Free Customer Advisory Board Application template
Recruit the customers who should shape your roadmap – with expectations set.
6 questions · 1 page · about 2 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 2 minutes.
Q1.Name, role, and company*
Q2.How long have you used the product?*
- Less than 6 months
- 6 months to under 1 year
- 1 to 2 years
- More than 2 years
Q3.How much of the product do you use?*
- Most of it, every day
- The core features, regularly
- A few features, now and then
Q4.What perspective would you bring that we might be missing?*
Q5.Realistic time commitment?*
- Quarterly session only
- Quarterly + occasional async input
- Monthly involvement
Q6.What do you most want from the seat?
- Influence on the roadmap
- Early access
- Peer community
- Recognition
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