Advisory Boards as a Service

Advisory Boards That Drive Growth

We design, recruit, and run Customer Advisory Boards and Strategic Advisory Boards for B2B companies, so your best customers and advisors actually move the needle.

Strategy and program design built around your specific goals
Advisor and member recruitment handled end-to-end
Expert facilitation of every meeting
Ongoing measurement and optimization

Diverse team of professionals collaborating in a strategic advisory meeting

Most Advisory Boards Fail. Here's Why Ours Don't.

The difference between an advisory board that transforms your business and one that fizzles out comes down to design, facilitation, and follow-through.

"Advisory boards are glorified focus groups"

Ours are strategic partnerships with structured agendas, executive-level dialogue, and measurable business outcomes.

"Members lose interest after two meetings"

We design programs that keep advisors engaged through clear value exchange, ongoing communication, and visible impact on decisions.

"They become feature-request sessions"

Our facilitation methodology keeps conversations at the strategic level: market direction, competitive positioning, and growth priorities.

"Internal teams can run them as a side project"

Dedicated management ensures your program stays strategic, consistent, and produces actionable insights, not just meeting notes.

Two Types of Advisory Boards

Boardstream provides full-service advisory board management for B2B companies. We specialize in two models, each designed to solve specific business challenges.

Customer Advisory Boards

Key customers providing direct input to drive roadmap decisions, market direction and strengthen retention.

Best for: B2B companies needing deeper product/roadmap insight and customer retention

Strategic Advisory Boards

Industry veterans and subject-matter experts providing strategic guidance for transformational growth.

Best for: Organizations facing major strategic decisions or market expansion

Not sure which type of board you need?

Understanding the difference between a CAB and SAB is the first step to choosing the right program.

Deep Dive: Why Advisory Boards?

Find Your Path

Select the option that best describes your needs

Launch a CAB

Start your first Customer Advisory Board with expert guidance from strategy to execution

Launch a SAB

Build a Strategic Advisory Board with world-class advisors for transformational growth

Improve Your Existing CAB

Optimize your current Customer Advisory Board for better engagement and outcomes

Join as an Advisor

Serve on Strategic Advisory Boards for growing B2B companies

Trusted by Leading B2B Companies

We manage Customer Advisory Boards and Strategic Advisory Boards for high-growth companies across SaaS, MarTech, Enterprise Software, Digital Media, and Logistics Technology.

Featured Case Study

28Freight

Strategic Advisory Board

"Partnering with Boardstream allowed us to build a Strategic Advisory Board that transformed how we operate. We've become far more strategic, reshaped our team, and are now building for sustainable growth."

— Richard Marks, CEO, 28Freight

Strategic Transformation

2x Revenue Growth

Year-over-year revenue doubled through strategic repositioning

VP Sales Recruited

Key executive hire sourced directly through SAB connections

Platform Transformation

Evolved from transactional tool to strategic growth platform

Enterprise CMS

Customer Advisory Board Program

Dual-segment CAB management for a leading enterprise hosting platform

•Dual CAB management across Media & Corporate segments
•12+ quarterly meetings facilitated
•Strategic product roadmap validation with key accounts

AdTech — US Market Entry

Strategic Advisory Board

SAB-guided US market expansion for a Japanese advertising technology leader

•Validated go-to-market strategy for US expansion
•Accelerated strategic partnerships in new market
•Cross-cultural advisory facilitation

How Boardstream Works

Our proven 4-phase methodology from assessment to ongoing optimization

Phase 1 · Weeks 1-4

Foundation

Strategic assessment, stakeholder alignment, charter development, and success metrics definition

Phase 2 · Weeks 5-11

Program Design & Recruitment

Member selection criteria, meeting format, engagement model, and recruitment execution

Phase 3 · Weeks 12-16

Launch & First Meeting

Expert facilitation, real-time documentation, action item tracking, and post-meeting synthesis

Phase 4 · Ongoing

Ongoing Optimization

Meeting management, member engagement tracking, program effectiveness measurement, and continuous improvement

Launch Timeline: 12–16 weeks from kickoff to first meeting

Advisory Boards Deliver Results

Independent industry research on advisory board impact.

24%

Annual Sales

Average increase in annual sales^*

18%

Productivity

Average increase in productivity^*

15%

Financial Results

Average increase in financial results^**

*Study by the Business Development Bank of Canada

**State of the Market Report by the Advisory Board Centre

By The Numbers

Boardstream client outcomes.

70%+

Member Acceptance Rate

Strategic customers and advisors say yes

12-16 weeks

Average Time to First Meeting

From kickoff to facilitated launch

15-25%

CAB Member Retention Improvement

Compared to previous member retention rates

Frequently Asked Questions

What's the difference between a Customer Advisory Board (CAB) and Strategic Advisory Board (SAB)?

Customer Advisory Boards consist of 10-20 strategic customers who provide product feedback and roadmap validation. Strategic Advisory Boards consist of up to 12 external industry experts who provide high-level strategic guidance on market expansion, M&A, and transformational decisions.

How long does it take to launch an advisory board?

Most organizations hold their first advisory board meeting within 12-16 weeks of engagement kickoff. This includes strategic assessment, program design, member recruitment, and preparation.

What's the typical meeting frequency for advisory boards?

Both Customer Advisory Boards and Strategic Advisory Boards typically meet quarterly with ongoing engagement between meetings. Strategic Advisory Boards also consist of individual advisor consultations as needed.

How do you recruit advisory board members?

For CABs, we develop compelling value propositions showing customers how participation influences product direction, then execute executive outreach strategies that achieve 70%+ acceptance rates. For SABs, we leverage our network to recruit advisors with specific expertise aligned to your strategic needs.

What makes professional advisory board management different from running it internally?

Expert facilitation delivers significantly higher engagement and actionable outcomes compared to internal management. We bring proven methodologies, dedicated focus, and specialized expertise, typically for less cost than hiring a full-time program manager.

Not Sure Which Path Is Right?

Take our 2-minute assessment to find your fit