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LISTEN & LEARN. LEVEL-UP YOUR CUSTOMER ENGAGEMENT WITH CUSTOMER ADVISORY BOARDS
CERTIFIED.



Looking to get your customers more involved? Ready to take the next step forward
for customer engagement? Want to make the most of the feedback you’re getting
from your advocates? Whether you’re brand new to CABs, or have one already set
up, this course will help you get on step closer to perfection! 



Get certified

⏰ 3+ HOURS' OF CONTENT 👩‍🏫 13 CHAPTERS 📕 46 EXAM QS 🧠 5 EXPERT-LED
DISCUSSIONS 🛠 3 EXCLUSIVE TEMPLATES 👨‍💻 100% SELF-PACED 🔖 OFFICIAL
CERTIFICATION


Download the brochure

COURSE OVERVIEW


Is the idea of setting up a CABs a little overwhelming? How do you begin? Which
customers would be a good fit? How will the meetings run? What’s your overall
aim?

Beginning any project can come with a lot of questions, especially if involves
working closely with your customers. But this Masters course offers you the tool
and resources you need, all in one place.  

Need tips on getting stakeholder buy-in? We’ve got you.
Stuck with negative feedback? Get advice on how to turn it into a positive
outcome. Need some quick wins? Our templates streamline your work instantly. 

Get certified in Customer Advisory Boards.





START THE CYCLE TO SUCCESS.



👇 Produce an awesome Customer Advisory Board.

👇 Get key customer insights.

👇 Enhance your product.

👇 Keep consumers happy.

🤑 Boost your revenue.

Brand-new to CABs? We’ll show you the ropes. 

CAB veteran? We’ve got you sorted with a refresher (and we'll teach you new
tricks!) 😏

This certification will equip you with the actionable tools, knowledge, and
know-how needed to grasp the ins and outs of CABs.


Get certified

Free for Pro+ members

"IF YOU'RE PLANNING ON LAUNCHING YOUR FIRST CAB, DROP EVERYTHING YOU'RE DOING
AND TAKE THIS COURSE! NOT ONLY WILL IT PROVIDE YOU WITH VALUABLE RESOURCES AND
FRAMEWORKS, BUT IT'LL ALSO HELP YOU AVOID A LOT OF 'FIRST TIME CAB' MISTAKES AND
PITFALLS."


Mark Assini, Product Marketing Manager at Voices


MEET YOUR INSTRUCTOR.



Bree Bunzel, Head of Global Customer Marketing at Dropbox is a bonafide expert
in Customer Advisory Boards.

An instructor with a 100% satisfaction rating for CAB customer experience, Bree
has spearheaded a global CAB blueprint leveraged by a new events and marketing
team.

After experiencing one of Bree’s sessions first-hand, the former Chief Operating
Officer at Dropbox enthused: “In all my years leading, this was a best-in-class
Customer Advisory Board experience.” 

Now, an expert with over a decade of experience, she’s fine-tuned her acumen and
is primed to impart her pearls of wisdom to you.

You’re in for a treat. 🔥




LEARN FROM INDUSTRY LEGENDS LIKE:


JOSHUA ZERKEL


Head of Global Engagement Marketing (Community + Lifecycle) at Asana





ALISON LUTJEMEIER


Group Manager, Customer Feedback Programs at Adobe





LISA PAINTER


Senior Director, Executive Experiences at Zendesk





JUDY TIAN

Marketing Manager at LinkedIn





BRYONY PEARCE


CMO at Customer Marketing Alliance





WHAT YOU'LL ACHIEVE.



✅ Understand the strategic benefits of Customer Advisory Boards.

🙌 Get business buy-in from key stakeholders.

👊 Outline objectives and key themes.

😃 Turn negative feedback into positive outcomes.

👀 Define roles and responsibilities.

🔥 Drive engagement among your members.

🗣 Consolidate feedback and introduce action points.

👌 Source ideal CAB members.

👨‍💻 Prepare an awesome agenda.

📊 Understand key CABs metrics.



Get certified

Free for Pro+ members

DON'T WORRY, WE DO TEAM RATES, TOO.


If you're looking to get a team of three or more certified, then speak to Matt
about team rates at m.booth@teamalliance.io

P.S. If you need help convincing your boss, we've done the hard part for you.


