Customer Advisory Boards

Boardstream revolutionizes strategic decision-making and organizational alignment by developing and managing Customer Advisory Boards (CABs) that deliver data-driven insights. Our customized and powerful business intelligence helps companies navigate challenges and seize opportunities through expert, customer, or hybrid advisory boards.

Customer Insights & Feedback

Directly gather valuable insights from key customers to inform product development and ensure offerings remain relevant.

Market Trends & Opportunties

Gain insights into market trends and opportunities from advisory board members.

Strategic Alignment

Align strategic planning with the evolving needs and challenges of customers, driving growth and innovation.

Advocacy & Influence

Advisory board members often become brand advocates, enhancing their reputation and influencing potential clients.

Deepen Customer Relationships

Foster stronger relationships with top customers, increasing engagement, loyalty, and retention.

Product Validation & Testing

Validate ideas and get early feedback before rolling out new features or products, reducing the risk of market rejection.

Why Boardstream?

Seamless integration of AI and human expertise

Combining the efficiency and cost-effectiveness of AI with the strategic insights of human advisor

Customized and powerful business intelligence

Tailored to meet specific business needs, providing actionable intelligence.

Efficient, secure, and cost-effective

Utilizing a sophisticated technology stack for managing advisor relationships, streamlining recruiting, and ensuring efficient task management.

Most boards launch within one quarter, providing immediate and actionable real world intelligence, guiding your teams and informing your projects

How it works

Onboarding

  • Platform & Portal Setup

  • Client Onboarding

  • Document Share

  • Strategic Assessment

  • Executive Alignment

Kickoff

  • Advisor Onboarding

  • Kick-Off Agendas and Meeting Cadence

  • Inaugural Advisory Meeting

Initiation

  • Advisor Personas

  • CRM Network Assessment

  • Advisory Application Development

  • Copilot Live

  • Advisory Board Charter

Quarterly

  • Priorities, Agendas, Discussion Guides

  • Summaries, Action Items, Key Takeaways, Recommendations

  • Platform updates and reporting

  • Advisor Evaluation, Recruitment/Replacement

  • Bi-Annual Reviews

  • New Board(s) Development

Recruiting

  • Recruiting Toolkit

  • Invitations & Outreach

  • Short-listing and Candidate Evaluation

  • Interviews and Finalist Selection

  • Advisor Contracts and Administration

Boardstream delivers data-driven insights to inform strategic decision-making and drive organizational alignment and effectiveness.

 Roadmap Planning
Providing insights to shape and prioritize product or service development.

Pricing Strategy
Offering guidance on optimal pricing structures.

Market Positioning
Helping define how the company should position against competitors.

Customer Insights
Gathering direct feedback from key customers to refine offerings and experience.

Brand Positioning
Developing strategies to strengthen brand perception and market presence

Innovation & Research Guidance
Steering R&D efforts to align with market trends and customer needs.

Risk Assessment
Evaluating potential risks in new ventures or changes in strategy.

Expansion Strategies
Advising on potential areas for geographic or market segment expansion.

 Expansion Strategies
Advising on potential areas for geographic or market segment expansion.

Strategic Partnerships
Identifying and evaluating potential partnership opportunities for growth.

Sales & Account Optimization
Analyzing and recommending effective sales channels and account strategies.

Strategic Planning and Advice
Providing guidance and strategy recommendations.

Technology Integration
Guiding technology adoption and integration for better efficiency.

Boardstream’s pricing is based on an annual subscription, per board.

Annual Subscription

  • Dedicated Board Manager

  • Custom Boardstream Co-Pilot

  • Ongoing Strategic Assessments & Recommendations

  • Quarterly Virtual Meeting Preparation, Agendas, & Follow-up

  • Quarterly Pulse Surveys

  • Advisor Profiling & Recruiting Kit

  • Contract Management

  • Customization & Prompt Engineering

  • Ongoing Oversight & Optimization

  • Reporting & Analytics

    Add-Ons:

    • In-Person and/or Virtual Meeting Moderation

    • Custom Advisor Recruiting

    • Senior Advisory Chairperson

      *Advisor compensation handled separately

For more information and to start leveraging the power of Customer Advisory Boards, contact our team.