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10) Customer Advisory Board (CAB) Session → Proof & Direction

Peer voices beat claims; product direction + proof accelerates late-stage deals.

Updated over a month ago

Turn CAB insights into a public asset that closes deals. Repurpose your session into clips and a structured page that lets prospects hear impact and direction straight from peers - so late-stage buyers move with confidence.

Who it’s for

  • Founders, Product & Customer Success teams running CABs

  • Enterprise AEs working late-stage deals

  • Marketing/Comms packaging executive narratives

Why it matters

Peer voices beat claims; product direction + proof accelerates late-stage deals. CABs reveal what top customers value most - capture the signal and let prospects hear it.

How it works (TOF → MOF → BOF)

TOF (Peer-impact highlights):

Publish short clips of customers describing impact and the next problems to solve. Tag participants; share on LinkedIn/X/Shorts. Each clip links to your CAB Recap page.

MOF (On-site “CAB Recap” page):

A Replay page that includes:

  • Chapters: Insights → Roadmap Alignment → Results (jump links)

  • Artifacts: Case snapshots by industry/size, slides, framework graphic

  • Transcript + searchable timeline for exec scanning

  • Filters: Industry · Use case · Company size (to surface relevant proof)

BOF (Conversion & exec follow-up):

Primary CTAs: “See similar results in your industry” · “Book a roadmap fit check.”
Secondary: “Download case bundle” · “Talk to solutions.”


KPIs: Late-stage win rate · Time to close · Expansion pipeline · Exec views/time on page


Automation tips: Viewing Results + Roadmap Alignment → email matched case studies + booking link; repeated views from one account → Slack ping to AE with chapter context; case bundle download → schedule 15-min fit check.

Let customers be the chorus. When prospects hear the future from peers, urgency follows.

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