Building Strategic Partnerships: Customer Advisory Board Shapes AI Product Roadmap
The Story
A B2B digital experience platform was at a pivotal moment in AI transformation but faced a challenge common across the industry: their customers were caught in the "AI adoption gap" - excited about AI's potential but confused about implementation. The company needed to validate their AI product roadmap with real customer input while positioning themselves as thought leaders in AI-powered buyer engagement, but had no formal mechanism for strategic customer collaboration.
What We Did
Built CAB program from scratch with brand identity, positioning, recruitment strategy, and governance model
Designed elevated brand experience including landing pages, decks, and program logo
Recruited 10 enterprise marketing leaders from leading technology companies
Facilitated strategic sessions capturing priorities around AI adoption, personalization, and content effectiveness
Developed dual-horizon plan delivering immediate value while engaging members to co-design future platform
Created persona matrix mapping each member's priorities to product capabilities
The Edge Impact
10 strategic marketing leaders recruited from enterprise technology companies
5 critical roadmap priorities validated based on customer feedback
Strategic integration opportunities identified with complementary platforms
Elevated brand positioning as AI thought leader in buyer engagement
Ongoing collaboration channels created with technical delegates
Delivered immediate tactical wins while building long-term strategic partnerships
