Free tools for
customer marketers

How to design and run a C-level Customer Advisory Board: member criteria, 6-month calendar, Day 0/1/2 run-of-show templates, onboarding interview questions, and the 5 mistakes that undermine credibility with a C-level room.

How to plan and run your first two Customer Advisory Board meetings: member recruitment criteria, a 6-month week-by-week calendar, Meeting 1 and 2 agenda templates, onboarding interview questions, and the 5 mistakes that kill CABs before they find their rhythm.

Score your program across 8 dimensions and calculate exactly how much pipeline your reference gap is putting at risk. Two tools, one place.

Quantify the revenue impact of your customer proof library and reference program — and see exactly what gaps in coverage are costing you in pipeline.

Quantify the full revenue impact of your customer community — retention, pipeline, support savings, and product value — net of what it costs to run.