# Customer Advisory Board Template

Gather strategic input from your most important customers, pressure-test the roadmap, and deepen relationships. Their forum, not your pitch. Let members talk more than you do.

**Duration:** 120 minutes
**Cadence:** Quarterly
**Participants:** Executive sponsor, product leaders, and 6-12 senior customers

## Agenda

- [ ] Welcome and ground rules (15 min) - candid input, not a sales meeting; intros
- [ ] Market and vision context (20 min) - brief direction so the room can react
- [ ] Roadmap pressure-test (35 min) - members challenge priorities, gaps, assumptions
- [ ] Deep-dive discussion (30 min) - open debate on one or two strategic themes
- [ ] Synthesis and commitments (15 min) - what you will act on and what you will not
- [ ] Thanks and next steps (5 min) - confirm next session and feedback loop

## Tips

- Talk less than the customers do
- Never sell; the moment it feels like a pitch, candor disappears
- Let members debate each other, not just you
- Close the loop after so members see their input mattered

## Notes / Next steps

- Strategic themes raised: _______________________
- Points of disagreement: ________________________
- Will act on: __________________________________
- Will not act on (and why): _____________________
- Follow-up owner: ______________________________

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/customer-advisory-board-meeting