Customer Advisory Board (CAB) strategy one-pager

What is a CAB strategy one-pager?

A CAB strategy one-pager is a concise framework designed to help businesses create and manage an effective Customer Advisory Board (CAB).

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.

What’s inside the template?

The CAB strategy one-pager includes comprehensive sections to support every aspect of your advisory board planning:

1. Vision, mission, and values – Define the overarching purpose of your CAB, including what you want to achieve and the principles guiding your board.
2. Success criteria – 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).
3. Global success metrics – Include primary and secondary objectives to measure the board’s effectiveness, such as customer retention, new product adoption rates, or regional insights.
4. Membership criteria and segmentation – Identify the ideal customer types and size for your CAB to ensure diverse, yet focused, representation.
5. CAB calendar and key learnings – Document engagement schedules, meeting dates, and major takeaways by region to maintain momentum and share insights across teams.

How to use the template

1. Define your CAB strategy – Start with the vision, mission, and values to align your CAB’s purpose with company objectives.
2. Set membership criteria – Identify the ideal customer profiles and size for your board to ensure diverse yet actionable input.
3. Schedule engagements – Use the calendar section to plan regular meetings, ensuring consistent communication and momentum.
4. Track success and learnings – Regularly update success metrics and document insights to measure impact and guide future strategies.

Download your CAB strategy one-pager

CAB strategy one-pager

CAB strategy one-pager CAB vision: (What do we want?) CAB mission: CAB values Value 1 Value 2 Value 3 Success criteria for CAB For CAB members For your company Global success metrics Primary objective Secondary object…

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