This document provides insight into how I started and ran our Customer Advisory Board to get consistent feedback from a trusted group of advisors and steward prioritization on our product roadmap.


Many founders look at building an Advisory Board as extra work...I know I did. But its one of the most essential activities you can do to find Product-Market Fit. A process and proven approach will demystify how to get started. I wish we had done this sooner. It was only after we launched our third product that we made our Advisory Board a priority.


Record all of the advisory sessions and create a highlight reel for your investors and customers...there may not be anything more powerful.

Here's the one we built: 

Jonathan Palay

This document provides insight into how I started and ran our Customer Advisory Board to get consistent feedback from a trusted group of advisors and steward prioritization on our product roadmap.

Helping sales leaders understand the reality of their operating cadence based on where sales managers are spending time.

To advance our product development effort and the success of our advisors by building software for sales management intelligence.

Today we know more about how sellers sell, buyers buy, but very little data exists to understand how sales managers manage.

CT Insights helps sales leaders understand the reality of where sales managers spend time to…

Improve overall time spent with team and in field

Monitor and adjust operating cadence for a virtual environment

Reduce and streamline administrative load

Focus support to the reps that need attention

Motivate managers who bias internal to get into the field

The objectives of the Customer Advisory Board are:

Get fast feedback to stress test our hypotheses with users of our software

Identify and discuss best practices for sales management

Prioritize future product development efforts based on customer needs

Members will have the following benefits:

Influence the development of product functionality to meet their needs and the needs of their industry

Have advance knowledge of product plans and development roadmap

Share and gain knowledge and experience among other members via virtual and in-person forums

Promote your participation on LinkedIn, resume, etc...demonstrating your expertise and commitment to sales management

We ask that with membership you commit to the following:

Responsiveness to surveys we periodically send out

Join additional community forums we create for discussion with other members and feedback

Your membership is active as of January 1st, 2022 and we ask that you commit to participate for the next 12 months. At the end of this period membership will be reviewed.


Subject: Invitation to join CT’s Sales Management Intelligence Advisory Board

After countless hours of research and interviews with senior sales leaders like you across 2021, it’s clear there is a lot of excitement about Sales Management Intelligence i.e. understanding the reality of where sales managers spend their time.

So we felt now was the time to put together an elite group of practitioners who are excited about the opportunity and want to be involved. Your feedback has been so valuable that we’d like to more actively incorporate it into our product development effort.

The first event will be scheduled for early December where you will meet other advisory board members and we will share what to expect going forward. Here’s a quick synopsis:

I would budget 1-3 hours per quarter of your time, ideally more focused on reviewing your Management Intelligence Dashboard with you.

We have a very high bar for inclusion amongst this group and would only invite those we feel that not only CT but also the rest of our advisors will learn from. Having come from CEB, the gold standard in peer-to-peer networking, we aim to architect an environment where you benefit from connecting with peers who are equally passionate about the sales management profession. And once we officially launch you’re welcome to promote your advisory position on LinkedIn, etc…we are exploring additional incentives with our Board.

We’d love to have you involved. If you can’t, that’s totally fine, but please let us know so we can fill your spot elsewhere.

Customer Advisory Board Charter at CommercialTribe

Customer Advisory Board

Sales Management Intelligence

Mission

Vision

Sign up to see more