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.
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.
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.
Monthly advisory calls, second-meeting design, and member renewal guidance to maintain momentum after launch.
One-on-one coaching for the executive sponsor and program manager to build lasting internal capability.
For organizations with an existing CAB that has lost momentum — a diagnostic audit and redesign roadmap.
A structured process for adding new members, offboarding alumni, and refreshing the roster at the 18–24 month mark.
Why clients choose us
Five principles that define how we work — and why they matter for the success of your advisory program.
Our founders have sat on CABs as customers and run them as executives. We understand both sides of the table.
We do not dilute our expertise across a broad consulting menu. Every decision serves one outcome: a great CAB.
Every phase ends with an asset you own permanently. Our value is transferred to you fully by the end of the engagement.
Clients work directly with founding partners throughout — not account managers briefed on your account the week before.
Our methodology is architected to make Year 2 and Year 3 easier — not just Year 1. Sustainability is a design requirement.
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