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Customer Experience

Customer Advisory Board Experience & Value Survey

Collects structured feedback from Customer Advisory Board members on strategic alignment, meeting cadence, format preferences, and perceived value to drive board engagement and planning decisions.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

21 questions · ~10 min
Q01
Message

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.

Q02
Multiple Choice

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
Q03
Opinion Scale

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

Scale: 1 – 7
Min:Not at all alignedMax:Perfectly aligned
Q04
Opinion Scale

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

Scale: 1 – 7
Min:No value at allMax:Exceptional value
Q05
Opinion Scale

How would you describe the current CAB meeting frequency?

Scale: 1 – 7
Min:Far too infrequentMax:Far too frequent
Q06
Opinion Scale

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

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q07
Long Text

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

Q08
Dropdown

What is your primary role or function?

  • Executive / General management
  • Product / Strategy
  • Engineering / IT
  • Operations
  • Marketing
  • Sales / Customer Success
  • Finance / Procurement
  • Other
Q09
Message

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.

Q10
Dropdown

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

  • 0
  • 1–2
  • 3–4
  • 5–6
  • 7 or more
Q11
Ranking

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
Drag to rank
Q12
Opinion Scale

How satisfied are you with the typical CAB session length?

Scale: 1 – 7
Min:Not at all satisfiedMax:Extremely satisfied
Q13
AI Interview

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.

Q14
Dropdown

Approximately how many employees are in your organization?

  • 1–49
  • 50–249
  • 250–999
  • 1,000–4,999
  • 5,000–9,999
  • 10,000+
Q15
Multiple Choice

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
Q16
Dropdown

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
Q17
Long Text

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

Q18
Dropdown

Which industry best describes your organization?

  • Software / Technology
  • Financial Services
  • Healthcare / Life Sciences
  • Manufacturing
  • Retail / Consumer
  • Public Sector / Education
  • Energy / Utilities
  • Telecom / Media
  • Other
Q19
Long Text

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

Q20
Ranking

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
Drag to rank
Q21
Dropdown

In which region are you primarily located?

  • North America
  • EMEA
  • APAC
  • LATAM
  • Other

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Includes a dedicated AI follow-up interview segment that lets CAB members elaborate on their experience beyond fixed-choice answers
  • Covers strategic alignment, meeting cadence, and session format preferences with dedicated opinion-scale and ranking questions
  • Uses ranking questions to surface which value areas and formats matter most to each member, not just satisfaction averages
  • Segments respondents by role, organization size, industry, and region to support cross-cutting analysis of CAB feedback

Frequently asked questions

What questions are in the “Customer Advisory Board Experience & Value Survey” template?

The template includes 21 ready-to-use questions, starting with: “Welcome to the Customer Advisory Board Feedback Survey. This brief survey takes approximately 10 minutes and covers your…” · “How long have you been a member of our Customer Advisory Board?” · “How well does the CAB align with your organization's strategic priorities?”. The full set is previewed above, and every question is editable.

How long does this survey take to complete?

Respondents typically finish the 21 questions in about 10 minutes.

Can I customize this template?

Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.

Is this template free to use?

Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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