Customer Advisory Boards

A Customer Advisory Board (CAB) is one of the best ways to stay connected with your most critical customers. At Clearworks, we offer strategic services to design, facilitate, and develop CAB meetings – both ongoing and one-off – that are interactive, collaborative, and engaging. Through workshops and interactive exercises, we help you navigate discussions on topics such as trends, customer journeys, strategic direction, or co-creating products and services. We curate an environment for customers to ideate with you and together; an open space to really listen.

Whether ongoing or one-off, CABs help you build stronger relationships, have a clearer product vision, and align initiatives with your customer and market opportunities. The insights gained from these sessions can be instrumental in driving product roadmaps, redesigning customer experience, and shaping your future business strategy.

New to CABs? Here’s what you may expect…

Customer Advisory Boards (CABs)

• Ongoing sessions
• Small group of existing customers where representatives (typically c-suite or senior level individuals) advise on topics such as customer experiences, market trends, and business focus.
• Engaging more deeply with important customers and mapping your business strategy to the evolving needs of your customer-base and addressable market.

Customer Summits (CAB Summits)

• One-off session
• Small-Large group of existing customers where representatives can collaborate and provide feedback in a structured manner, such as customer journey mapping, interactive ideation exercises, and more.
• Exploring product use cases, innovation opportunities, and qualitative feedback for specific product or service initiatives.