Agent skill

Customer Advisory Board

by mohitagw15856 in mohitagw15856/pm-claude-skills

Plan and run a customer advisory board (CAB). An agent skill from mohitagw15856/pm-claude-skills.

MITAuto-check passedProductivity & Automation

Install Customer Advisory Board

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill customer-advisory-board -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills customer-advisory-board --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/customer-advisory-board .claude/skills/customer-advisory-board && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
customer-advisory-board
GitHub stars
1.4k
Token cost
~1.2k tokens
SKILL.md length
586 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Plan and run a customer advisory board (CAB). An agent skill from mohitagw15856/pm-claude-skills.

  • Works in 7 steps: Define success — the decisions this CAB… → Design membership — 8–15 members… → Craft the value exchange — what members… → …
  • Asked to design a customer advisory board
  • SKILL.md covers What This Skill Produces, Required Inputs, Process and Output Format, plus 10 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Customer Advisory Board is an agent skill from mohitagw15856/pm-claude-skills. Plan and run a customer advisory board (CAB). Use when asked to design a customer advisory board, plan a CAB meeting agenda, choose CAB members, or write CAB invitations and follow-ups. Produces a CAB program plan — objectives, member selection criteria, a meeting agenda, discussion guides, roles, logistics, and a follow-up and value-capture plan.

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Productivity & Automation, covering Meeting notes and agendas. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to design a customer advisory board
  • Plan a CAB meeting agenda
  • Choose CAB members
  • Write CAB invitations and follow-ups

Example prompts

  • “/customer-advisory-board”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Define success — the decisions this CAB should inform and how you'll know it worked.
  2. Design membership — 8–15 members balanced by segment, maturity, and voice; avoid direct competitors in the room.
  3. Craft the value exchange — what members give (candid input) and get (influence, peers, early access).
  4. Build the agenda — majority discussion; open with member context, not a company update.
  5. Write discussion guides — a few sharp questions per topic with facilitation prompts and time boxes.
  6. Assign roles — facilitator, note-taker, exec sponsor, product listeners (who observe, not defend).
  7. Plan follow-up — synthesize themes, close the loop on what you'll act on, and sustain the relationship between meetings.

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Customer Advisory Board loads about 1.2k tokens when it runs. Until then it costs about 93 tokens; SKILL.md has 586 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~93
When it runs · the whole SKILL.md, loaded when a task matches
~1.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 586 words, ~1,238 tokens.

Download SKILL.mdSave it as .claude/skills/customer-advisory-board/SKILL.md (or your agent's skills folder).
name
customer-advisory-board
description
Plan and run a customer advisory board (CAB). Use when asked to design a customer advisory board, plan a CAB meeting agenda, choose CAB members, or write CAB invitations and follow-ups. Produces a CAB program plan — objectives, member selection criteria, a meeting agenda, discussion guides, roles, logistics, and a follow-up and value-capture plan.

Customer Advisory Board Skill

Design a customer advisory board that gives you honest strategic input and deepens relationships with your most important customers — not a thinly disguised sales pitch. A good CAB is member-first: they come for peer exchange and influence, not a roadmap presentation.

What This Skill Produces

  • A CAB charter: purpose, cadence, and what members get
  • Member selection criteria and a balanced roster plan
  • A meeting agenda built around discussion, not presentation
  • Discussion guides and facilitation prompts
  • Logistics, roles, and a follow-up plan that captures and returns value

Required Inputs

Ask for these if not provided:

  • Objective — strategic input, roadmap validation, relationship deepening, advocacy
  • Format & cadence — in-person / virtual, how often, meeting length
  • Candidate members or the segments/personas you want represented
  • Topics you want input on (and any you must avoid)
  • Constraints — confidentiality, competitor overlap, budget, exec sponsors
  • What members get — early access, peer network, influence, recognition

Keep it member-value-led; flag anything that risks feeling like a sales meeting.

Process

  1. Define success — the decisions this CAB should inform and how you'll know it worked.
  2. Design membership — 8–15 members balanced by segment, maturity, and voice; avoid direct competitors in the room.
  3. Craft the value exchange — what members give (candid input) and get (influence, peers, early access).
  4. Build the agenda — majority discussion; open with member context, not a company update.
  5. Write discussion guides — a few sharp questions per topic with facilitation prompts and time boxes.
  6. Assign roles — facilitator, note-taker, exec sponsor, product listeners (who observe, not defend).
  7. Plan follow-up — synthesize themes, close the loop on what you'll act on, and sustain the relationship between meetings.

