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Sara Steffen | How to set up Customer Advisory Boards for true business impact | Customer Marketing Catch-up
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id="site-main" class="site-main outer site-main-post has-post-image"> <div class="feature-post-wrapper"> <article class="post-full post tag-podcast tag-customer-collaboration tag-article "> <section class="post-full-content Podcast"> <header class="post-full-header"> <div class="post-full-header-wrapper"> <section class="post-full-meta"> <time class="post-full-meta-date" datetime=" 2023-11-29">29 November 2023</time> <span class="reading-time">2 min read</span> </section> <h1 class="post-full-title">Sara Steffen | How to set up Customer Advisory Boards for true business impact | Customer Marketing Catch-up</h1> <section class="post-full-meta"> <a href="/tag/podcast/">Podcast</a> </section> <div class="post-author-with-linkedin-wrapper"> <div class="post-author-wrapper"> <section class="post-full-authors"> <section class="author-card"> <a href="/author/eve/"> <img class="author-profile-image" src="/content/images/size/w300/2022/04/c0f1cd5c-fe6e-48fb-8a4e-c1f7d7553cdf.JPG" alt="Eve Chatfield" /> <section class="author-card-content"> <h4 class="author-card-name">Eve Chatfield</h4> <div class="post-full-footer-right"> <div class="author-card-button">Read More</div> </div> </section> </a> </section> </section> </div> </div> </div> <div class="post-full-image" style="background-image: url(/content/images/2023/11/CMA_Catch-up_Podcast_Speaker_--7---1-.png);"> </div> </header> <div class="post-content"> <aside class="toc-container"> </aside> <p></p><blockquote>"You have to look at who you're inviting into that room and are they going to give you the behind the curtain view of how's it really working for them at that company...." </blockquote><p>In this episode of Customer Marketing Catch-up, Sara Steffen, Sr. Director of Connected Customer Experience at Nutanix talks about how you should set up all types of Customer Advisory Boards to enable true business impact. </p> <!--kg-card-begin: html--> <div><iframe width="100%" allow="fullscreen" height="215px" id="casted-embed-46cbb8e0" scrolling="no" style="border: none" src="https://listen.casted.us/embed/v2/smallPlayer/46cbb8e0/share/a4ef7d44"></iframe><script type="text/javascript">window.addEventListener("message", function(message){if(message.origin === "https://listen.casted.us" ) { if( message.data.event) { if(message.data.event === "castedSizeUpdate") { var casted_episode_player = document.getElementById('casted-embed-' + message.data.payload.slug); if(casted_episode_player) { casted_episode_player.height = message.data.payload.height;if(casted_episode_player.contentWindow) {casted_episode_player.contentWindow.postMessage({ event: "castedStopUpdate" }, "https://listen.casted.us");}}}}}}, false)</script></div> <!--kg-card-end: html--> <!--kg-card-begin: html--> <iframe style="border-radius:12px" src="https://open.spotify.com/embed/episode/1wG5osqMIvzRM8s0dh1vQE?utm_source=generator" width="100%" height="152" frameBorder="0" allowfullscreen="" allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture" loading="lazy"></iframe> <!--kg-card-end: html--> <p></p> <!--kg-card-begin: html--> <iframe allow="autoplay *; encrypted-media *; fullscreen *; clipboard-write" frameborder="0" height="175" style="width:100%;max-width:660px;overflow:hidden;border-radius:10px;" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-storage-access-by-user-activation allow-top-navigation-by-user-activation" src="https://embed.podcasts.apple.com/us/podcast/sara-steffen-how-to-set-up-customer-advisory-boards/id1639916796?i=1000636883432"></iframe> <!--kg-card-end: html--> <h2 id="key-takeaways"><strong>Key Takeaways: </strong></h2><ul><li>Why you should strategically pick your CAB members</li><li>The vital role of a moderator at CAB meetings</li><li>The types of peer to peer CAB cohorts</li><li>How to maintain member engagement</li></ul><h2 id="about-the-guest"><strong>About the guest: </strong></h2><p>As the Sr. Director of Connected Customer Experience at Nutanix, Sara Steffen manages a global team focused on customer marketing, customer advisory boards, user groups, certifications, training, community, CXO marketing, and the executive briefing center. </p><p>Sara has a proven track record of building strong, collaborative relationships across the board. With over 7 years of experience in customer marketing and communications, Sara is passionate about bringing our customer stories to life and developing talent and opportunities for the teams she works with.