HireExecutiveTeam logoHireExecutiveTeamExecutive support, thoughtfully placed
StealthAgentsPowered by StealthAgents
Powered by StealthAgents

Customer leadership

Executive support for customer advisory boards research

A research backed article on support for customer advisory board calendars, agendas, member communication, prep materials, and follow up.

4 min readHireExecutiveTeam research

Key takeaway Customer advisory board support should make executive customer engagement more prepared, consistent, and accountable.

Executive support for customer advisory boards research research illustration

Advisory boards need structured support

Customer advisory boards combine executive calendars, stakeholder correspondence, agendas, document preparation, travel or virtual logistics, and post meeting records. [1][2]

Without a support owner, feedback can become scattered notes rather than an input into decisions, product planning, and customer leadership follow up. [3]

Support responsibilities

Support can coordinate member communication, maintain the meeting calendar, collect pre reads, prepare agenda packets, route follow ups, and track commitments to customers. [2]

Sales and product leaders may both use advisory board outputs, so the support role should keep decisions and owners visible across functions. [4]

Boundaries

Support should not promise roadmap changes, negotiate commercial terms, or interpret customer strategy without accountable leaders. [5]

A useful article should connect the workflow to customer leadership support while showing practical operating discipline. [6]

Sources

  1. Secretaries and Administrative Assistants, U.S. Bureau of Labor Statistics, Occupational Outlook Handbook.
  2. Executive Secretaries and Executive Administrative Assistants, O*NET OnLine.
  3. Dear Manager, You Are Holding Too Many Meetings, Harvard Business Review.
  4. 2024 Work Trend Index Annual Report, Microsoft and LinkedIn.
  5. Creating helpful, reliable, people first content, Google Search Central.
  6. Search Engine Optimization Starter Guide, Google Search Central.
  7. Executive Secretaries and Executive Administrative Assistants, U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics.
  8. Business Formation Statistics, U.S. Census Bureau.
  9. Nonfarm Business Sector: Labor Productivity, Federal Reserve Economic Data.
  10. Productivity Statistics, OECD Data Explorer.
  11. World Development Indicators, World Bank DataBank.
  12. ILOSTAT Labour Statistics, International Labour Organization.
  13. The economic potential of generative AI, McKinsey Global Institute.

Apply the research

Use the finding to frame one question for your own team: which support work is currently invisible, and who should own the next step? A scoped consultation can turn that question into a practical role.

Turn the finding into a support scope.

Bring the workflow that feels hardest to see. We will help define the role, the evidence it should maintain, and the decisions that stay with leadership.

Talk through the role
On this page
  1. Advisory boards need structured support
  2. Support responsibilities
  3. Boundaries
  4. Sources
  5. Apply the research