Customer Advisory Board Agreement Template

What is a customer advisory board agreement?

A customer advisory board (CAB) brings a handful of customers together a few times a year to react to your roadmap, test early ideas and tell you what's not working. It works best when both sides know the ground rules: the company is sharing plans that aren't public yet, the member is giving ideas the company wants to use freely, and the member's employer may have rules on gifts and travel.

This template sets the board's name and focus, a term in months and a meeting schedule, plus optional activities between meetings such as surveys or beta access. It says that the board is advisory only, that taking part creates no obligation to buy or renew and doesn't affect the member's existing contract, and that roadmaps aren't promises. It covers confidentiality both ways with a period you choose, a broad licence for the company to use feedback without payment while each side keeps its own IP, travel expenses, optional perks, adjusted if the member's employer or the law limits the gifts or travel they may accept, and whether the company may name the member publicly.

When to use a customer advisory board agreement

• A SaaS company setting up its first customer advisory board of eight to twelve members
• A manufacturer inviting key distributors to review new product lines
• A fintech asking power users to give feedback on early designs under confidentiality
• A healthcare software vendor gathering clinicians to advise on its roadmap
• Renewing a member for a second year on the same terms

What you fill in

16 blanks, then the name and email of each person who signs: company, board member.

What the customer advisory board agreement covers

1. Purpose of the Board
2. Term and meetings
3. No obligation to buy
4. Confidentiality
5. Feedback and suggestions
6. Expenses and perks
7. Publicity
8. General

Using the customer advisory board agreement, step by step

1 Name the board and its focus

Give the board a name and describe what members advise on, such as the roadmap, pricing or the support experience. Add the member's organisation if they join as its representative.

2 Set the term and meetings

Enter the term in months and edit the default meeting schedule. Add any activities between meetings, like surveys, interviews or beta access.

3 Decide on expenses, perks and publicity

Choose how travel is handled, list any perks (or leave it blank for none), and choose whether you may name the member as a board member.

4 Pick confidentiality and send

Choose how long confidentiality lasts after the term, add the governing law, and send one agreement to each member.

Tips before you send it

• Keep perks modest. Many companies forbid employees from accepting gifts or travel from vendors, and a member's buyer role makes this sensitive.
• Send roadmap slides with a "Confidential — Customer Advisory Board" footer so members know what not to share.
• Tell members before recording a meeting. The agreement only allows recording when everyone has been told.
• If a member's employer has to approve, ask the member to check before signing rather than after the first meeting.

Customer advisory board agreement: frequently asked questions

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This template is a general starting point, not legal advice. Laws differ between countries and states — have a lawyer review the agreement for your situation before you rely on it. Page last reviewed 2026-10-25.