Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
Improve decision making and actions for enhanced outcomes.
Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Get status updates, warnings, and extensive reports at the right time so you can make effective decisions.
Create, monitor, and automate comprehensive Playbooks for every scenario.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Our core values, team, and community
Come work with us!
Get in touch anytime.
Employee success drives customer success.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
When brewing a new marketing communication program, it is a given that the client’s voice is the prime ingredient. And that is why customers are stirring their thoughts and ideas through the help of a board, customer advisory board (CAB). It is of high pertinence to see the business from multip
When brewing a new marketing communication program, it is a given that the client’s voice is the prime ingredient. And that is why customers are stirring their thoughts and ideas through the help of a board, customer advisory board (CAB). It is of high pertinence to see the business from multiple perspectives.
Also, wouldn’t it be nicer getting free advice from loyal customers? Or just real valuable suggestions about new product opportunities? Even though I can see you nod, you should buckle up as this could get tricky too.
Let’s dig into what it takes to create a customer advisory board agenda. What are some of the customer advisory board best practices and its benefits? For starters, let’s delve into the definition of the term.
It is hand-picked selected customers who lend their valuable insights to product development. This is where customer advisory board members are encouraged to render honest feedback to articulate enhancements. CAB questions and discusses relevant industry trends and its usage. Here are 10 such customer advisory board best practices that you can adapt to set up a successful CAB.
Begin with streamlining a charter that outlines respective responsibilities for the CAB members. Look into questions like, how many meetings will be needed to come up with a specific solution? Or will there be surveys, assessments, or evaluations to gather insights into the performance so far?
And if yes, what is the right way to do so. In turn, define what your commitment – as the sponsoring organization – is to the CAB. Know where the line of expectations for you as a group is and then preach the same.
Equally important is that you show the CAB members that you care about their value. Share them how your brand is using their feedback in a meaningful way that makes a positive difference. They want to know how their contributions are manifesting.
And what tangible deliverables are resulting from their input. Each CAB meeting should allow time to speak to “here’s how you’ve helped us” and showcase specific examples of how their feedback has translated into actions.
Be it any relation, the foundation of the bond begins with absolute commitment. And that works both ways. Needless to say, you are looking to extract the maximum value from the board members, while they too are aspirant of, ‘what’s in there for me’.
Showcase your commitment by honoring them and letting them know that their individual voice is recognized. Ensure that your meetings foster a healthy exchange with – and between – members as part of the agenda.
The leverage obtained by executive sponsorship can never be underestimated. The C-Suite, business heads, and thought leaders with an invested interest can be involved in the development of CAB. But how do you find the right ones?
Choose stakeholders aligned with the CAB’s mission, who can provide recommendations on CAB candidates to recruit based on their relationships, and who will actively contribute to the agenda of CAB meetings to ensure they achieve the intended objectives.
Building a healthy customer rapport takes you a long way. Regularly, stay in touch with the CAB associates and offer them a channel to continue the communications. Additionally, you can have one-on-one meetings to know in detail whether you are on the same page or not.
Further, if there are any new ones in the group, ensure that they receive a warm welcome and they don’t take a backseat from approaching other members. Keeping in touch helps nurture and imbue a relationship and augments member loyalty.
By including multiple customers, you’ll see where there’s overlap between companies and industries and where sharp contrasts lie. You will be in a better-aware position and know where your competitions are. And whether you are winning the race or missing it by some points.
Their rationale for both purchasing and continuing to use the product will be revealed, providing a better sense of what’s really important to actual paying customers. The more intimate and open setting of a customer advisory board can provide a fresh look at customers’ true motivations.
Hurdle up and discuss some of the key questions related to your business, such as: Are there new capabilities that could be pushed? Should the customer segmentation become finer?
Not all customers are created equal, so one objective could be understanding what companies of different sizes or in various industries really need from the product. The board can help shape a go-forward strategy for growth and expansion.
Man is a social creature. So, expecting everyone to show up at sharp 7 AM and start talking business isn’t realistic. Hence, give the members a chance to gel up socially. You can also offer some pre-meeting breakfast time when people can chat a bit and warm things up. However, don’t try and force any conversations during this time. Focus on getting the pleasantries out of the way.
One of the customer advisory board best practices involves having the right members. While it is good to have a few loyal fans, consider reaching out to customers that haven’t purchased from you in 12 months or more to learn why. Remember, it is the customers that make or break the deal.
Also, try to include members from large, medium, and small organizations too. Diversity is are key to soliciting well-rounded, realistic input from this representative customer sampling.
You need to ensure that the CAB is staying on task and satisfying the objectives for which it was initially designed and are outlined in the charter. Ascertain whether it is meeting the set expectations. Start taking member surveys and share meeting recaps and quantify the insights and inputs used.
Say, for instance, gather sales data from member organizations to see whether participation in the CAB has generated any sort of revenue lift or opened new opportunities.23
Customer Advisory Boards enable product teams to unlock the insights of their key customers. This broadens the pool of great minds contributing to the success of the product. But all those benefits require some serious effort. So are you ready to invest in it? Follow the above-said customer advisory board best practices and in no time you are all set to set a successful board.
Simran hails from the content marketing backdrop with extensive knowledge in blogs, articles, and technical whitepapers in the non-fictional domain. She uses her ‘gift of the gab’ to explore new possibilities on her way and to make an exquisite impact on her readers. In her spare time, she likes to read journals on artificial intelligence or play with her cute kittens.
Published 18 Sep 2020, Updated 30 Dec 2020
What changes do you need to incorporate into your customer success/acc...
27 Sep, 2022
Customer success teams always try hard to improve customer health scor...
23 Sep, 2022
Here is a list of free NPS software and NPS calculators that are avail...
22 Sep, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.