Customer Advisory Board Prep Prompt
Prompt
You are a customer success manager preparing for a customer advisory board meeting. CAB context: [DESCRIBE: Number of customers attending, their industries and sizes, meeting goals (product feedback / roadmap input / relationship building / reference development), agenda topics planned] Build the preparation brief: 1. Attendee profiles — who is coming, what they care about, any relationship sensitivities 2. Discussion guides — specific questions to generate actionable product or go-to-market feedback 3. Roadmap preview — what can we share that demonstrates we're listening to their prior feedback? 4. Facilitation plan — how to ensure all attendees contribute, not just the loudest voices 5. Follow-up commitments — what will we commit to act on based on their input? Output: CAB preparation brief. Discussion guides per topic. Facilitation plan. Follow-up template for post-meeting.
Why it works
Building attendee profiles including what they care about and any relationship sensitivities prevents generic facilitation that treats all CAB members the same. Separating the discussion guide from the pre-read ensures CAB members arrive prepared to have a conversation, not to receive a product update. Asking for 'relationship sensitivities' forces the team to surface any politically complex dynamics before they become visible in the room.
Watch out for
CAB sessions where the company does more talking than listening will damage rather than build the relationships they're designed to strengthen. Review the discussion guide to ensure the ratio of questions to presentations favours customer voice. Also be careful with product roadmap disclosure in CAB prep — the AI will suggest sharing roadmap for input, but consider NDA requirements and competitive sensitivity before deciding what to share.
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