Irene Yam tailors customer advisory boards

Customer Advisory Board Consulting Services

Build Your Competitive Moat Through Strategic Customer Advisory Board

Transform customer relationships into strategic assets that competitors can never replicate. Whether you’re launching your first Customer Advisory Board (CAB) or strengthening an existing program, I’ll help you design a CAB strategy that drives measurable ROI, customer loyalty, and long-term growth

The Strategic Customer Advisory Board Difference

Companies following The Fortress Builder strategy see average annual ROI of 1,000%+ v’s 200-300% for a traditional CAB program


À La Carte Customer Advisory Board Services

Targeted interventions to strengthen or scale your CAB program:

AI Enhancement Add-On

Available for all packages

Transform your CAB program with AI-powered efficiency:

  • Custom Prompt Libraries for ongoing content creation

  • Intelligent Feedback Analysis that turns insights into action plans

  • Relationship Signal Monitoring that predicts opportunities and risks

Investment: +$2,500-5,000 (depending on package)

Strategic Agenda Architecture: Design meetings to uncover maximum competitive intelligence

Executive Relationship Recruiting: Identify and secure high-level customers that matter most

Competitive Intelligence Facilitation: Extract insights that shape strategy and give you the competitive edge

Strategic Partnership Acceleration: Turn CAB members into advocates and co-innovators

Strategic Customer Award Nomination: Elevate CAB members through industry recognition and thought leadership opportunities

Ad-hoc Consultation Services: Design your own adventure. I’ll help tailor my service based on your specific needs.  

Investment: $5,000 - $15,000 per service

The Complete CAB Consulting Playbook: From Strategic Trust-Building to 514% ROI

How End-to-End Customer Advisory Board Consulting Creates Executive Alignment, Customer Advocacy, and Lasting Competitive Advantage

When a cybersecurity company needed more than another customer event, they turned to Irene to architect a CAB program that would build trust, accelerate strategy, and deliver tangible business impact. From pre-CAB relationship mapping to executive follow-through and industry recognition, this is CAB done right.

"After the CAB, top global banking customers co-designed enterprise features with us and became public advocates, helping us expand in Asia Pacific."

  — Tamir, Director of Product Management, Software/SaaS

About Irene: Your Competitive Moat Architect

With 26 years of expertise building Customer Advisory Boards, I specialize in transforming customer relationships into sustainable competitive advantages. My approach goes beyond traditional feedback collection to create executive customer engagement programs that deliver measurable growth, advocacy, and loyalty. 

  • Author: Build a World-Class Customer Advisory Board ⭐⭐⭐⭐⭐ (4.9/5 stars on Amazon)

  • Expertise: CAB program design, executive relationship building, and competitive moat strategy 

  • Track Record: Proven frameworks that deliver 300-500% ROI consistently

I help companies build Customer Advisory Boards that competitors can't replicate, customers can't abandon, and markets can't ignore..

Ready to Build A CAB Program That Lasts?

Schedule your free CAB strategy assessment and discover how to turn customer relationships into your strongest competitive advantage.

Book Your Free Strategic Assessment

If you can't find a suitable time, email me at IY (at) ireneyam.com

Customer Advisory Board (CAB)

Services Frequently Asked Questions (FAQ)

  • Every engagement is customized, but services often include CAB program design, executive recruitment, facilitation, agenda development, and ROI measurement. You can choose a full-service package or targeted interventions depending on your needs.

  • Recruitment is a strategic process. I help identify the right C-level customers, develop a compelling value proposition for participation, and build the trust needed for long-term commitment. This ensures high acceptance rates and engaged CAB members.

  • Yes. Professional facilitation ensures discussions are strategic, balanced, and productive. My role is to moderate conversations, extract actionable insights, and maintain the integrity of executive relationships.

  • In-house teams often run CABs as feedback sessions, which can limit impact. Outsourcing to a dedicated Customer Advisory Board consultant ensures strategic design, professional facilitation, and long-term ROI. Many clients blend the two—building internal capability with external expertise.m description

  • We track ROI through multiple lenses: shorter sales cycles, increased retention, customer-led referrals, product adoption, and revenue growth directly attributed to CAB relationships. I provide ROI models to present results to your executive team.

  • Yes! If you're looking to build or elevate your Customer Advisory Board program, I offer 1:1 coaching sessions designed to meet you where you are. Whether you're just getting started or want to strengthen an existing CAB, I’ll guide you through proven frameworks to design, run, and measure a program that creates lasting impact.

    Coaching is available at $200/hour or $100 for a 30-minute session. Contact me at IY (at) ireneyam.com

  • Pricing depends on scope, maturity of your CAB, and level of support needed. Programs typically range from $15,000 for training and coaching to $35,000+ for full-service design and facilitation. I provide custom proposals aligned with your objectives.

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