COURSE CURRICULUM


  Introduction [15 mins]
Available in days
days after you enroll
 * Pre-course survey Start
 * Starting your customer-first journey (2:06) Start
 * About your instructor (7:00) Start
 * Your course pack Start
 * An intro to Customer Advisory Boards (5:02) Start
 * Exam #1 Start
 * Resource library Start

  Getting business buy-in [30 mins]
Available in days
days after you enroll
 * Strategies, stakeholders & business plans (7:01) Start
 * Expert insight | Joshua Zerkel, Asana Start
 * Exam #2 Start

  CAB workflow [60 mins]
Available in days
days after you enroll
 * Key ingredients to a successful CAB (0:51) Start
 * Setting objectives & themes (1:44) Start
 * Sourcing ideal members & discovering their WHY (14:14) Start
 * Exam #3 Start
 * Preparing your agenda (2:24) Start
 * On the day (13:00) Start
 * Expert insight | Alison Lutjemeir, Adobe Start
 * Exam #4 Start

  Post-CAB [60 mins]
Available in days
days after you enroll
 * Debrief & consolidation (3:17) Start
 * Expert insight | Lisa Painter, Zendesk Start
 * Communication (3:20) Start
 * Maintaining momentum (2:15) Start
 * Expert insight | Judy Tian, LinkedIn Start
 * Exam #5 Start

  Wrap up [35 mins]
Available in days
days after you enroll
 * Key components of a successful CAB (32:16) Start
 * Course satisfaction survey Start
 * Resource library Start
 * Fancy leaving a review? Start
 * Your feedback Start
 * Let's get social Start
 * Certified and #proud Start
 * Learn. Level-up. Lead. Start
 * Continue your professional development Start
 * Get your certificate Start

Show All Lectures

UNLOCK AN ADDITIONAL 7+ COURSES 🔓


Access our entire suite of courses, a free in-person event ticket, 100+ hours of
strategy content, templates & frameworks, mentorship opportunities, and more
when you become a Pro+ Member.





CABs aren't created in isolation. They pull in multiple skills from multiple
departments, which is why this course is created with product marketers, product
managers, customer success - and more, in mind.

Built in partnership with our sister-community, Product Marketing Alliance, it
covers everything you and your cross-collaborative colleagues need to excel in
every area of this essential business skill.




FAQS.

Q: Who's this course for?

A: Quite literally (almost) anyone. Whether you’re a Customer Marketing Manager,
Customer Success Manager, or something totally different, if you've got an
appetite to be an expert in CABs, this course has been created for you.

Already ran a CAB or two in your time? Refine and improve on your current
practices. Running your first CAB? Walk away with a step-by-step framework to
hit the ground running and make an impact.

Q: How does the course work?

A: The course is 100% OnDemand and fully self-paced. Once you enroll, you’ll
work through the modules in chronological order and be invited to take part in
activities. At the end of each module, you’ll be presented with mandatory exam
questions and if you pass all these, you’ll become Customer Advisory Board
Certified!

Q: How long will the course take to complete?

A: The course content, activities, and exams will take approximately 3 hours to
complete.

Q: What happens if I don’t pass the exams?

A: If you fail first time round you'll be given the option to retake the exam.
If you fail the second attempt, unfortunately, it means you won’t get the
certificate. However, all’s not lost, you’ll have still learned LOTS and you’ll
be given access to the course materials for life - so you can brush up on the
bits you slipped up on forevermore.

Q: How long will I have access to the course content for?

A: For life! One, one-off payment gives you unlimited to all the course’s
content forevermore. 


CHECK OUT OUR OTHER COURSES. 👇



NARRATIVE DESIGN CERTIFIED | MASTERS



ALL THE TOOLS YOU NEED TO DESIGN YOUR COMPANY’S NARRATIVE AND CREATE A STORY
THAT BREAKS THROUGH.

Customer Marketing Alliance

% COMPLETE

$500


CONSUMER PSYCHOLOGY CERTIFIED | MASTERS



LET THE VOICE OF THE CUSTOMER TAKE CENTRE STAGE.

Customer Marketing Alliance

% COMPLETE

$500

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