CAB strategy one-pager

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class="site-main outer"> <script> let hasInternalTag = false; let internalTagInhouse = []; let internalTagSponsor = []; let topicMicrosite = false; let hasClientTag = false; let topicMicrositeName = ""; let topicMicrositeSlug = ""; const primaryTagName = `CS strategy`; const primaryTagSlug = `customer-success-strategies`; window.googletag = window.googletag || {cmd: []}; googletag.cmd.push(function() { googletag.defineSlot('/23035269294/post-content-ads', [580, 400], 'div-gpt-ad-1709005345342-0').addService(googletag.pubads()); googletag.pubads().enableSingleRequest(); googletag.pubads().collapseEmptyDivs(); googletag.enableServices(); }); </script> <script> var sponsoredClient = `[Topic] An overarching strategy is the backbone to any successful customer success function. See how others in the industry are orchestrating theirs and arm yourself with all the info you need to optimize yours.`; var result = sponsoredClient.match(/\|([^|]+)\|/); if (result && result.length > 1) { var value = result[1]; topicMicrosite = true; topicMicrositeName = `CS strategy`; topicMicrositeSlug = `customer-success-strategies`; internalTagSponsor.push(value); internalTagInhouse.push(value); } </script> <script> var sponsoredClient = `[Type]`; var result = sponsoredClient.match(/\|([^|]+)\|/); if (result && result.length > 1) { var value = result[1]; topicMicrosite = true; topicMicrositeName = `Templates and frameworks`; topicMicrositeSlug = `templates-frameworks`; internalTagSponsor.push(value); internalTagInhouse.push(value); } </script> <script> hasInternalTag = true; window.googletag = window.googletag || {cmd: []}; googletag.cmd.push(function() { googletag.defineSlot('/23035269294/PMA-Sponsor-and-Inhouse/top-banner', [728, 90], 'div-gpt-ad-1708431085995-0').addService(googletag.pubads()); googletag.defineSlot('/23035269294/PMA-Sponsor-and-Inhouse/mobile-top', [300, 100], 'div-gpt-ad-1708431159930-0').addService(googletag.pubads()); googletag.defineSlot('/23035269294/PMA-Sponsor-and-Inhouse/side-banner', [240, 400], 'div-gpt-ad-1708431206267-0').addService(googletag.pubads()); googletag.defineSlot('/23035269294/PMA-Sponsor-and-Inhouse/bottom-banner', [580, 400], 'div-gpt-ad-1708431292086-0').addService(googletag.pubads()); googletag.defineSlot('/23035269294/PMA-Sponsor-and-Inhouse/mobile-bottom', [240, 400], 'div-gpt-ad-1708431360026-0').addService(googletag.pubads()); googletag.pubads().enableSingleRequest(); googletag.pubads().collapseEmptyDivs(); googletag.pubads().setTargeting('Sponsor-Clients', internalTagSponsor).setTargeting('In-house', internalTagInhouse); googletag.enableServices(); }); </script> <span class="hidden codeinjection_head"></span> <div class="post-container templates-and-frameworks"> <div class="post-banner"> <div class="post-banner-content"> <div class="post-title"> <h1>Customer Advisory Board (CAB) strategy one-pager</h1> <span class="post-full-title hidden">Customer Advisory Board (CAB) strategy one-pager</span> </div> <div class="post-tag-section"> <div class="post-tags"> <a class="post-tag-item" tag-slug="customer-success-strategies" href="/content-hub?filter=customer-success-strategies"> CS strategy </a> <a class="post-tag-item" tag-slug="templates-frameworks" href="/content-hub?filter=templates-frameworks"> Templates and frameworks </a> </div> </div> </div> </div> <div class="post-content-container"> <div class="left-sidebar"> <div class="sticky-container"> <p>Created by:</p> <script> let sponsoredPost = false; </script> <div class="author-container"> <div class="author-info"> <img width="40" height="40" src="https://www.gravatar.com/avatar/1f8da91a8a1f9cb2e465d9dc6c8e3339?s=250&r=x&d=mp"/> <span>Hannah Wesson</span> </div> </div> <script> if(!sponsoredPost) { const authorContainer = document.querySelector(".author-container"); authorContainer.style.display = "grid"; } </script> <span class="left-sidebar-overview mt-24"> Contents </span> <aside class="toc-container"> <div class="toc"></div> </aside> </div> </div> <div class="post-content"> <p> <h2 id="what-is-a-cab-strategy-one-pager">What is a CAB strategy one-pager?