7/9/25

Why Your Customer Advisory Board Is Failing (And How to Fix It), Guest Chris Waldo

Chris shares reflections from a memorable CAB in Napa, what he’d do differently around follow-up, and how CABs serve as critical spaces for validating strategy, building trust, and forming deeper human connections between executives and customers.

Together, we discuss the evolving role of the CMO and how CABs can now be leveraged to gather insights around AI, personalization, and customer expectations in a post-digital world.

Topics we cover:

- Chris’s lessons from leading CABs and his follow-up “aha”

- Who owns the post-CAB relationship? (CSM, marketing, execs?) - How CABs can shape product direction, market positioning, and brand trust

- The growing importance of personalization and AI in CAB discussions

Next

Naveed Husain from CIO to CEO, Why Serving On Customer Advisory Boards Has Given Him Opportunities!