Output Format


Customer Advisory Board — Program Plan

Objective: [strategic input / validation / advocacy] · Cadence: [frequency · format] · Sponsor: [exec]

Charter

  • Purpose: [why this CAB exists]
  • What members get: [influence · early access · peer network · recognition]
  • What we ask of members: [candor · attendance · confidentiality]

Membership

CriterionTarget
Size[8–15]
Segment mix[enterprise / mid-market / …]
Persona mix[economic buyer / practitioner / …]
Guardrails[no direct competitors together · NDA]

Candidate roster: [names/segments or [to confirm]]

Show full SKILL.md (249 more words)Show less

Meeting Agenda ([duration])

TimeSegmentFormatOwner
[00:00]Welcome & member intros / contextRound-robinFacilitator
[00:xx][Topic 1]Facilitated discussionFacilitator
[00:xx][Topic 2 / roadmap input]Discussion (listen mode)Product
[00:xx]Synthesis & next stepsGroupFacilitator

Discussion Guides

[Topic]:

  • [Sharp open question]
  • [Probe]
  • Facilitation note: [how to keep it member-led]

Roles

  • Facilitator: [name] · Note-taker: [name] · Exec sponsor: [name] · Product listeners: [names — observe, don't defend]

Logistics

[Location/platform · date · pre-reads · confidentiality · travel/hospitality — or [to confirm]]

Follow-Up & Value Capture

  • Synthesize themes within [X days]
  • Close the loop: what we heard, what we'll act on, what we won't (and why)
  • Between meetings: [cadence of touchpoints]

Quality Checks

  • The agenda is majority discussion, not presentation
  • Membership is balanced and avoids competitors in the same room
  • Each topic has a discussion guide with real questions
  • Product is in "listen mode," not defending the roadmap
  • Follow-up closes the loop on what will and won't be acted on
  • Members clearly get value, not just give it

Anti-Patterns

  • Do not turn the CAB into a product pitch or QBR
  • Do not stack the room with only your happiest customers
  • Do not let the team defend decisions instead of listening
  • Do not collect input and go silent — always close the loop
  • Do not seat direct competitors together or ignore confidentiality

Example Trigger Phrases

  • "Plan a customer advisory board for our enterprise accounts"
  • "Design a CAB meeting agenda focused on roadmap input"
  • "Who should we invite to our first advisory board, and why?"
  • "Write the CAB charter and member value proposition"

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/customer-advisory-board of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Customer Advisory Board next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Customer Advisory Board compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Customer Advisory Board this skillmohitagw15856/pm-claude-skills1.4k—~1.2kAutomated safety check: PassMIT
Meeting Notesoutline/outline41k—~551Automated safety check: PassCustom licence
Management Talkthananon/9arm-skills3.2k—~3.2kAutomated safety check: PassNone
Challenge Baseline ModelAgibotTech/genie_sim1.4k—~2.4kAutomated safety check: PassCustom licence
Handwriting Stand Uplimin112/min-skill454—~2.5kAutomated safety check: PassNone
Daily Journalravila4/claude-adhd-skills158—~2.5kAutomated safety check: PassMIT

Similar skills

  • Meeting Notes

    outline/outline

    Create meeting notes in Outline from a template; use when the user wants an agenda, notes, or a follow-up document for a meeting.

    41k GitHub stars~551 tokensUpdated today
    Productivity & AutomationAuto-check passed
  • Management Talk

    thananon/9arm-skills

    Rewrite engineer-to-engineer content for engineering-org leadership (VPs, directors, PMs, release managers, execs in an engineering-savvy company) and shape it for the channel it is going to — JIRA…

    3.2k GitHub stars~3.2k tokensUpdated 3 mo ago
    Productivity & AutomationAuto-check passed
  • Challenge Baseline Model

    AgibotTech/genie_sim

    Provision and launch the Simulation Challenge baseline inference model end to end: clone the inference code from a given git repo/branch, download the checkpoints from ModelScope into the repo's…

    1.4k GitHub stars~2.4k tokensUpdated 1 mo ago
    Productivity & AutomationAuto-check passed
  • Handwriting Stand Up

    limin112/min-skill

    Turn a screen recording of handwriting (or a photo of handwritten text) into a single-file HTML "continuation" — the recording plays, the ink lifts off the page as solid 3D letters, a short animated…

    454 GitHub stars~2.5k tokensUpdated 2 days ago
    Productivity & AutomationAuto-check passed
  • Daily Journal

    ravila4/claude-adhd-skills

    Draft, organize, or update development journal entries. An agent skill from ravila4/claude-adhd-skills.

