Leveraging a Customer Advisory Board for Growth

A Customer Advisory Board (CAB) is a powerful approach to growing your organization through the insights and feedback of your clients. This week, for Exploration Tech, we are joined by Julian Dawkins, manager of the Customer Advisory Board for Episerver. Julian will share his experiences on how to go about the process of building a Customer Advisory Board, and tips for best leveraging the interactions for your and your customer's mutual benefit.

Key Takeaways:

  • Benefits of a Customer Advisory Board
  • Tips for building your Customer Advisory Board
  • How to determine what to discuss with your Customer Advisory Board

00:00 Introductions

03:26 Why a Customer Advisory Board is a Valuable Tool

06:07 Selecting Members for a CAB

10:31 Learning from Other CAB's Best Practices

12:53 Getting Customers to Accept the Invitation to Join an Advisory Board

15:23 Tips for Organizations without a CAB

20:18 The Role of Diversity, Equity, and Inclusion on a CAB

22:42 Working with Competitors on a Customer Advisory Board

25:33 Building a CAB to the Right Size

27:13 Tips for Meeting & Engagement of Customer Advisory Board

29:50 Deciding on Discussion Topics for the CAB

33:03 Taking on a New Opportunity: Leading a CAB

35:45 Ideal Frequency and Length of CAB Meetings

37:24 Thank You for Tuning In

A prominent voice on topics spanning online consumer behavior, digital B2B decision making, and emerging DE&I (diversity, equity, and inclusion) trends in tech, Julian is focused on delivering valuable customer insights and building sustainable customer-centricity at Episerver.

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