</h2><p>A CAB strategy one-pager is a concise framework designed to help businesses create and manage an effective Customer Advisory Board (CAB). </p><p>This one-pager outlines the vision, mission, values, and success criteria for your CAB while providing actionable steps for member selection, engagement, and key outcomes. By establishing a structured approach, this template ensures your CAB delivers valuable insights that align with your company’s goals and drive customer-centric innovation.</p><h2 id="what%E2%80%99s-inside-the-template">What’s inside the template?</h2><p>The CAB strategy one-pager includes comprehensive sections to support every aspect of your advisory board planning:</p><ol><li><strong>Vision, mission, and values</strong> – Define the overarching purpose of your CAB, including what you want to achieve and the principles guiding your board.</li><li><strong>Success criteria</strong> – Outline what success looks like, both for CAB members (e.g., providing actionable feedback) and for your company (e.g., driving product improvements or strategic alignment).</li><li><strong>Global success metrics</strong> – Include primary and secondary objectives to measure the board’s effectiveness, such as customer retention, new product adoption rates, or regional insights.</li><li><strong>Membership criteria and segmentation</strong> – Identify the ideal customer types and size for your CAB to ensure diverse, yet focused, representation.</li><li><strong>CAB calendar and key learnings</strong> – Document engagement schedules, meeting dates, and major takeaways by region to maintain momentum and share insights across teams.</li></ol><h2 id="how-to-use-the-template">How to use the template</h2><ol><li><strong>Define your CAB strategy</strong> – Start with the vision, mission, and values to align your CAB’s purpose with company objectives.</li><li><strong>Set membership criteria</strong> – Identify the ideal customer profiles and size for your board to ensure diverse yet actionable input.</li><li><strong>Schedule engagements</strong> – Use the calendar section to plan regular meetings, ensuring consistent communication and momentum.</li><li><strong>Track success and learnings</strong> – Regularly update success metrics and document insights to measure impact and guide future strategies.</li></ol><h2 id="download-your-cab-strategy-one-pager">Download your CAB strategy one-pager</h2><figure class="kg-card kg-image-card"><img src="https://www.customersuccesscollective.com/content/images/2024/11/Customer-Advisory-Board--CAB--strategy-one-pager.png" class="kg-image" alt="CAB strategy one-pager" loading="lazy" width="805" height="600" srcset="https://www.customersuccesscollective.com/content/images/size/w600/2024/11/Customer-Advisory-Board--CAB--strategy-one-pager.png 600w, https://www.customersuccesscollective.com/content/images/2024/11/Customer-Advisory-Board--CAB--strategy-one-pager.png 805w" sizes="(min-width: 720px) 720px"></figure><div class="kg-card kg-file-card"><a class="kg-file-card-container" href="https://www.customersuccesscollective.com/content/files/2024/11/CAB-strategy-one-pager.docx" title="Download" download=""><div class="kg-file-card-contents"><div class="kg-file-card-title">CAB strategy one-pager</div><div class="kg-file-card-caption"></div><div class="kg-file-card-metadata"><div class="kg-file-card-filename">CAB strategy one-pager.docx</div><div class="kg-file-card-filesize">1 MB</div></div></div><div class="kg-file-card-icon"><svg