PEAK ENGAGEMENT STRATEGIES

Our Services

CAB 360: From No CAB to First In-Person Meeting

End-to-end guidance for launching your first advisory board, from recruiting members to delivering a successful first in-person meeting.

Success Story: "Bonnie guided us through recruiting members, designing the structure, and ensuring our first in-person meeting was a huge success."

CAB Design or Revamp (No Meeting Support)

Clear frameworks for CAB structure, charter, and membership criteria.

Focused on engaging executive-level members and ensuring strategic value.

Success Story: "Our CAB now has a clear purpose, and members are re-engaged with meaningful contributions."

Virtual & In-Person Advisory Board Meeting Design, Facilitation & Management

Expertly designed agendas and seamless facilitation to foster engagement and ensure actionable insights.

Designed specifically to foster conversation among C-suite leaders and key decision-makers.

Success Story: "Our members said it was the most valuable advisory board meeting they’ve attended."

Virtual & In-Person Advisory Board Agenda & Session Design (No Day-of Support)

Detailed session designs and facilitation notes to empower your team to confidently lead conversations with executive stakeholders.

Success Story: "The pre-meeting training and facilitation notes were so clear that even our first-time presenters felt prepared and comfortable."

Executive Sponsor Program Design

Custom playbooks, templates, and frameworks that enable your sponsors to build strategic relationships with executive customers.

Designed to help executive sponsors engage confidently and consistently with strategic accounts.

Success Story: "Our executive sponsors are now driving deeper strategic conversations with key customers, thanks to the structure Bonnie provided."

6-Month Check-In Service

Post-engagement follow-up to ensure your advisory board or executive sponsor program is delivering sustained value.

Success Story: "Six months in, our CAB is thriving — and members consistently share valuable insights."

Contact Information