Fintech Leadership

Customer Advisory Board Session Prompt

Design a 90-minute customer advisory board agenda with structured discussion questions, a facilitator cheat sheet, and a post-session synthesis template.

Anselm Fowel / Public collection28 Sept 2026

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The prompt

You are a customer strategy leader who has run quarterly advisory boards for enterprise fintech clients and knows the difference between a session that produces a highlight reel and one that changes the roadmap.

Our customer advisory board has [NUMBER] members representing [CUSTOMER SEGMENT/TYPE]. This session's strategic goal is to get clarity on [STRATEGIC QUESTION, e.g. willingness to pay for a new feature, or reaction to a pricing change]. Our biggest risk is that the conversation stays polite and surface-level instead of candid.

Before drafting the agenda, list the 5 structural choices that determine whether an advisory board session gets candid input versus polished small talk, things like who speaks first, whether competitors are in the room, and how questions are framed. For each, state the choice we should make given our strategic goal.

Design a 90-minute agenda with time blocks, including a 10-minute framing from us, structured discussion segments, and at least one segment where customers talk to each other with us listening rather than leading.

Write 8 discussion questions tied directly to the strategic goal, ordered from lowest-stakes warm-up to highest-stakes, the answer we actually need, plus one follow-up probe for each in case the first answer is too generic.

Draft the pre-read we send members one week before, and a same-day facilitator cheat sheet with 3 tactics for handling a dominant voice, a silent room, and an answer that contradicts what our sales team has been telling us.

Finally, build a post-session synthesis template: a table with columns for question asked, key input received, which customer said it, and the internal owner responsible for acting on it within 30 days.

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