Customer Advisory Board Experience & Value Survey

Welcome to the Customer Advisory Board Feedback Survey. This brief survey takes approximately 10 minutes and covers your CAB experience over the past 12 months. • Your participation is entirely voluntary—you may skip any question or stop at any time. • There are no right or wrong answers; we value your honest opinions. • All responses are confidential and will be reported in aggregate. • Your input will directly inform future CAB planning, topics, and format decisions. Please proceed when you're ready.

How long have you been a member of our Customer Advisory Board?

• Less than 3 months
• 3–6 months
• 6–12 months
• 1–2 years
• More than 2 years

How well does the CAB align with your organization's strategic priorities?

Overall, how much value has CAB participation delivered to your organization in the past 12 months?

How would you describe the current CAB meeting frequency?

How likely are you to recommend CAB participation to a peer at a similar company?

What changes would most increase the value of the CAB for you?

What is your primary role or function?

• Executive / General management
• Product / Strategy
• Engineering / IT
• Operations
• Marketing
• Sales / Customer Success
• Finance / Procurement
• Other

Thank you for your time and thoughtful feedback. Your input will directly inform upcoming CAB planning, topics, and format decisions. We look forward to your continued participation.

Approximately how many CAB sessions have you attended in the past 12 months?

• 0
• 1–2
• 3–4
• 5–6
• 7 or more

Please rank the following areas by how much value you receive from the CAB, from most to least valuable.

1. Influencing product direction
2. Peer networking and exchanges
3. Market and industry insights
4. Access to subject-matter experts
5. Visibility with our leadership
6. Other value not listed above

How satisfied are you with the typical CAB session length?

We'd like to explore your CAB experience in a bit more depth. Our AI moderator will ask a couple of follow-up questions based on your earlier responses.

Approximately how many employees are in your organization?

• 1–49
• 50–249
• 250–999
• 1,000–4,999
• 5,000–9,999
• 10,000+

Which CAB formats have you participated in during the past 12 months? Select all that apply.

• Virtual roundtables
• In-person meetings
• Hybrid sessions
• 1:1 briefings
• Asynchronous forums or email threads
• Other

What meeting cadence would work best for you over the next 12 months?

• Monthly
• Every 6–8 weeks
• Quarterly
• Twice per year
• Once per year
• Ad hoc, when needed
• Not sure

Based on your responses in this survey, please share any additional thoughts or feedback about topics, cadence, format, or the overall CAB experience.

Which industry best describes your organization?

• Software / Technology
• Financial Services
• Healthcare / Life Sciences
• Manufacturing
• Retail / Consumer
• Public Sector / Education
• Energy / Utilities
• Telecom / Media
• Other

If you have not attended a CAB session recently, what were the main barriers to your participation?

Please rank the following CAB session formats from most to least valuable for you.

1. Open roundtable discussion
2. Roadmap preview and feedback
3. Expert or guest speaker session
4. Hands-on workshop
5. Customer case-share

In which region are you primarily located?

• North America
• EMEA
• APAC
• LATAM
• Other