The Customer Advisory Board Agreement is essential for companies seeking structured input from their key customers or industry experts. This U.S.-based document formalizes the relationship between the company and advisory board members, protecting both parties' interests through clear guidelines on confidentiality, intellectual property, and member responsibilities. It's particularly crucial for companies looking to gather strategic feedback on products, services, and market direction while maintaining legal compliance and protecting sensitive information.
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Key Requirements PROMPT example:
Customer Advisory Board Agreement
"I need a Customer Advisory Board Agreement for our SaaS company that includes quarterly meetings and stock-based compensation for board members, with strong confidentiality provisions as we'll be discussing our upcoming product roadmap for 2025."
1. Parties: Identification of the company and CAB member, including full legal names and addresses
2. Background: Purpose of the CAB and context of the agreement
3. Definitions: Key terms used throughout the agreement
4. Term and Termination: Duration of CAB membership and termination conditions
5. Responsibilities: Duties and obligations of CAB members
6. Confidentiality: Protection of confidential information and trade secrets
7. Intellectual Property: Ownership of ideas and innovations discussed during CAB meetings
1. Compensation: Terms of payment or benefits provided to CAB members - include when members receive compensation or benefits
2. Travel and Expenses: Reimbursement policies for CAB-related activities - include when travel or expenses are reimbursed
3. Insurance: Insurance requirements and coverage - include when liability coverage is needed
4. Non-Competition: Restrictions on competitive activities - include when protecting against competitive conflicts
1. Schedule A - Meeting Schedule: Anticipated dates and frequency of CAB meetings
2. Schedule B - Compensation Details: Detailed breakdown of any compensation or benefits
3. Schedule C - Confidentiality Agreement: Detailed NDA terms and conditions
4. Schedule D - Code of Conduct: Expected behavior and ethics guidelines
5. Schedule E - Expense Policy: Detailed expense reimbursement procedures and limits
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