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CUSTOMER-ADVISORY-BOARDS4 MIN READ

Sort advisors by influence and workflow proximity

Classify potential CAB members by influence and proximity so the board has the right evidence mix.

Sort each potential advisor by influence over the decision and proximity to the workflow. High influence / high proximity High influence / low proximity Low influence / high proximity Low influence / low proximity CIO who sponsors the rollout and attends monthly adoption reviews Procurement VP who signs renewals but never sees the workflow Senior admin who configures permissions for 600 users Famous executive from a logo account whose team churned off the product Frontline manager who tracks exceptions every Friday Friendly newsletter subscriber from a tiny non-target account Operations director who owns adoption metrics and manages the admins Customer…

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