Customer Success Leadership Community

Building Towards Customer Advisory Board

Laura Lakhwara07-08-2020 20:57

Laura Lakhwara07-08-2020 20:58

David Ellin07-09-2020 16:45

  • 1.  Building Towards Customer Advisory Board

    Posted 07-08-2020 05:50

    One of my long-term goals for our CS team is to launch a Customer Advisory Board, but it isn't the immediate priority. To kick things off, I'd like to host some sessions with our clients by vertical.

    1. Has anyone hosted smaller sessions with a group of customers to allow them to meet each other, discuss best practices, ideate and collect product feedback? What made them successful?
    2. What steps have you taken to launch/formalize a Customer Advisory Board?

    #VoiceofCustomer
    #CustomerHealth


  • 2.  RE: Building Towards Customer Advisory Board

    Posted 07-08-2020 12:16

    Good topic and one I am looking at currently. 

     

    I am in a start-up so slightly different approach but I am looking to introduce a Customer Advisory Board.

    In answer to the above:

    1. At previous companies we did "Interest Groups" which was industry specific and run by a customer experience team. 
    2. We invited our best customers, set monthly meetings and made sure we fedback the minutes to the entire organisaiton, this worked well!


  • 3.  RE: Building Towards Customer Advisory Board

    Posted 07-08-2020 20:57

    This is a great example. Thank you!



  • 4.  RE: Building Towards Customer Advisory Board

    Moderator
    Posted 07-08-2020 12:59

    Hi @Laura Lakhwara I have had a mixed bag of results.

    1. At my old job our intent was to have a true advisory board with high-level stakeholders giving us incredible feedback....the reality was more of a super, power user session discussing how they use the tool and what needed to be added to the roadmap.  Once we embraced that model, the "advisory" board was a big hit and we did it twice a year.  
    2. We stated our purpose up front of what the purpose of the board was and what we expected of the members.  Sort of a terms and conditions if you will.  From there we worked with our directors to source good candidates and began working with them to make it happen.  We were also fortunate to cover the cost of the hotel rooms when they came into town, that was helpful in driving attendance.  On average we had 10-14 customers.


  • 5.  RE: Building Towards Customer Advisory Board

    Posted 07-08-2020 20:58

    Very valuable. Thank you for sharing!



  • 6.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 13:31

    I'm in the same boat Laura,

    thanks for asking such a good question, @Will Pagden when you say "customer experience team", are you referencing like Customer Care/ Customer Success team, or a whole other entity? if so what umbrella did that team fall underneath?

    @Brian Hartley can you give me some scaled perspective, you had 10-14 customers on this 'advisory board' out of 10,000? or out of 50 clients?



  • 7.  RE: Building Towards Customer Advisory Board

    Moderator
    Posted 07-09-2020 13:43

    Hey @Nathan J. R. Petersen good question, should have clarified. That was out of 70 clients.



  • 8.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 16:16

    Hi @Nathan J. R. Petersen  we actually had a Customer Experience team whose whole focus was on running user groups and customer events. About 14 people in the team and they rolled up through the COO. It doesnt make any sense and was purely a political thing in the company but it they took responsibility for those things.



  • 9.  RE: Building Towards Customer Advisory Board

    Posted 07-10-2020 15:05

    @Will Pagden this is interesting to have this separated out. I appreciate your candidacy on whether it was successful. :) 



  • 10.  RE: Building Towards Customer Advisory Board

    Posted 07-10-2020 18:35

    It should and could have been very successful, they key to all things relating to feedback is that you allow yourself to take the feedback on board. The founders created the product and thus became very protective when it came to constructive criticism. 



  • 11.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 13:44

    I started a Customer Advisory Board from scratch in my role as Vice President of Customer Success for a large B2B division of eBay. I'd be happy to host a Zoom call for anyone exploring CABs and share my experience. I can talk about customer selection/vetting, prep structure, meeting structure, follow up, etc.

    Let me know if you're interested in hopping on a Zoom to discuss. If not, I can post more detail in this string.



  • 12.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 14:59

    What a great offer @David L Ellin. I'd love to participate on that call.



  • 13.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 16:06

    Yes, that would be fantastic, @David L Ellin



  • 14.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 16:17

    Definitely interested in joining David.



  • 15.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 16:45

    Does next Wednesday at 10 am ET work?



  • 16.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 16:46

    I can move some stuff to make it work! If it works for everyone else. 



