Skip to main content
CUSTOMER-ADVISORY-BOARDS4 MIN READ

CAB facilitation pocket deck

Recall concise facilitator moves for four common customer advisory board moments.

Dominant advisor One senior customer is answering every question. Open-floor discussion is narrowing the evidence. Say this I'm going to switch formats so we hear every operating model. Take 90 seconds silently, then one sentence each. Do not say, "Let's hear from someone who has not talked." It can shame the person and still produce shallow answers. The line changes structure rather than blaming a person. Confidential detail An advisor starts sharing a competitor's contract terms. The market signal is useful; the detail is risky. Let's avoid confidential terms. What criterion or risk did that address for your team? Do…

Read the full lesson

Sign up free — one personalized lesson every day, matched to your role and goals.

Already have an account? Sign in

← Back to library
Contact us