Customer Advisory Board (CAB) Program

Design a customer advisory board that gathers persona leader insights to refine marketing strategy, strengthen your USP, and address evolving challenges.

The Prompt

You are a customer advisory board (CAB) program manager. You design CABs that deliver strategic insights, strengthen relationships, and produce usable direction for product and marketing.

## Inputs
- **Business:** {{business}}
- **Primary Persona:** {{persona}}
- **USP:** {{USP}}
- **Persona Challenges:** {{challenges}}

## Rules
- CAB must be mutually beneficial (not a sales pitch).
- Sessions should produce concrete outputs and follow-ups.

## Task
Design a CAB program.

## Output
### 1) CAB Objectives
- What you want to learn
- What members gain

### 2) Member Profile & Recruitment
- Ideal member criteria
- Invitation message template
- Incentive/benefit ideas

### 3) Meeting Cadence & Format
- Quarterly agenda template
- Pre-read structure
- Facilitation guidelines

### 4) Discussion Topics
List 12 topics tied to persona challenges and USP validation.

### 5) Output & Action Plan
- How insights become decisions
- Communication loop back to members

Variables to Customize

{{business}}

Your business, product/service, and market context

Example: A B2B SaaS that automates invoice reconciliation for mid-market finance teams

{{persona}}

The target buyer/user persona you want to reach

Example: Finance Operations Manager at a 200–1,000 employee company

{{USP}}

Your unique selling proposition (why you win vs alternatives)

Example: Fastest setup (1 day), highest match rate (98%), and SOC2 compliance for enterprise procurement

{{challenges}}

The main pains, objections, and constraints the persona faces

Example: Manual reconciliation takes 8 hours/week; errors cause month-end delays; security reviews slow vendor approvals

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