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CUSTOMER-ADVISORY-BOARDS5 MIN READ

Charter the board around decisions

Write a customer advisory board charter that ties each session to a decision, a learning question, and a follow-through owner.

The move: make the charter answer, "What decision will this board improve?" A launch-grade CAB charter has four parts: decision, learning question, boundary, and owner. The decision explains why the board exists now. The learning question tells advisors what kind of experience you need from them. The boundary protects trust by naming topics that are not for this forum. The owner prevents the meeting from becoming an interesting transcript that nobody converts into action. Discover Use the first part of the board to surface real customer context. Ask for workflows, constraints, trade-offs, and consequences rather than ratings. Define Translate what…

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