</p><h2 id="our-sponsor"><strong>Our sponsor:</strong></h2><p><strong>This podcast was brought to you by Influitive - find out more at </strong><a href="https://influitive.com/?ref=customermarketingalliance.com"><strong>influitive.com</strong></a><strong>.</strong></p><p>Influitive allows you to build a community of advocates and invite your customers, developers, partners, and employees to complete challenges, referrals, product reviews, social media posts, and more. As they complete these personalized and targeted challenges, they earn points, badges, and levels to redeem professional perks and privileges.</p><h2 id="join-the-conversation"><strong>Join the conversation:</strong></h2><p>What did you think about this episode? Let us know, contact hello@customermarketingalliance.com, speak to us on our socials, or get involved with the discussion on the <a href="https://www.customermarketingalliance.com/join-the-customer-marketing-community/">Customer Marketing Alliance Community Slack</a> channel.</p><p>Got something to say on one of our podcasts, or know someone who would be a great guest? Get in touch, and contact our copywriter at <a href="mailto:eve@customermarketingalliance.com?ref=customermarketingalliance.com">eve@customermarketingalliance.com</a>.</p><p><em>This episode was recorded live at one of our many Customer Marketing Alliance events. If you want a look at our upcoming calendar, take a look </em><a href="https://events.customermarketingalliance.com/?ref=customermarketingalliance.com" rel="noreferrer"><em>here</em></a><em>. </em></p> </div> <aside class="post-upgrade-cta hidden-upgrade"> <div class="post-upgrade-cta-content"> <img src="/content/images/2024/07/android-chrome-192x192--1--1.png" alt="Customer Marketing Alliance icon" class="site-logo" /> <h2>Like what you see? Then check out tonnes more.</h2> <p class="post-upgrade-cta-desc"> From exclusive content by industry experts and an ever-increasing bank of templates, to 100s of hours’ worth of presentations and mentors, our membership plans are packed with awesome sales enablement resources. </p> <div class="post-upgrade-buttons-wrapper"> <a class="button large primary" href="/signup/">Subscribe now</a> <a class="button large primary" href="/membership/">Learn more</a> </div> </div> </aside> <aside class="post-upgrade-cta get-cert-cta" style="display:none;"> <div class="post-upgrade-cta-content"> <img src="/content/images/2024/07/android-chrome-192x192--1--1.png" alt="Customer Marketing Alliance icon" class="site-logo" /> <h2>Get product marketing certified.</h2> <p class="post-upgrade-cta-desc"> PMMC™ unleashes product marketers’ potential. Lauded by leading lights like Facebook and HubSpot, it offers expert insights, priceless tuition, and awesome resources. No topic missed. No page unturned. </p> <div class="post-upgrade-buttons-wrapper"> <a class="button large primary" href="https://certified.productmarketingalliance.com/p/product-marketing-certified-core" target="_blank">Get certified</a> </div> </div> </aside> <section class="post-full-authors post-full-authors-with-bio"> <section class="author-card"> <div class="post-full-authors-content"> <p>Written by: </p> </div> <a href="/author/eve/"> <img class="author-profile-image" src="/content/images/size/w300/2022/04/c0f1cd5c-fe6e-48fb-8a4e-c1f7d7553cdf.JPG" alt="Eve Chatfield" /> <section class="author-card-content"> <h4 class="author-card-name">Eve Chatfield</h4> <p>Eve is a Junior Copywriter at Customer Marketing Alliance. She has been writing for as long as she can remember and enjoys creating content that helps others with their career goals.