  • 17.  RE: Building Towards Customer Advisory Board

    Posted 07-09-2020 16:49

    Yes, on my end. Thank you!



  • 18.  RE: Building Towards Customer Advisory Board

    Posted 07-10-2020 15:20

    Feel free to drop your email to get the invite. Thank you again, @David L Ellin .

    Wednesday, July 15 at 7am PST/10am EST

    Join Zoom Meeting
    https://softbankrobotics.zoom.us/j/99872792025?pwd=akFQZVVBNCsyQzYrMVlPblgzQ1o1dz09

    Meeting ID: 998 7279 2025
    Password: 471247
    One tap mobile
    +16699006833,,99872792025#,,,,0#,,471247# US (San Jose)
    +13462487799,,99872792025#,,,,0#,,471247# US (Houston)



  • 19.  RE: Building Towards Customer Advisory Board

    Posted 07-10-2020 18:46

    will@webeo.com  thank you!



  • 20.  RE: Building Towards Customer Advisory Board

    Moderator
    Posted 07-11-2020 21:19

    @David L Ellin would you guys mind posting notes from this discussion afterward? This may be a really cool topic for the Operator Excellence Series. 



  • 21.  RE: Building Towards Customer Advisory Board

    Moderator
    Posted 07-11-2020 21:20

    And... do you mind if we promote this call?



  • 22.  RE: Building Towards Customer Advisory Board

    Posted 07-11-2020 21:21

    Go for it. As long as someone captures notes feel free to post. 



  • 23.  RE: Building Towards Customer Advisory Board

    Moderator
    Posted 07-11-2020 22:37

    I'll take notes



  • 24.  RE: Building Towards Customer Advisory Board

    Posted 07-11-2020 22:40

    I’ll also put some slides together that can be shared and posted. 



  • 25.  RE: Building Towards Customer Advisory Board

    Moderator
    Posted 07-10-2020 19:22

    I have implemented both: 

      A user community physical and remote mostly for endusers, where product Marketing and CS collaborated on the day-to-day topics on issues with our offerings,and 

      a Customer Advisory Board with Sr. Executives. In order to get on this board, you had to exceptional, or a Champion (https://www.linkedin.com/pulse/leverage-your-champions-andreas-knoefel/). As part of me running CS, I establish a baseline for my average customer. Those who move above and beyond are doing something better, and we focus on harnessing them and their excellence: Speakers at conferences & webinars, whitepapers, and being invited to the CAB by our Exec Sponsor to theirs. 2x year they met and discussed how to align our strategic initiatives with theirs. Great success.



  • 26.  RE: Building Towards Customer Advisory Board

    Posted 29 days ago

    @Andreas Knoefel 

    1. What tool did you use to manage community or was this built into your product?
    2. Can you share numbers: # of CAB members and customer base?

    This is helpful insight. Thank you!

     



  • 27.  RE: Building Towards Customer Advisory Board

    Posted 27 days ago

    Hi Laura,

    I've been following the thread on Customer Advisory Boards. As a professional CAB facilitator for 20 years, I'm sharing my treasure chest of best practices, models (for in person and virtual meetings), everything! This is a 4 part live-online course that begins on July 21.  Tons of content and opportunities to dialog with others on CAB best practices.  http://tinyurl.com/cabmasterclass

    Also, I've posted a ton of best practices on my CAB Resource Center.



  • 28.  RE: Building Towards Customer Advisory Board

    Posted 27 days ago

    Thank you so much @David L Ellin ! The session was very helpful. I'm going to remember the 9 dot product roadmap exercise for future use. 



  • 29.  RE: Building Towards Customer Advisory Board

    Posted 27 days ago

    Thanks, @Anita Toth. The key is building sessions that create connection, interaction, and participation as opposed to presentations.



  • 30.  RE: Building Towards Customer Advisory Board

    Posted 27 days ago

    @David L Ellin Thank you for the great overview on launching a CAB for B2B Customers at eBay. It's clear the structure, c-suite engagement, commitment from clients and outcome-driven planning helped drive its success. 

    For all those interested in listening, here is a recording of today's call. 

    https://softbankrobotics.zoom.us/rec/share/zMZeJerX1kNOaaPVxlGDe6Q6J767X6a813BIqKINyk1ejpbvDdxq-mKj_4vTtKk3 Password: 3Q*54214