Skip to main content
Customer Experience

Customer Advisory Board Application

Recruit the customers who should shape your roadmap – with expectations set.

5 questions · 1 page · about 3 minutes to answer · fully editable after you start

An advisory board works when it mixes perspectives deliberately rather than collecting the loudest fans. This application captures what balanced selection needs: the applicant's context and usage depth, the perspective they would bring, honest time commitment, and what they want from the seat – influence, access, or community, each shaping a different board.

The give-and-get clarity up front prevents the board's slow death by no-shows: members who stated their commitment attend the sessions they promised.

Template preview

This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.

Opens in the Light theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.

Page 1

Join our advisory board

We are forming a customer advisory board and would like you to consider joining. This form asks about you and how you use our product. It takes about 3 minutes.

Q1.Name, role, and company*

Respondent types their answer here…

Q2.How long and how deeply have you used the product?*

  • Power user, 1+ years
  • Regular user, 1+ years
  • Newer but intensive
  • Occasional user

Q3.What perspective would you bring that we might be missing?*

Respondent types their answer here…

Q4.Realistic time commitment?*

  • Quarterly session only
  • Quarterly + occasional async input
  • Monthly involvement

Q5.What do you most want from the seat?

  • Influence on the roadmap
  • Early access
  • Peer community
  • Recognition

More Customer Experience templates

Browse all Customer Experience templates