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Customer Advisory Board Survey Template: Fit, Cadence, Value

Collect CAB member feedback on strategic fit, meeting cadence, and value. Use this survey template to improve advisory board alignment, engagement and outcomes

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Multiple Choice
How long have you been a member of our CAB?
  • Less than 3 months
  • 3–6 months
  • 6–12 months
  • 1–2 years
  • More than 2 years
Q2
Numeric
How many CAB sessions have you attended in the past 12 months? Enter a whole number.
Accepts a numeric value
Whole numbers only
Q3
Long Text
If you have not attended recently, what were the main barriers?
Max 600 chars
Q4
Dropdown
What meeting cadence would work best for you over the next year?
  • Monthly
  • Every 6–8 weeks
  • Quarterly
  • Twice per year
  • Once per year
  • Ad hoc, when needed
  • Not sure
Q5
Multiple Choice
Which formats have you participated in during the past 12 months? Select up to three.
  • Virtual roundtables
  • In-person meetings
  • Hybrid sessions
  • 1:1 briefings
  • Asynchronous forums/email
  • Other
Q6
Opinion Scale
The current CAB meeting frequency meets my needs.
Range: 1 – 10
Min: Too infrequentMid: About rightMax: Too frequent
Q7
Rating
How satisfied are you with the typical session length?
Scale: 10 (star)
Min: Very dissatisfiedMax: Very satisfied
Q8
Ranking
Please rank these CAB formats from most to least valuable for you.
Drag to order (top = most important)
  1. Open roundtable discussion
  2. Roadmap preview + feedback
  3. Expert/guest speaker session
  4. Hands-on workshop
  5. Customer case-share
Q9
Multiple Choice
Quality check: To confirm attention, please select "Agree" below.
  • Strongly disagree
  • Disagree
  • Neither
  • Agree
  • Strongly agree
Q10
Matrix
How well does the CAB align with your organization’s priorities?
RowsStrongly disagreeDisagreeNeitherAgreeStrongly agree
Topics match our strategic priorities•••••
Insights inform our near-term decisions•••••
Peer mix reflects our segment•••••
Input influences product/roadmap direction•••••
Content supports longer-term strategy•••••
Q11
Rating
Overall, how much value has CAB participation delivered to your organization in the past 12 months?
Scale: 10 (star)
Min: No valueMax: High value
Q12
Long Text
What changes would most increase the value of the CAB for you?
Max 600 chars
Q13
Constant Sum
Allocate 100 points across the areas where you receive value from the CAB.
Total must equal 100
  • Influencing product direction
  • Peer networking and exchanges
  • Market/industry insights
  • Access to experts
  • Visibility with our leadership
  • Other
Min per option: 0Whole numbers only
Q14
Rating
How likely are you to recommend CAB participation to a peer at a similar company?
Scale: 10 (star)
Min: Not at all likelyMax: Extremely likely
Q15
Dropdown
What is your primary role/function?
  • Executive/General management
  • Product/Strategy
  • Engineering/IT
  • Operations
  • Marketing
  • Sales/Customer Success
  • Finance/Procurement
  • Other
Q16
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+
Q17
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
Q18
Dropdown
Where are you primarily located?
  • North America
  • EMEA
  • APAC
  • LATAM
  • Other
Q19
Chat Message
Welcome! This brief survey takes about 5 minutes. Please answer based on your CAB experience over the past 12 months.
Q20
Long Text
Any other feedback on topics, cadence, format, or overall CAB experience?
Max 600 chars
Q21
AI Interview
AI Interview: 2 Follow-up Questions on CAB participation
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q22
Chat Message
Thanks for your time—your input will directly inform upcoming CAB planning and topics.

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