Introduction
Advisory boards provide a structured way to engage customers and validate feedback collaboratively. By involving key stakeholders, you can prioritize the most impactful improvements and align product or strategy decisions with customer needs. This article outlines how to organize and leverage advisory boards effectively using Gainsight’s tools.
Step 1: Organize Your Advisory Board
Carefully selecting participants and setting clear goals ensures advisory board effectiveness.
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Identify Strategic Participants: Use C360 to identify high-value customers and stakeholders based on feedback trends, ARR, or engagement level.
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Define Objectives: Establish clear goals for the advisory board, such as validating product enhancements or prioritizing key customer requests.
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Send Invitations via Journey Orchestrator: Use Journey Orchestrator to send personalized invitations and agendas to selected participants.
Step 2: Facilitate Structured Discussions
A well-organized meeting ensures focused and productive conversations.
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Prepare Materials: Share survey results, product roadmaps, or feature mockups in advance using Success Snapshots.
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Use Dashboards to Present Trends: Visualize key feedback themes and sentiment shifts with Dashboards.
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Encourage Open Dialogue: Facilitate discussions around priorities and solutions to ensure all voices are heard.
Step 3: Document and Prioritize Insights
Capturing actionable insights ensures customer input drives meaningful outcomes.
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Log Feedback in Timeline: Use Timeline to record key takeaways, decisions, and next steps during the meeting.
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Create Actionable CTAs: Assign CTAs for follow-ups, such as validating feedback or revising a roadmap.
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Rank Priorities Collaboratively: Use feedback rankings or voting to identify the most critical items for action.
Step 4: Communicate Outcomes Back to Participants
Closing the loop reinforces trust and strengthens engagement.
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Share Meeting Summaries: Send a post-meeting recap highlighting decisions and next steps using Journey Orchestrator.
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Highlight Progress: Keep participants updated on the status of their feedback through periodic newsletters or dashboards.
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Acknowledge Contributions: Publicly recognize participants for their insights and involvement in shaping outcomes.
Next Steps for Success
With validated feedback from advisory boards, you’re ready to align product roadmaps and strategies with customer needs. The following article Align product roadmap with customer feedback will guide you on integrating validated feedback into the product roadmap to drive innovation and growth.
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