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Make Your Customer Advisory Board Count

Let us help you establish a Customer Advisory Board that shines a brighter light on what key customers value most.

Customer Advisory Board

The list of requirements for planning and executing a successful Customer Advisory Board can be daunting. Which customers should be invited? How do you convince potential members it will be worth their time? What topics should you cover? How do you quantify the return-on-investment from your program? And, so much more.

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Ensure your company will benefit from valuable input shared on your product and service offering, future roadmap, competitive positioning, and market perception by partnering with us.

Build an Effective Customer Advisory Board

As experts in designing and executing Customer Advisory Boards, we help you define your goals and consult on discussion topics and meeting logistics for maximum impact. More importantly, we ensure your Customer Advisory Board becomes a meaningful source of revenue for your company by keeping it on track, on time, and on point.

  • Guidance on the recruitment of appropriate customers and messaging to encourage participation
  • Strategies to solicit extensive input on competitive differentiation and market trends
  • Ongoing support including agenda setting, leadership coaching, facilitation, and more
  • Unbiased interpretation of the meeting feedback, focusing on recurring themes and improvement opportunities
  • Assistance on driving critical follow-up to ensure your CAB gets the appropriate attention and stays a priority within the organization


Benefit from a Well-Run Customer Advisory Board

Customer Advisory Boards are a key ingredient in your overall customer experience program. But if not properly planned and executed, your Customer Advisory Board can fail to deliver significant value to the organization – ultimately hurting the customer experience. Partner with us to develop a deep understanding of your customers and experience the real value of a Customer Advisory Board.

Client Testimonials


Partnering with the Satrix team has been a great experience for Beamery! You are an amazing, strategic, and helpful partner. The insights Satrix has delivered have been important to our planning.

Jen Klimas

Director, Delivery Excellence, Beamery

The value-adds that Satrix provided us throughout this process is what really set them apart from others. They identified the key success criteria we needed in advance, and were proactive in driving us to improve our segmentation data and processes to maximize our value from an NPS program.

Peter Draper

Vice President, Customer Success, Shiftboard

I consider Satrix an invaluable partner and have added them as an on-going annual line item in my budget. If you are a GTM leader, Satrix has my unconditional endorsement.

Shep Maher

EVP, Global Sales, Betterworks

We leveraged Satrix to understand how our clients truly felt about our service and highlight any opportunity areas. Satrix not only helped us gather the feedback but provided us with practical guidance on utilizing the rich data to improve and grow.

Joseph Cravotta

Senior Retirement Plan Consultant, HB Retirement

Our Clients

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Resource Center


The Satrix Solutions Resource Library has an excellent collection of best practices, tips, and guidebooks on CX and EX strategy - all crafted to help your company get ahead in today's competitive market.