Ways To Involve Customers In The Innovation Process

One of the best ways to create authentic relationships with your customers, get honest feedback on your product and surface game changing ideas is to create a Customer Advisory Board (CAB). Here are the lessons I’ve learned about how to create and run a successful CAB. Your personal involvement as CEO is critical. If you lead it yourself, customers will engage at a deeper level. They’ll be more honest, more vulnerable, and more likely to become evangelists for your company. No one else can unlock this dynamic the way a CEO can. Be clear on the persona. Is your CAB for buyers, users, or budget holders? At BetterCloud, our sweet spot was Directors of IT. Not the CIO, not the IT admin. Know exactly whose voice you want in the room and tailor everything to them. Skip the compensation, give them “status”. Don’t pay CAB members—it gets messy. Instead, make them feel like insiders. Give them a title, early access to roadmaps, VIP treatment at events, and public recognition. People want to feel valued and influential, not bought. Set a cadence you can maintain. I tried monthly meetings once. That was a mistake. Quarterly is the sweet spot. One in-person gathering per year—ideally tied to an industry event—goes a long way in deepening relationships. Structure matters. CABs aren’t just roundtables. They’re curated experiences. Keep meetings tight (90-120 minutes), show real products that are still in the development process (even rough wireframes or high level ideas), and create space for interaction. Done right, they become the ultimate feedback engine. Build real relationships. Your CAB shouldn’t just exist in meetings. Build one-on-one connections. Text, email, check in at events. Keep it small enough that people feel seen and valued. When they have a direct line to the CEO, they stay engaged—and they speak the truth. Done right, your CAB becomes more than just a feedback mechanism. It becomes a strategic asset. It can shape your roadmap, sharpen your positioning, and strengthen your customer relationships in ways no survey ever could. For a deeper dive and detailed tactics behind each of these, check out the full writeup on the Not Another CEO Substack.

Customer Success Leaders—If you're not actively shaping the Product Roadmap, you're missing a critical opportunity. The most effective organizations don’t treat CS as a participant—they rely on it as a strategic partner. Product teams should be co-designing the future with their customers. That means: ✅ Understanding emerging use cases and evolving needs ✅ Enhancing the product based on real customer insights ✅ Prioritizing with business impact and revenue in mind In today’s market—where consolidation, cost-cutting, and efficiency are top priorities—building a product that truly solves business challenges is the difference between success and irrelevance. So, how do you drive better alignment between CS and Product? Here’s what I've seen work: 1️⃣ Lead with Data & Insights -Identify the most adopted and least adopted product features -Pinpoint where customers are dropping off and why -Find personas and use cases that drive the most value -Look for patterns and trends across your customer base 2️⃣ Support Data with Customer Stories -Conduct interviews and surveys to capture direct feedback -Dive into workflows and edge cases to understand nuances -Align product evolution with customer goals and business objectives 3️⃣ Prioritize Product Feedback Strategically -Leverage customer data to rank impact and urgency -Tie feedback to revenue—renewals, expansions, and upsells -Ensure recommendations align with the broader product vision 4️⃣ Maintain an Open Dialogue -Establish a structured collaboration rhythm (bi-weekly syncs, Slack channels, shared roadmaps) -Keep all teams informed on designs, timelines, and priorities -Be clear, concise, and adaptable—Product is balancing competing priorities across the org 5️⃣ Close the Loop—Every Time -Set clear expectations with customers early and often -Enable Product teams to engage directly with customers for firsthand learning -Continue gathering feedback even after launch (beta programs, customer advisory boards) At the end of the day, great products are built by teams who stay close to the customer. CS should not be a passive observer in product development—it should be a driving force. When you get this right, you influence retention, expansion, and advocacy. And that’s a business win. __________________ 📣 If you liked my post, you’ll love my newsletter. Every week I share learnings, advice and strategies from my experience going from CSM to CCO. Join 12k+ subscribers of The Journey and turn insights into action. Sign up on my profile.

