Planning your first CAB meeting

Strategy & Objectives

When planning your CAB, do not start with the invitation list! Start with a clear objective and strategy on how to achieve it.

The strategy behind setting clear objectives.

Before you send out invitations, do this!

It’s time to re-engineer an interactive CAB journey. (Part 1 of a 3 part series)

How do you invite C-suite executives you do not yet know? Here’s the most effective way to invite the right people.

Making contact is not as hard as you think.

Regardless of industry, these 3 reasons are always the same.

Finesse is required in your CAB invitation.

Customers do 80% of the talking. You do 80% of the listening.

What do you want to learn? And, how do you plan to apply this new knowledge and insight?

Map the CAB agenda to your business strategy.

Follow this guide to kickoff your first CAB meeting.

Content prep requires careful thought. Do not throw slides together. Avoid “Death by PowerPoint”.

Creating content the night before your CAB meeting is a very bad idea!

Content prep flows from your CAB objective (not the other way around)!

How do you get CAB members to give you relevant feedback on a new product concept they’ve never seen before?

Guidance to help you execute a worthy CAB experience.

After executing more than 100 CABs, this is still my best advice.

Here are my favorite US CAB locations (2019).

Create an “inner sanctum” that encourages candid conversations.

Some advice for managing internal politics when it comes to your sales teams’ role with the CAB.

The CAB is not (must not!) be a sales meeting.

However, this does not mean that your sales team does not play a role.

Train your team
to design and deliver
a world-class CAB.

Learn more about CAB
best practices – everything
from strategy to execution.