Can applicants share how they use the product?

Yes. You can ask about use cases, teams involved, and workflows so you see how embedded your product is.

Does this replace personal outreach?

No. It gives you context before you invite customers, so conversations start from a deeper understanding of their profile.

Can AI help balance the board?

AI can group applicants by segment, company size, or role so you design a board with complementary perspectives.

Run a structured Customer Advisory Board application process

Customer advisory boards work when the right people join. This intake form helps you understand who is applying and why they care about your product.

What is a Customer Advisory Board application form?

A Customer Advisory Board (CAB) application form collects background, product usage, and contribution interests from customers who want to help shape your roadmap.

Pain points

Invites sent without understanding how engaged each customer really is
Unclear expectations about what participation actually involves
No single record of who applied and why they were selected

How Intakly helps

Standardize how customers express interest in joining the CAB
Use AI to highlight high-engagement advocates and power users
Keep a history of applications and decisions over time

Who this is for

Customer Marketing Teams
Product Leaders
Founders

FAQ

Can applicants share how they use the product? Yes. You can ask about use cases, teams involved, and workflows so you see how embedded your product is.
Does this replace personal outreach? No. It gives you context before you invite customers, so conversations start from a deeper understanding of their profile.
Can AI help balance the board? AI can group applicants by segment, company size, or role so you design a board with complementary perspectives.

Details

What this use case is

This use case is for SaaS and B2B teams that want to run a Customer Advisory Board with intention. Instead of inviting people ad hoc, you ask interested customers to apply through a structured intake form.

How AI Intake Forms helps

AI analyzes applications and surfaces details like product usage depth, role, and themes they care about. It also helps you see gaps—segments or personas that are underrepresented in your current board.

Key benefits

A clearer view of which customers are best suited for advisory work
Better balance of company sizes, roles, and perspectives in the CAB
A documented record of why each member was invited

Example workflow

Announce your Customer Advisory Board and share the application link.
Customers explain how they use your product and why they want to join.
AI summarizes each profile and groups applicants by relevant traits.
Your team selects a mix of members and records decisions for context.
Future cohorts build on this history instead of starting from scratch.

Call to action

Treat your Customer Advisory Board like a strategic asset. Use AI-powered applications to build a group of customers who can genuinely influence your roadmap.