viewBox="0 0 24 24"><defs><style>.a{fill:none;stroke:currentColor;stroke-linecap:round;stroke-linejoin:round;stroke-width:1.5px;}</style></defs><title>download-circle</title><polyline class="a" points="8.25 14.25 12 18 15.75 14.25"></polyline><line class="a" x1="12" y1="6.75" x2="12" y2="18"></line><circle class="a" cx="12" cy="12" r="11.25"></circle></svg></div></a></div><div class="kg-card kg-file-card"><a class="kg-file-card-container" href="https://www.customersuccesscollective.com/content/files/2024/11/CAB-strategy-one-pager.pdf" title="Download" download=""><div class="kg-file-card-contents"><div class="kg-file-card-title">CAB strategy one-pager</div><div class="kg-file-card-caption"></div><div class="kg-file-card-metadata"><div class="kg-file-card-filename">CAB strategy one-pager.pdf</div><div class="kg-file-card-filesize">53 KB</div></div></div><div class="kg-file-card-icon"><svg viewBox="0 0 24 24"><defs><style>.a{fill:none;stroke:currentColor;stroke-linecap:round;stroke-linejoin:round;stroke-width:1.5px;}</style></defs><title>download-circle</title><polyline class="a" points="8.25 14.25 12 18 15.75 14.25"></polyline><line class="a" x1="12" y1="6.75" x2="12" y2="18"></line><circle class="a" cx="12" cy="12" r="11.25"></circle></svg></div></a></div><figure class="kg-card kg-bookmark-card"><a class="kg-bookmark-container" href="https://docs.google.com/document/d/1pmHzdNAXfeYcKTT55LkFRwKVn2TEHXCpwT6LWAjBenQ/edit?tab=t.0&ref=customersuccesscollective.com"><div class="kg-bookmark-content"><div class="kg-bookmark-title">CAB strategy one-pager</div><div class="kg-bookmark-description">CAB strategy one-pager CAB vision: (What do we want?) 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47.877484 43.877484 51 40 51 C 36.122516 51 33 47.877484 33 44 C 33 40.122516 36.122516 37 40 37 z M 18 46 C 10.306206 46 4 52.306206 4 60 L 4 64 L 26.269531 64 C 25.457834 65.84109 25 67.868987 25 70 L 25 74 L 55 74 L 55 71 L 55 70 C 55 67.868987 54.542166 65.84109 53.730469 64 L 76 64 L 76 60 C 76 52.306206 69.693794 46 62 46 C 55.158556 46 49.446319 50.988522 48.257812 57.503906 C 45.884282 55.926028 43.045242 55 40 55 C 36.954758 55 34.115718 55.926028 31.742188 57.503906 C 30.553681 50.988522 24.841444 46 18 46 z M 18 48 C 24.245162 48 29.37815 52.832416 29.921875 58.941406 C 28.934708 59.842395 28.067924 60.868215 27.347656 62 L 6 62 L 6 60 C 6 53.397794 11.397794 48 18 48 z M 62 48 C 68.602206 48 74 53.397794 74 60 L 74 62 L 52.652344 62 C 51.932076 60.868215 51.065292 59.842395 50.078125 58.941406 C 50.62185 52.832416 55.754838 48 62 48 z M 40 57 C 47.153388 57 53 62.846612 53 70 L 53 72 L 27 72 L 27 70 C 27 62.846612 32.846612 57 40 57 z M 8 58 C 7.449 58 7 58.449 7 59 C 7 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60 61 59.551 61 59 C 61 58.449 60.551 58 60 58 z M 64 58 C 63.449 58 63 58.449 63 59 C 63 59.551 63.449 60 64 60 C 64.551 60 65 59.551 65 59 C 65 58.449 64.551 58 64 58 z M 68 58 C 67.449 58 67 58.449 67 59 C 67 59.551 67.449 60 68 60 C 68.551 60 69 59.551 69 59 C 69 58.449 68.551 58 68 58 z M 72 58 C 71.449 58 71 58.449 71 59 C 71 59.551 71.449 60 72 60 C 72.551 60 73 59.551 73 59 C 73 58.449 72.551 58 72 58 z M 30 68 C 29.449 68 29 68.449 29 69 C 29 69.551 29.449 70 30 70 C 30.551 70 31 69.551 31 69 C 31 68.449 30.551 68 30 68 z M 34 68 C 33.449 68 33 68.449 33 69 C 33 69.551 33.449 70 34 70 C 34.551 70 35 69.551 35 69 C 35 68.449 34.551 68 34 68 z M 38 68 C 37.449 68 37 68.449 37 69 C 37 69.551 37.449 70 38 70 C 38.551 70 39 69.551 39 69 C 39 68.449 38.551 68 38 68 z M 42 68 C 41.449 68 41 68.449 41 69 C 41 69.551 41.449 70 42 70 C 42.551 70 43 69.551 43 69 C 43 68.449 42.551 68 42 68 z M 46 68 C 45.449 68 45 68.449 45 69 C 45 69.551 45.449 70 46 70 C 46.551 70 47 69.551 47 69 C 47 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