Template

Customer advisory board meeting template

A small group of your best customers meets to hear where the product is going, tell you what they think, and help decide what matters most.

120 minutesFor Eight to fifteen customer leaders, your founders or product leaders, and a facilitatorAgenda room
Change the agenda first

The agenda, with a time for each part

  1. Welcome and what we did with your last advice15 min
    • Which of your suggestions did we act on, and which not, and why?
  2. Where the product is going20 min
    • What do you think of this direction?
  3. Open discussion on one big question40 min
    • What is the hardest part of your job that we do not help with yet?
  4. Rank the options25 min
    • If we could only do one of these next year, which?
  5. What happens next20 min
    • When will you hear back from us, and how?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

Last time. You asked for single sign-on: shipped in June. You asked for a mobile app: not yet, here is why.

Big question. How do you handle audits today? Most keep spreadsheets of who changed what.

Ranked first. A full history of changes, exportable for auditors.

Next. Summary to members by the 20th; next meeting in May.

Running it well

Ways to change it

OnlineTwo 60-minute sessions a week apart instead of one long one.
Over dinnerKeep the agenda, but give the open discussion the whole meal.

When to skip it. If you cannot commit to acting on what you hear, or to telling members why not.

Questions

What is a customer advisory board?

A small group of customers who meet regularly with a company's leaders to give advice on the product and the company's direction.

How often does a customer advisory board meet?

Usually two to four times a year, often with short calls in between.

How many people should be on a customer advisory board?

Commonly eight to fifteen, so everybody can speak in a two-hour meeting.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

Account planning sessionFor one important customer: who matters there, what they are trying to achieve this year, where you could help more, and the next three moves — written down so the whole team plays the same game.Deal reviewOne salesperson walks their manager and a few peers through a single important deal, and the group tests whether it is as real as it looks and what would move it forward.Win-loss reviewLook back at deals you recently won and lost — ideally with the buyers' own words — to learn what really decided them, and change what you sell or how you sell it.Forecast callEach salesperson or team says which deals will close this period and how sure they are, so the business has a number it can plan around.Territory planningDecide who sells to whom next year: split accounts and regions fairly, match them to people's strengths, and set what each territory should bring in.Partner introduction callA first call with a possible partner — a reseller, an agency, another product — to see whether you serve the same customers and could each help the other win.Contract negotiation callWorking through the open terms of a contract with the other side: what each needs, what each can give, and what goes back to lawyers — so the deal closes without surprises.Proposal walkthroughInstead of emailing a proposal and waiting, walk the buyer through it live: check it matches what they asked for, answer questions, and agree the next step.

All 162 templates →

Try Meetful

Meetings that take their own notes

Free video meetings in the browser: every line of the transcript under the name of who said it, and the summary and action items when you hang up. Nothing to install — guests just open the link.

Try Meetful freeSee what it does