    158 GitHub stars~2.5k tokensUpdated 7 mo ago
    Productivity & AutomationAuto-check passed
  • Granola

    ArtemXTech/claude-code-obsidian-starter

    Query and sync Granola meetings to Obsidian vault. An agent skill from ArtemXTech/claude-code-obsidian-starter.

    225 GitHub stars~905 tokensUpdated 6 days ago
    Productivity & AutomationAuto-check passed

More from mohitagw15856/pm-claude-skills

All 1,348 skills in this repo
  • Car Tco

    mohitagw15856/pm-claude-skills

    Compare the total cost of car ownership across buy-new, buy-used, lease, and keep-your-current-car — depreciation, insurance, maintenance ramp, and fuel over a real horizon, not just the monthly…

    1.4k GitHub stars~1.1k tokensUpdated 2 days ago
    Auto-check passed
  • Cs Health Scorecard

    mohitagw15856/pm-claude-skills

    Build a customer health scorecard for a specific account. An agent skill from mohitagw15856/pm-claude-skills.

    1.4k GitHub stars~2.4k tokensUpdated 2 days ago
    Auto-check passed
  • Exit Waterfall

    mohitagw15856/pm-claude-skills

    Compute who gets what at each exit price from a cap table — liquidation preferences, conversion points, and where the founders' share collapses.

    1.4k GitHub stars~1.1k tokensUpdated 2 days ago
    Auto-check passed
  • Feature Prioritisation

    mohitagw15856/pm-claude-skills

    Apply prioritisation frameworks (RICE, MoSCoW, Kano, ICE, Opportunity Scoring) to rank features and backlog items.

    1.4k GitHub stars~2k tokensUpdated 2 days ago
    Auto-check passed
  • Fire Number

    mohitagw15856/pm-claude-skills

    Compute a financial-independence (FIRE) target and years-to-reach with every assumption labeled as an assumption — plus a sensitivity table instead of a single false-precision answer.

    1.4k GitHub stars~1.1k tokensUpdated 2 days ago
    Auto-check passed
  • Freelance Rate

    mohitagw15856/pm-claude-skills

    Derive a freelance day/hourly rate backwards from target income, honest billable utilization, overhead, and the self-employment tax premium — the arithmetic that proves a rate is not salary÷2000.

    1.4k GitHub stars~1.2k tokensUpdated 2 days ago
    Auto-check passed

Questions about Customer Advisory Board

What does Customer Advisory Board do?

Plan and run a customer advisory board (CAB). An agent skill from mohitagw15856/pm-claude-skills. Customer Advisory Board is an agent skill from mohitagw15856/pm-claude-skills. Plan and run a customer advisory board (CAB).

When should I use Customer Advisory Board?

Customer Advisory Board fits situations like: asked to design a customer advisory board; plan a CAB meeting agenda; choose CAB members; write CAB invitations and follow-ups.

How do I install Customer Advisory Board in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill customer-advisory-board -a claude-code`. Or copy the skill folder (skills/customer-advisory-board in mohitagw15856/pm-claude-skills) into .claude/skills/customer-advisory-board in your project. Claude Code loads it when a task matches its description.

How do I install Customer Advisory Board in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill customer-advisory-board -a codex`. Or copy the skill folder (skills/customer-advisory-board in mohitagw15856/pm-claude-skills) into .agents/skills/customer-advisory-board in your project. Codex loads it when a task matches its description.

Can I use Customer Advisory Board in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill customer-advisory-board -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/customer-advisory-board, .gemini/skills/customer-advisory-board, .github/skills/customer-advisory-board and .opencode/skills/customer-advisory-board in your project.

What does Customer Advisory Board need to run?

SKILL.md names no scripts, command-line tools or credentials: Customer Advisory Board is instructions for the agent only.

Does Customer Advisory Board access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Customer Advisory Board safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Customer Advisory Board use?

Customer Advisory Board is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Customer Advisory Board use?

About 1.2k tokens (SKILL.md is roughly 5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Customer Advisory Board?

Skills that share tags, products or a category with Customer Advisory Board: Meeting Notes (outline/outline, 41k stars), Management Talk (thananon/9arm-skills, 3.2k stars), Challenge Baseline Model (AgibotTech/genie_sim, 1.4k stars) and Handwriting Stand Up (limin112/min-skill, 454 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Customer Advisory Board?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.