SaaS Customer Advisory Board Application

A SaaS customer advisory board is one of the most valuable assets for product-led companies. By bringing together your most engaged users, you gain direct insight into real-world use cases, strategic priorities, and feature opportunities that internal teams might miss.

This Customer Advisory Board Application Form helps you identify and recruit the right members—customers who understand your product deeply, have strategic perspective on your market, and can commit meaningful time to shaping your roadmap.

The form captures essential information about each candidate's product expertise level, current usage patterns, and areas where they can provide the most valuable input. You'll learn about their role, company context, and motivation for joining, making it easy to assemble a diverse board that represents your customer base.

Built for SaaS companies, product teams, and customer success leaders, this template is perfect for B2B platforms, enterprise software providers, and startups looking to formalize their customer feedback loop. Whether you're launching your first advisory board or refreshing an existing council, this form gives you a professional, streamlined application process.

Once submissions come in, you can use Stepper to automate your selection workflow—route applications to stakeholders for review, score candidates based on criteria, send acceptance emails, and add approved members to your CRM or Slack channel. With Paperform and Stepper working together, you can turn advisory board management into a repeatable, scalable process that strengthens customer relationships and improves your product.