Coaching Services for new and experienced CAB managers!

Partner with an expert to harness the full potential of these strategic assets:

* Customer Advisory Board program

* Partner Advisory Board program

* Voice-of-the Customer Modeling

Advisory Board Resource Center

Advice & Coaching for Advisory Board Managers

Articles | Videos | Resources

Partner Advisory Board Best Practices

Articles | Videos | Resources

Mission: to help you deliver your best Advisory Board experience

in Person | Virtual | Hybrid


This website is a library of Customer Advisory Board (CAB) & Partner Advisory Board (PAB) best practices and insights.


  • Blog posts & videos
  • Tools & Advice

Why innovative companies have an Advisory Board


  • Stay in sync with the market
  • Discover new revenue streams
  • Strengthen relationships
  • Outpace your competition
  • A catalyst for growth, innovation, and long-term success


Whoever understands the customer best wins!

What does it mean to become a trusted vendor?



Webinar recording

It’s easy to listen to customers when times are good. It’s more important to listen when times are uncertain.

Partner with Mike Gospe, CAB Strategist

I am a CAB pioneer, having designed my first CAB in 2002 — a time before CABs were a “thing”. I discovered how to bring CEOs and executive teams together with their best customers to talk about the future. And I started to write down these best practices. In 2013, I wrote the first CAB operations manuals: The Flipchart Guides to Customer Advisory Boards. My blog continues to share  all of the latest best practices.

Since then, I’ve worked with innovative B2B companies to bring their advisory board programs to life. More than 250 meetings!

Take advantage of a CAB Coach

Whether you are a first-time CAB manager, or an experienced planner, partnering with a CAB coach will inspire & guide you to improve your CAB program.

  • Take full advantage of the latest “customers touchpoints” and operational techniques
  • Think programmatically as you integrate your CAB with your annual planning process and sales account reviews
  • Discover new revenue streams and accelerate business growth
  • Deliver a world-class CAB experience to your customers and your executives
  • Different your CAB from competitors

Your CAB is a strategic asset, not a marketing gimmick. Learn how to harvest its full potential by partnering with a coach to make yours the best it can be!

For both our in-person and virtual meetings, Mike’s leadership was instrumental in executing a world-class CAB program.

John Dillon

CEO, Aerospike

His ability to assess our company’s goals and keep our executive team focused and aligned was invaluable.

Beth Milano

VP, Sales, Cloud5

We trust Mike to facilitate an executive meeting worthy of our best customers.

Sid Brown


Mike jumped in and instantly became an extension of our leadership team.

Jim Nekkos

CEO, Edge Technology Group

Where are you on your CAB journey?

I need help building a business case

Building a business case to support your CAB program is no small task.


I'm planning my 1st CAB meeting

Apply this proven methodology for executing a world-class CAB experience.


I want to take my CAB to the next level

Running a CAB for a while? Harness advanced strategy and engagement techniques.


Are you inviting advice from your Partners?

A Partner Advisory Board program provides an opportunity for creating a vision, shared goals, and execution plan for joint success.

Drive tighter alignment between you & partners

Learn how to use your Partner Advisory Board to communicate expectations & accelerate success.


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