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.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership聽of your docs
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
Find the exact document you need
Sub Advisory Agreement Template
A U.S.-governed agreement between investment advisers delegating investment management responsibilities while maintaining SEC compliance.
Download
Startup Advisory Board Agreement Template
A U.S.-compliant legal agreement establishing terms between startups and their advisory board members.
Download
Startup Advisor Contract
A U.S.-governed legal agreement establishing the relationship between a startup and its advisor, including services, compensation, and obligations.
Download
Startup Advisor Agreement Template
A U.S.-compliant legal agreement defining the relationship between a startup and its advisor, including services, compensation, and obligations.
Download
Startup Advisor Agreement
A U.S.-governed legal agreement that establishes the terms and conditions between a startup and its advisor, including services, compensation, and confidentiality obligations.
Download
Simple Advisor Agreement Template
A U.S.-compliant legal agreement establishing the terms and conditions between an advisor and client for professional advisory services.
Download
Real Estate Advisory Services Agreement
A U.S.-governed agreement defining the terms and conditions for professional real estate advisory services between an advisor and client.
Download
Nonprofit Advisory Board Agreement Template
A U.S.-compliant legal agreement establishing the relationship between a nonprofit organization and its advisory board members.
Download
Investment Advisory Agreement Template
A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, compliant with federal and state securities laws.
Download
Customer Advisory Board Agreement
A U.S.-governed agreement establishing terms for customer participation in a company's advisory board, including confidentiality and IP provisions.
Download
Consulting Firm Contract Template
A U.S.-compliant contract template governing the relationship between consulting firms and their clients, outlining services, terms, and mutual obligations.
Download
Business Advisor Agreement
A U.S.-governed contract establishing terms for professional business advisory services between an advisor and client company.
Download
Advisory Shares Agreement
A U.S. legal agreement governing the issuance of company shares to an advisor in exchange for their advisory services.
Download
Advisory Services Agreement Template
A U.S.-compliant legal agreement establishing the terms and conditions for professional advisory services between an advisor and client.
Download
Advisory Engagement Letter
A U.S.-compliant formal document establishing the terms and conditions of an advisory relationship between a professional advisor and their client.
Download
Advisory Contract Template
U.S.-compliant template for establishing professional advisory relationships and services.
Download
Advisory Board Member Agreement Template
A U.S.-governed agreement establishing terms and conditions for advisory board members' service, including duties, compensation, and confidentiality obligations.
Download
Advisory Board Member Agreement
A U.S. legal agreement establishing terms and conditions for advisory board membership, including duties, compensation, and confidentiality obligations.
Download
Advisory Board Indemnification Agreement
A U.S. legal agreement protecting advisory board members from personal liability by providing indemnification for actions taken in their advisory capacity.
Download
Advisory Board Engagement Letter
A U.S. legal document establishing the terms and conditions of an individual's appointment to a company's advisory board, including roles, compensation, and obligations.
Download
Advisory Board Contract Template
A U.S.-compliant legal agreement establishing the terms and conditions between a company and its advisory board members.
Download
Advisory Board Consulting Agreement
A U.S.-governed agreement establishing terms for advisory board services, including scope, compensation, and confidentiality obligations.
Download
Advisory Board Confidentiality Agreement
A U.S.-governed agreement protecting confidential information shared with advisory board members during their engagement with an organization.
Download
Advisory Board Agreement Template
A U.S.-governed legal agreement establishing the terms and conditions for an individual's service on a company's advisory board.
Download
Advisory Board Agreement
A U.S.-governed agreement establishing the terms and conditions for an individual's service on a company's advisory board, including duties, compensation, and confidentiality obligations.
Download
Advisor Contract Template
A U.S.-governed contract template establishing terms for professional advisory services, including scope, compensation, and obligations.
Download
Advisor Contract Agreement
A U.S.-governed agreement establishing the terms and conditions between a client and an advisor, including service scope, compensation, and obligations.
Download
Advisor Agreement Template
A U.S.-compliant legal agreement defining the relationship between a company and its advisor, including services, compensation, and obligations.
Download
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)