Customer Advisory Boards

End-to-End Guidance & Support to Maximize Success

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Establish a Direct Link to Your Most Valued Customers

b2b Boards & Product Councils

Customer Advisory Boards (CABs) are structured, executive-level forums that bring company leaders together with a select group of customers to discuss strategic priorities and future direction. Conducted either in person or virtually, CABs are typically held two to four times per year and include 10 to 20 carefully chosen customer participants.

These sessions provide direct access to the perspectives, opinions, and sentiment of your most important customers. CABs create a trusted environment for candid dialogue, enabling organizations to gather unfiltered feedback, pressure-test new ideas, and gain deep competitive intelligence that informs investment decisions and long-term strategy.

Satrix Solutions provides comprehensive support across the entire CAB lifecycle. This includes defining objectives and success criteria, developing a clear charter, selecting members, designing agendas, and preparing internal leaders to engage effectively. Satrix also facilitates sessions, manages post-meeting follow-up, supports virtual delivery, and applies proven CAB best practices to ensure each meeting delivers lasting value for both customers and the leadership team.

Our Advantages

    Quantifiable ROI
    EXCEPTIONAL Service
    Unbiased Analysis
    Experienced Interviewers
    IDI Experts
    Investor Approved
CX Services

Voice of Customer

As a managed services provider, we partner with business-to-business companies to establish structured feedback programs at critical touchpoints across the customer and employee journey.

Customer Satisfaction

The best tool to gain critical insights into your customers’ perspectives on your brand, products, and service.

Net Promoter Score®

Companies that successfully adopt NPS are rewarded with clients that engage in behaviors directly linked to profit.

Sales Win-Loss

We help you take a critical look at how you were perceived during the sales process.

Customer Churn

We help establish the causes of churn and provide detailed reports and recommendations to repair relationships and maximize retention.

Post Onboarding

Look back at how effective your onboarding process was to ensure customers are set up for success.

Customer Advisory Boards

A unique opportunity to hear clients candidly discuss a range of topics aimed at enhancing the experience.

Quantitative Research

B2B Customer Experience Employee Experience

Qualitative Research

B2B Customer Experience Employee Experience
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Resources

Case Studies

Exceptional Results & Customer Service

Our Process

Trustworthy, Actionable & Impactful

Testimonials

Raving Fans? We’ve Got ’Em!

Common Questions

Programs typically start at $20,000 and scale up based on factors such as customer population, survey complexity, and reporting requirements.

No, you will not need to license any software when working with Satrix Solutions. We evaluate the marketplace every few years to ensure we are utilizing the best-in-class tools for surveys, data collection, analytics, and reporting.

Currently, we use Qualtrics, a leading survey software platform, known for its robust capabilities, including excellent mobile and desktop compatibility, multilingual support, and high deliverability rates for emails to intended recipients.

This ensures that your surveys effectively reach your audience and achieve optimal participation. The cost of licensing these tools is fully included in our engagement fees, providing you with seamless access to advanced technology without additional expense.

We can schedule a kickoff call and begin the discovery process within a week.

A dedicated team, including an executive sponsor, a senior consultant with over 20 years of experience, and a reporting/analytics specialist, will be assigned to your account.

While based in the U.S., Satrix Solutions works with global companies and engages international audiences for surveys and interviews.

Insights from interviews can often be delivered within a few days after the interviews are conducted.

Satrix Solutions adheres to strict data protection policies, ensuring compliance with GDPR, California privacy laws, and other industry standards.

Deliverables include secure PowerPoint or PDF reports, real-time dashboards, and data files compatible with your CRM, CSP, or intelligence platforms. We also accommodate tools like Slack or provide interview audio recordings.

Satrix leverages extensive expertise to maximize response rates, employing tailored strategies that ensure robust and representative data. Many clients see higher response rates with Satrix than through in-house efforts.