Explore the Customer Advisory Board (CAB) Resource Vault
Curated Tools, Videos, Blogs, and The Customer Advisory Board Starter Playbook
You don’t need to open 12 tabs or chase down links — I’ve pulled everything together here in one place. This page includes access to my playbook, video interviews, facilitation templates, evaluation guides, and more.
It’s not about reading it all — it’s about finding what resonates. Whether you’re building your first CAB or refreshing a mature one, you’ll find something here that helps you move forward with clarity and confidence.
Pick what fits your style, your team, your timing.
CAB Assessments (vendor and customer)
Videos — Not just me! Hear directly from executives who’ve sponsored CABs and customers who’ve sat on them. Real voices. Real lessons.
The Customer Advisory Board Starter Playbook
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![Customer Advisory Board Videos: Executive Stories & Candid Lessons]()
Customer Advisory Board Videos: Executive Stories & Candid Lessons
There aren’t many videos out there that show what really happens inside a Customer Advisory Board — so I decided to change that.
In these conversations, you’ll hear directly from the leaders who’ve built CABs… and the customers who’ve served on them.No scripts. No fluff. Just real stories, lessons, and insights from both sides of the table.
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![Build a World-Class Customer Advisory Board by Irene Yam]()
Build a World-Class Customer Advisory Board - Published January 2025
This is the guide I wish I had when I started designing and facilitating Customer Advisory Boards.
Inside, you’ll find:Proven strategies to recruit the right customers
CAB meeting templates and agenda frameworks
Executive alignment tips that unlock real buy-in
Real-world stories from both vendors and board members
Whether you’re launching your first CAB or leveling up a legacy program, this book is your playbook for building a strategic, trusted, and memorable customer engagement engine.
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![Customer Advisory Board Assessment]()
Customer Advisory Board (CAB) Readiness Assessments — For Vendors & Customers
Thinking about launching a CAB, but not sure if it’s the right time or setup?
These short assessments help both vendors and CAB participants evaluate readiness, expectations, and long-term value. Designed based on insights from real executive interviews on my YouTube channel, these tools will help you determine
if a Customer Advisory Board is the right strategic investment — and how to make it worth everyone’s time.
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![A CAB is not a taxi, LinkedIn Newsletter]()
A LinkedIn Newsletter by Irene Yam
This isn’t your average leadership newsletter.
A CAB Is Not a Taxi dives deep into what it really takes to build Customer Advisory Boards that go beyond feedback loops and become your company’s strategic advantage. Each issue features executive stories, hard-won lessons, and practical insights drawn from real CABs — both the ones I’ve designed and the ones my clients have lived through.
Whether you're a CMO, CS leader, or CAB first-timer, you'll find ideas you can actually use — with a little wit and a lot of truth.
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![ireneyam.com Blog]()
The CAB Blog — Insights on Customer Advisory Boards, Executive Engagement & Strategic Trust
The CAB Blog — Insights on Customer Advisory Boards, Executive Engagement & Strategic Trust
Welcome to the CAB Blog — where I share real-world lessons, executive conversations, and proven strategies from inside the boardroom.
Here, you’ll find some of my published articles to fresh ideas. -
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Customer Advisory Board "Starter" Playbook
Your practical guide to launching a strategic, high-impact CAB
Starting a Customer Advisory Board doesn’t have to feel overwhelming. This starter playbook gives you a clear, proven roadmap to get your CAB off the ground — with the structure, prompts, and templates used by real B2B teams.
Inside, you’ll find:
A step-by-step CAB launch checklist
Sample meeting frameworks and onboarding tips
Pitfalls to avoid from someone who’s built CABs for 20+ years
Templates you can tailor to your company’s culture and goals
Whether you're a marketing lead, CS exec, or founder looking to engage your top customers, this playbook will help you build a board that earns trust, delivers insight, and creates momentum.
