 2025 at 10:04 PM

Thank you so much @Irene Yam !! This is amazing

Irene Yam October 31, 2025 at 12:11 AM

You’re so welcome, <@U08S5TC6MC7>.