Case Studies

Progress Software – Executive Advisory Board Refresh

Re-energized a legacy program by clarifying purpose, redefining membership, and tightening governance. The model is now being replicated across other divisions.

CyberArk/Palo Alto Networks – Cyber Security Advisory Board

Shifted discussions from tactical roadmap feedback to strategic dialogue. Member insight now shapes product investment priorities.

Holman Automotive – Fleet Management CAB

Designed interactive, insight-rich sessions that surfaced new service opportunities and deepened relationships with large fleet customers.

Swiss Re Life & Health – Customer Advisory Board

Guided members to help prioritize where to invest in new strategic services. Those inputs led directly to pilots, launches, and the ongoing refinement of several core offerings.

Driving Strategic Insights Through a Customer Advisory Board

Challenge: "We wanted to launch an advisory board but didn’t know where to start."

Solution: Bonnie's CAB 360 service guided us through every step — from structuring the program to planning and executing our first in-person meeting.

Result: "We launched a strong advisory board with engaged members and actionable insights that are already shaping our strategy."

Building Stronger Executive Relationships Through an Executive Sponsor Program 

Challenge: "Our executive sponsors didn’t know how to engage strategically with key accounts."

Solution: Bonnie’s structured approach provided clear frameworks and playbooks that simplified sponsor engagement.Result: "Our largest customer expanded their contract after several valuable sponsor conversations."

Contact Information

Email: bonnie@peakengagement.net

LinkedIn: Connect with Bonnie

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