Advisory Board
A council of customers steering your roadmap.
Workflow
Step 1Candidate ID
ObjectiveFind the right advisors.
InputCustomer base
OutputCandidates
Key activities
Identify customers who can challenge and shape
Decision points
Who would add value?
Tools: SelectionRoles: Founder · CS
Success: Candidates found
Quality gate: Go: strong. Loop back: yes-men.
Why it matters
- An advisory board turns customers into partners. Their input sharpens the roadmap and deepens loyalty.
Best practices
- Choose customers who challenge, not just flatter.
- Run structured, facilitated meetings.
- Actually act on the feedback — or stop asking.
- Keep the relationship warm between meetings.
Common mistakes
- A board that's a sales pitch in disguise.
- Collecting feedback and ignoring it.
- Letting one loud voice dominate.
Key questions
- Who among customers would make the roadmap better?
- What will we change because of what they say?
Agents that drive this
Planning CycleListener
Tools we use · alternates in [ ]
Notion[ Confluence, Obsidian ]Slack[ Teams, Discord ]