</p> <div class="post-full-footer-right"> <div class="author-card-button">Read More</div> </div> </section> </a> </section> </section> </section> <section class="subscribe-form"> <p>Get industry insights</p> <form data-members-form="subscribe"> <input data-members-email type="email" required="true" placeholder="youremail@example.com" /> <br> <button type="submit">Join</button> </form> </section> <aside class="read-next"> <aside class="read-more-wrap outer"> <header class="read-next-card-header"> <h3><span>More in</span> <a href="/tag/podcast/">Podcast</a></h3> </header> <div class="read-more inner"> <article class="post-card"> <a class="post-card-image-link" href="/podcast/valerio-bateli-key-steps-to-managing-a-flagship-customer-program-customer-marketing-catch-up/"> <img class="post-card-image" src="/content/images/size/w800/2024/09/3--1-.jpg" alt="Valerio 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// Stop checking once the button is found viewPlansButton.addEventListener("click", function (event) { console.log("viewPlansButton was clicked!"); setTimeout(function () { setPortalPricing(portalIframe); attachClickListeners(portalIframe); }, 30); }); } else { console.log("viewPlansButton was not found on the page"); console.log(viewPlansButton); } const changePlansButton = portalIframe.contentDocument.querySelector('.gh-portal-btn.gh-portal-btn-list[data-test-button="change-plan"]'); if (changePlansButton) { console.log(changePlansButton); console.log("changePlansButton was found!"); clearInterval(intervalId); // Stop checking once the button is found changePlansButton.addEventListener("click", function (event) { console.log("changePlansButton was clicked!"); setTimeout(function () { setPortalPricing(portalIframe); attachClickListeners(portalIframe); }, 30); }); } else { console.log("changePlansButton was not found on the page"); console.log(changePlansButton); } if(intervalId) { clearInterval(intervalId); intervalId = null; } }); } else { console.error("Could not find #ghost-portal-root iframe, retrying..."); if (!intervalId) { intervalId = setInterval(callPortalIframe, 1000); } } } document.addEventListener("DOMContentLoaded", function() { console.log("DOM fully loaded"); let currentUrl = window.location.href; let link = document.querySelector('a[href="https://www.customermarketingalliance.com/#/portal/signup/"]'); if(link){ link.addEventListener('click', function(event) { console.log('Link was clicked!'); callPortalIframe(); }); } else { console.log('The link was not found on the page'); } if ( currentUrl === "https://www.customermarketingalliance.com/#/portal/signup/" || currentUrl === "https://www.customermarketingalliance.com/#/portal/account/plans/" ) { callPortalIframe(); console.log("You are on the signup page"); } else if ( currentUrl === "https://www.customermarketingalliance.com/#/portal" || currentUrl === "https://www.customermarketingalliance.com/account-free/#/portal" || currentUrl === "https://www.customermarketingalliance.com/pro-plus-membership-dashboard/#/portal" || currentUrl === "https://www.customermarketingalliance.com/account/#/portal" ) { callPortalIframe(); console.log("You are on the portal/viewplans page"); } else { console.log("You are not on the signup/plan page"); } // Start observing the target node for configured mutations const targetNodePortalRoot = document.getElementById("ghost-portal-root"); if (targetNodePortalRoot) { const config = { attributes: true, childList: true, subtree: true }; const poratalObserver = new MutationObserver(function() { callPortalIframe(); }); poratalObserver.observe(targetNodePortalRoot, config); } else { console.error("Could not find #ghost-portal-root element"); } }); })(); </script> <!-- khalil test code - end --> <script type="text/javascript" src="https://www.customermarketingalliance.com/assets/built/jquery.js?v=945d8828d2" ></script> <script type="text/javascript" src="https://www.customermarketingalliance.com/assets/built/jquery.fitvids.js?v=945d8828d2" ></script> <script type="text/javascript" src="https://www.customermarketingalliance.com/assets/built/ghost-lunr.js?v=945d8828d2" defer></script> <script type="text/javascript" src="https://www.customermarketingalliance.com/assets/built/search.js?v=945d8828d2" defer></script> <script type="text/javascript" src="https://www.customermarketingalliance.com/assets/%20built/jquery.fitvids.js?v=945d8828d2"></script> <script> // NOTE: Scroll performance is poor in Safari // - this appears to be due to the events firing much more slowly in Safari. // Dropping the scroll event and using only a raf loop results in smoother // scrolling but continuous processing even when not scrolling $(document).ready(function () { // Start fitVids var $postContent = $(".post-full-content"); 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