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Meeting kitCustomer successBusiness reviews

Customer advisory board meeting

300 minutes 9 slides, 3 livepro Runs with Pro

A five-hour CAB day: show what you did with last round's input, preview the roadmap, and let customers prioritize themes live on their phones.

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Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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Customer advisory board

Your input, our roadmap, today's priorities

Title

In short

A customer advisory board (CAB) is a small group of customers who meet regularly to advise a company on its direction and roadmap. This kit plans a five-hour CAB day: 'you said, we did', a roadmap deck, a feedback board, a live vote to prioritize themes, breakouts and a thank-you email.
Time
5 hours
People
8 to 15 customers plus hosts
Includes
Agenda, 9 slides, board, follow-up
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1Customer advisory board
  2. 2You said, we did
  3. 3Everything on the next slides is confidential and may change. We're showing it early because your input changes it.
  4. 4Roadmap: now, next, later
  5. 5The themes
  6. 6Which theme would make the biggest difference to your team?Theme A · Theme B · Theme C · Theme D · Theme E live
  7. 7How well does this roadmap fit where your business is going? live
  8. 8What's missing from this roadmap? live
  9. 9Thank you for shaping this

The agenda

By the end of this meeting, members have shaped the roadmap, prioritized its themes and know what we'll do with their input.

300 min · 11 blocks, drawn to scale Fits exactly
  1. Welcome and introductions: your role and your biggest challenge this year, 20 minutes 20
  2. Why this board exists, and what we did with your last input, 20 minutes 20
  3. Customer roundtable: what's changing in your world, 45 minutesDiscuss 45
  4. Break, 15 minutes 15
  5. Roadmap preview (confidential), 30 minutes 30
  6. Roadmap feedback: what matters, what's missing, 30 minutes 30
  7. Lunch, 45 minutesBreak 45
  8. Prioritize the themes, 15 minutes 15
  9. Breakouts on the top theme, 45 minutesDiscuss 45
  10. Breakout readouts, 20 minutes 20
  11. What we'll do with this, and when you'll hear back, 15 minutes 15
075150225300 min
  1. +0′Welcome and introductions: your role and your biggest challenge this yearYour biggest challenge this year, in a few words20 minCheck-in
  2. +20′Why this board exists, and what we did with your last inputTip: Open with 'you said, we did'. It's the reason members keep coming back.20 minInfo
  3. +40′Customer roundtable: what's changing in your worldTip: Customers talk, you listen. Product people take notes and don't defend.45 minDiscuss
  4. +85′Break15 minBreak
  5. +100′Roadmap preview (confidential)Tip: The slides play here. Themes and problems, not feature lists or dates you can't keep.30 minInfo
  6. +130′Roadmap feedback: what matters, what's missingAdd a note to the right column30 minBrainstorm
  7. +160′Lunch45 minBreak
  8. +205′Prioritize the themesWhich theme would make the biggest difference to your team?Tip: Rename the options to your roadmap themes.15 minVote
  9. +220′Breakouts on the top theme45 minDiscuss
  10. +265′Breakout readouts20 minInfo
  11. +285′What we'll do with this, and when you'll hear back15 minWrap-up

The board

Must have
What would you pay for or fight for?
Nice to have
Good, but not urgent
Missing
What's not on the roadmap that should be?
Concerns
What worries you about this direction?

The follow-up email

Subject

Thank you for today's advisory board

Thank you for giving us a day of your time.

What we heard:
- Top theme from the vote: 
- Must-haves you raised: 
- What's missing: 
- Concerns: 

What we'll do next:
- 
- 

We'll report back on each of these by: 
Next meeting: 

A reminder that the roadmap we shared is confidential.

How to run it

  1. 1Invite eight to fifteen customers who are senior enough to speak for their teams and different enough to disagree.
  2. 2Open with 'you said, we did' from last time, including what you didn't do and why.
  3. 3Let customers talk first in the roundtable. Product people listen and take notes.
  4. 4Show roadmap themes, collect feedback on the board, then vote on the themes on phones.
  5. 5Report back on what you did with their input before the next meeting. That's what keeps a CAB alive.

Questions people ask

What happens at a customer advisory board meeting?
Members share what's changing in their world, see an early view of the roadmap, give feedback and help prioritize. The company reports back on what it did with the last round of input.
Who should be on a customer advisory board?
Senior people from a mix of customers who represent where you want to go, are willing to give honest feedback and can speak for their teams. Eight to fifteen keeps the conversation real.
How often should a customer advisory board meet?
Many meet once or twice a year in person, with shorter virtual sessions in between. What matters most is reporting back between meetings.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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