Set CAB discussion rules that increase candor while protecting participant identity and commercial trust.
The move: set the safety contract before the sensitive question. A customer advisory board often asks people to reveal information that could be awkward inside their own company: failed rollout, political resistance, regret about a purchase, budget pressure, or a competitor comparison. If the board does not state how information will be used, advisors will protect themselves by staying abstract. What you may use You may synthesize themes, patterns, and implications. You may describe a segment or role if it does not identify the speaker. What you may not reveal Do not attribute a named comment, company-specific failure, or identifiable…
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