CA
Customer Advisory Board
🔵 Stable🕐 updated 2026-07-01
🔷 SkillSpec L3
pm-pmm
Plan and run a customer advisory board (CAB). Use when asked to design a customer advisory board, plan a CAB meeting agenda, choose CAB members, or write CAB invitations and follow-ups. Produces a CAB program plan — objectives, member selection criteria, a meeting agenda, discussion guides, roles, logistics, and a follow-up and value-capture plan.
🗣 Say this to your agent
“Plan a customer advisory board for our enterprise accounts”“Design a CAB meeting agenda focused on roadmap input”“Who should we invite to our first advisory board, and why?”“Write the CAB charter and member value proposition”
What to give it
▸Objective — strategic input, roadmap validation, relationship deepening, advocacy
▸Format & cadence — in-person / virtual, how often, meeting length
▸Candidate members — or the segments/personas you want represented
▸Topics — you want input on (and any you must avoid)
▸Constraints — confidentiality, competitor overlap, budget, exec sponsors
▸What members get — early access, peer network, influence, recognition
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓The agenda is majority discussion, not presentation
✓Membership is balanced and avoids competitors in the same room
✓Each topic has a discussion guide with real questions
✓Product is in "listen mode," not defending the roadmap
✓Follow-up closes the loop on what will and won't be acted on
✓Members clearly get value, not just give it
⚠️ What it refuses to do
Do not turn the CAB into a product pitch or QBR
Do not stack the room with only your happiest customers
Do not let the team defend decisions instead of listening
Do not collect input and go silent — always close the loop
Do not seat direct competitors together or ignore confidentiality
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcpRelated skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="customer-advisory-board"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Customer Advisory Board is one of 599 open-source professional AI agent skills — all SkillSpec L3.
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