Build your customer advisory board planner.

How to build your customer advisory board planner

1. 1

   Describe the job

   Plan advisory-board sessions and track which customer feedback needs follow-up.

2. 2

   Review the first version

   Choose how the research coordinator records the member and how the research lead reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your customer advisory board planner

• Keep the member in context

  Keep member, invitation preference, session topic, agenda, feedback item and follow-up together so the next person can understand the request or record.

• When the next step needs a decision

  An advisory session produces a feature suggestion. Preserve it as feedback with an owner, not a delivery commitment or public roadmap promise.

• Keep follow-up visible

  Keep invitations within each member's recorded preferences.

• Choose what each person needs

  Give the research coordinator a working view and the research lead a review view. Keep member and invitation preference attached to the decision as the work moves between them.