Transforming Global Capability Center into World-Class Product Development Center: The Power of Customer Empathy Building a high-performing Global Capability Center (GCC) isn’t just about hiring great talent—it’s about instilling a customer-first mindset and creating a culture of ownership, innovation, and purpose. At Intuit, we turned our GCC into a product innovation powerhouse by embedding customer awareness and empathy into everything we did. Here’s how we bridged the gap between remote teams and real users: 1. Customer Connections Every U.S. visit wasn’t just about meetings. Team members were tasked with meeting real customers, learning their challenges, and sharing their insights with the team back home. These stories ignited empathy and shaped the way we built solutions. 2. Customer Booths in the Office We brought the customer voice directly into the GCC. A customer listening booth allowed employees to hear real call center conversations, making customer challenges tangible and actionable. 3. Purpose-Driven Innovation Our hackathons focused on real customer pain points. Teams picked specific problems and designed impactful solutions, driving a culture of customer-focused creativity. These kinds of initiatives complemented with a clear OKR framework that keeps the focus on outcomes can help you transform a GCC: Objective: Build a GCC that deeply understands customers and solves real-world problems. • Key Result 1: Facilitate N+ direct customer interactions annually for GCC team members. • Key Result 2: Identify and solve 10 top customer pain points through innovation initiatives with delightful solutions. • Key Result 3: Increase customer satisfaction (CSAT) for GCC-developed solutions by 25%. The result? A GCC that doesn’t just support product development—it leads the way, creating impactful, customer-centered solutions that matter. Takeaway: A truly customer-centric GCC doesn’t just deliver—it empathizes, innovates, and takes ownership. When you empower, educate and energize remote teams with customer insights and purpose, you transform outcomes and create products that delight. How are you driving customer awareness and innovation in your GCC? Zinnov Amita Goyal Karthik Padmanabhan Mohammed Faraz Khan ieswariya k Komal Shah Hani Mukhey Sagar Kulkarni Veerendra Baligeri Namita Adavi Dipanwita Ghosh Rohit Nair Amaresh N.

I recently had a chance to clock in for a 5-hour shift making coffee at one of Deputy's customers. Those hours provided a treasure trove of valuable information: which part of our product is most beloved by workers and why, what we could do better to enable worker productivity, and a wish list for new features that will help workers and managers be more connected and in sync. I also learned about how the baristas foster teamwork, what body movements and order of operations they do to maximize the amount of customers they can serve, and how they build real connection and loyalty with their buyers. It was one of the most memorable days of last year! When it comes to developing game changing innovation, "listening" to customers is no longer enough - leaders must go deeper! They actually have to step into their customers' shoes. I shared my thoughts with Forbes on the topic of human-centered design. My take? It’s about deep market research that comes with spending time with your users and building empathy through true understanding of their pain points. Translating data is something I’m passionate about, but understanding the HUMAN challenges behind the numbers is where the magic happens. Check out the 20 strategies shared by inspiring leaders, and tell me, what would you add to the list? Link here: https://lnkd.in/gH73y-nR #ForbesExpertPanel #TechnologyForGood #EmpathyInDesign #CustomerFeedback

Your Product Managers are talking to customers. So why isn’t your product getting better? A few years ago, I was on a team where our boss had a rule: 🗣️ “Everyone must talk to at least one customer each week.” So we did. Calls were scheduled. Conversations happened. Boxes were checked. But nothing changed. No real insights. No real impact. Because talking to customers isn’t the goal. Learning the right things is. When discovery lacks purpose, it leads to wasted effort, misaligned strategy, and poor business decisions: ❌ Features get built that no one actually needs. ❌ Roadmaps get shaped by the loudest voices, not the right customers. ❌ Teams collect insights… but fail to act on them. How Do You Fix It? ✅ Talk to the Right People Not every customer insight is useful. Prioritize: -> Decision-makers AND end-users – You need both perspectives. -> Customers who represent your core market – Not just the loudest complainers. -> Direct conversations – Avoid proxy insights that create blind spots. 👉 Actionable Step: Before each interview, ask: “Is this customer representative of the next 100 we want to win?” If not, rethink who you’re talking to. ✅ Ask the Right Questions A great question challenges assumptions. A bad one reinforces them. -> Stop asking: “Would you use this?” -> Start asking: “How do you solve this today?” -> Show AI prototypes and iterate in real-time – Faster than long discovery cycles. -> If shipping something is faster than researching it—just build it. 👉 Actionable Step: Replace one of your upcoming interview questions with: “What workarounds have you created to solve this problem?” This reveals real pain points. ✅ Don’t Let Insights Die in a Doc Discovery isn’t about collecting insights. It’s about acting on them. -> Validate across multiple customers before making decisions. -> Share findings with your team—don’t keep them locked in Notion. -> Close the loop—show customers how their feedback shaped the product. 👉 Actionable Step: Every two weeks, review customer insights with your team to decipher key patterns and identify what changes should be applied. If there’s no clear action, you’re just collecting data—not driving change. Final Thought Great discovery doesn’t just inform product decisions—it shapes business strategy. Done right, it helps teams build what matters, align with real customer needs, and drive meaningful outcomes. 👉 Be honest—are your customer conversations actually making a difference? If not, what’s missing? -- 👋 I'm Ron Yang, a product leader and advisor. Follow me for insights on product leadership + strategy.

🔶 Today’s Thought: Invite Your Customer In—Then Listen Up How often do you make space for your customers to speak with you instead of just about you? At Stripe, CEO Patrick Collison invites a customer into the company’s leadership meetings every two weeks. No slides. No filters. Just unfiltered feedback, face-to-face, with 40 senior leaders. Why does it matter? Because real innovation starts where dashboards end. You don’t build empathy from metrics alone—you build it from connection. Even with a $91.5B valuation, Stripe knows staying grounded in customer truth is the only way to grow without losing your soul. Keep the door open. Let your customers in. And when they speak—really listen.