Virtual Client Advisory Boards

In light of Covid 19 most large group meetings are off-limits

You still need feedback more than ever!

During turbulent times clients needs and wants change. How can you stay in touch with them?

Conduct your client advisory board virtually

We have years of experience conducting in-person, virtual, and blended meetings.

Virtual meetings are different and take different skills.

Even with an experienced facilitator, a successful virtual advisory board meeting is more than simply inviting everyone to a video call.

We offer:

  • Trained staff to schedule and manage calls
  • Client training guides
  • Advisor coaching
  • Digital tools to boost engagement

Want to take your client advisory board virtual?

Schedule a 15 minute call today.

Download your free guide

“7 Ideas to Make a Virtual Client Advisory Board Work”