Customer Advisory
Research
Let customers apply to an advisory board with tenure, product footprint, and the meeting cadence they can keep.
A customer advisory that is just “our favorite logos” becomes a dinner. This template asks for tenure, footprint, and a cadence they can keep so you invite people who will argue, not people who will only toast.
Who it is for
Product leaders and customer-success teams standing up a CAB or a design-partner council.
When to use it
Use it when the seat is recurring. User Interview is one conversation. Research Participant is a broad panel. Beta Access is a product key, not a council.
What this form collects
Identity, company, tenure, product footprint, meeting cadence, and a statement of what they would hold you to.
- Annual CAB application
- Design-partner council for a platform bet
- Regional customer council after a big launch
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Customer Advisory
Frequently asked questions
Does this admit them?
No. It is an application. You still choose the cohort and send the charter. Silence should be advertised in the success copy if you will not reply to everyone.
Should prospects apply?
The tenure dropdown allows “still evaluating.” Most CABs want paying customers. Filter after you export if that is your rule.
Is this a legal advisory board?
No. It is a product council. If you need NDA or securities language, add it after you clone the form and talk to counsel — the template is intake.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
User Interview Signup
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Research Participant Panel
Build a standing research panel with industry, role, products they use, and how often they are willing to hear from you.
Beta Access Request
Qualify a beta seat with product area, current tool, and the job they would run so you invite people who will actually try it.
Feature Request
Collect product ideas with the job to be done, urgency, and who would use the feature.
Bug Bounty Intake
Intake a bounty report with asset, impact, and a defender-facing confirmation note — a mailbox, not a payout engine.