Assemble a customer advisory agenda from open asks

Customer advisory boards fail when agendas are marketing wishlists. Real asks make real agendas.

This hack: twenty minutes, assemble CAB agenda from open customer asks.

When to use it

• A CAB or advisory session is scheduled.
• You have open asks from customers or CS notes.
• You want discussion, not a pitch.

When not to

• You have no customer input. Collect asks first.
• Leadership wants only a product launch showcase. Label that correctly; don't call it advisory.
• Sensitive roadmap legal constraints apply. Follow disclosure rules.

Do this (timer on)

1. 1. Paste open asks / CS themes.
2. 2. Cluster into 3 discussion topics + timing.
3. 3. Add what you will share vs what you need from them.
4. 4. Send agenda early.

Prompt (copy)

Assemble a customer advisory agenda from open asks.

Output:
- Objective for the session
- 3 topics with timeboxes
- Pre-reads
- Decisions/input we need
- What we will not cover

Do not invent customer quotes.

OPEN ASKS / NOTES:
[paste]

After you send

If advisory sessions are monologues, client communication is broken. Operations Efficiency when customer input never shapes the room.

Start free assessment (Operations Efficiency) at https://faisalrizvi.com/ - See where we're wasting hours. 3 minutes. Score + prioritized roadmap. Shareable report. No login.

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