Who is leading the Customer Advisory Board program in your organization?

Mike Gospe
Mike Gospe Member Posts: 33 Expert
First Anniversary

Customer Success leaders and CAB sponsors/managers:

The spring series of CAB meetings are happening now through May, and prep for the fall meetings are beginning. As a CAB strategist for 20 years, I'm always on the lookout for what CS/leadership teams need to produce a winning CAB program.

Who spearheads the CAB program?

What tools and resources are you using to drive a successful CAB program?

What information/tools/resources do you need by are having trouble finding?

As always, thanks for your guidance.

Mike Gospe

CAB Strategist

[email protected]


  • Harsh Shah
    Harsh Shah Member Posts: 40 Expert
    5 Comments Name Dropper

    Hi @Mike Gospe thanks for starting this thread!

    At my current organization, we still haven't started this program but would love to know more as it is super helpful for us to get feedback from our most active users and champions. So, I am very much interested in following this thread to get as much information, ideas, best practices, tools, resources, and more to start a successful CAB program.

    Best Regards,

    Harsh Shah

    Customer Success Manager, Woliba

    Linkedin: https://www.linkedin.com/in/harshshah-15/

    Email: [email protected]

  • Chad Horenfeldt
    Chad Horenfeldt Member Posts: 61 Expert
    Third Anniversary 10 Comments Photogenic

    Our customer marketing team leads it but as the head of CS, I play a strong role in it.

  • jose lopez-lago
    jose lopez-lago Member Posts: 1 Navigator
    First Comment First Anniversary

    Hi Mike!

    At our organization, local CS leadership runs point (outreach & agenda) in partnership with our Global Product Marketing and Global CS Strategy teams.

  • Brittney Carlisle
    Brittney Carlisle Member Posts: 1 Navigator
    First Comment First Anniversary

    A group within our Customer Success org that we have built called the Customer Experience team leads all voice of the customer initiatives including our customer advisory boards. We partner with our product, GTM and marketing teams on this initiative.

  • mccauley.dd
    mccauley.dd Member Posts: 3 Navigator
    Photogenic First Comment

    Product marketing has played the organizational component but we have participants from CS, Sales, Product and leadership that engages.