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How do you set up a customer advisory board?

What are the pains and best practices to set up a customer advisory board? Are there good examples to look at? Our goal with the customer advisory board is to help us retain customers.
1 Answer
Madison Leonard
Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks AnimationJanuary 18

Customer advisory boards are best when you keep the customers under 10 people and ask them to stay on for 1-2 years. Strategically hand-pick your advisors from the markets you want to break into or dominate. For example, if you want to go more into Enterprise, you shouldn't have 9/10 people from SMB companies on your board. 

While advisory boards can certainly help with retention, I'd argue they are better suited for roadmap planning and keeping them happy customers. For product retention, I'd pull in PMs and growth PMs to lead the charge on improving user retention and activation. 

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