Who We Are & How We Work

One service.
Done exceptionally.

We design and launch Customer Advisory Boards from scratch — and we do nothing else. Every engagement ends with a fully operational CAB your team can run independently for years to come.

What We Do

The Core Engagement

A single, focused engagement structured across five sequential phases. We work alongside your leadership team from the very first strategic decision through to the moment your CAB holds its inaugural meeting — fully chartered, fully membered, and ready to run.

1
Phase 1
Strategy & Charter Design
2
Phase 2
Member Selection & Recruitment
3
Phase 3
Program Architecture
4
Phase 4
Enablement & Internal Alignment
5
Phase 5
Inaugural Meeting Design & Support

Optional Add-Ons

After the Launch

The core engagement ends with a fully operational CAB. For clients who want continued support, we offer four optional services — each designed to extend momentum, build internal capability, or deepen the program over time.

Ongoing Retainer
Year 1 Program Support

Monthly advisory calls, second-meeting design, and member renewal guidance to maintain momentum after launch.

Coaching
Executive Coaching

One-on-one coaching for the executive sponsor and program manager to build lasting internal capability.

Fixed Fee
CAB Health Assessment

For organizations with an existing CAB that has lost momentum — a diagnostic audit and redesign roadmap.

Fixed Fee
Member Expansion Design

A structured process for adding new members, offboarding alumni, and refreshing the roster at the 18–24 month mark.


Our Differentiators

Why clients choose us

Five principles that define how we work — and why they matter for the success of your advisory program.

Dual-perspective expertise

Our founders have sat on CABs as customers and run them as executives. We understand both sides of the table.

One core service, done exceptionally

We do not dilute our expertise across a broad consulting menu. Every decision serves one outcome: a great CAB.

Deliverable-first model

Every phase ends with an asset you own permanently. Our value is transferred to you fully by the end of the engagement.

No junior delivery

Clients work directly with founding partners throughout — not account managers briefed on your account the week before.

Post-launch viability built in

Our methodology is architected to make Year 2 and Year 3 easier — not just Year 1. Sustainability is a design requirement.

Ready to build your Customer Advisory Board?

Let's talk about whether our engagement model is the right fit for your organisation.

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