Pricing & Engagements
From a first read to a fully managed board.
For customer and strategic advisory boards. Start with an assessment, or have Boardstream run the program with you. CAB Strategic Assessment Lite has a fixed price; the Strategic Assessment and annual programs are scoped to your board.
Schedule a ConsultationAssess and plan
Two ways to get an outside read before you commit.
For CABs
CAB Strategic Assessment Lite
$1,995
1 to 2 weeks, depending on call scheduling
A focused outside read on a new or existing CAB.
- Two tracks: CAB Readiness Assessment (new CAB) or CAB Performance Diagnostic (existing CAB)
- 15-minute intake, one survey and a 60-minute readout with Q&A
- Written report with a score and prioritized next steps
- Fee credited toward an annual program
For CABs and SABs
Strategic Assessment
Scoped to your board
2 to 4 weeks, depending on interview scheduling
An in-depth assessment for teams ready to design or rebuild a customer or strategic advisory board.
- In-depth stakeholder interviews
- Deeper analysis of your program or plans
- An annual strategy recommendation
Run the program
Annual engagements for CABs and SABs, priced to your board.
DIY(Do It Yourself)
Expert guidance, your team executes.
Overview
Boardstream guides program owners on how to design, build, and manage boards in-house. Robust toolkits and best practices are provided as part of the package.
Ideal fit
Companies with established internal processes and dedicated resources, looking for expert guidance on strategy, structure, and proven best practices.
- Program design playbooks and templates
- Member persona and recruitment toolkits
- Meeting agendas and facilitation guides
- Quarterly office hours with Boardstream experts
Custom pricing
Schedule a ConsultationDWY(Done With You)
A true extension of your team.
Overview
Boardstream acts as an extension of the team throughout the engagement, setting up, co-managing, and supporting the board in close partnership with Company Sponsors to ensure long-term success.
Ideal fit
Companies wanting hands-on support to develop, launch, and maintain an impactful board with ongoing program optimization.
- Co-led strategy, charter, and success metrics
- Joint recruitment, vetting, and contracting
- Co-managed meeting prep and facilitation
- Synthesis, executive readouts, and action register
- Ongoing program optimization between meetings
Custom pricing
Schedule a ConsultationDFY(Done For You)
Fully managed, end to end.
Overview
Boardstream fully operates the program, from strategic assessment and recruitment to planning and facilitation of meetings.
Ideal fit
Companies with executive sponsorship but limited operating capacity, who want the board run end to end.
- End-to-end strategy, design, and governance
- Full recruitment, vetting, and contracting
- Boardstream-led facilitation and meeting ops
- Insights, executive readouts, and renewals
- Dedicated program lead and operations team
Custom pricing
Requires engaged executive sponsorship.
Schedule a ConsultationWhat's Included at Each Level
A side-by-side view of how ownership and support shift across DIY, DWY, and DFY engagements.
| Capability | DIYDo It Yourself | DWYDone With You | DFYDone For You |
|---|---|---|---|
| Strategy & Design | |||
| Program charter and objectives | Self-led, templates provided | Co-developed | Fully managed |
| Success metrics framework | Templates | Co-developed | Fully managed |
| Member persona definition | |||
| Governance and operating model | Templates | Co-developed | Fully managed |
| Member Recruitment | |||
| Target list build | Self-led | Co-managed | Fully managed |
| Outreach and nomination | Co-managed | Fully managed | |
| Vetting and screening calls | Co-led | Fully managed | |
| Member contracting and NDAs | Templates | ||
| Meeting Operations | |||
| Agendas and pre-reads | Templates | Co-developed | Fully managed |
| Logistics and scheduling | Self-led | Co-managed | Fully managed |
| On-site or virtual facilitation | Co-facilitated | Boardstream-led | |
| Recording and transcripts | |||
| Insights & Reporting | |||
| Synthesis and themes | Co-developed | Fully managed | |
| Executive readout | |||
| Action register and follow-ups | |||
| Board health scorecard | Templates | ||
| Member Experience | |||
| Member onboarding | Templates | Co-managed | Fully managed |
| Engagement between meetings | Co-managed | Fully managed | |
| Renewals and offboarding | |||
| Enablement | |||
| Toolkits, templates, playbooks | |||
| Sponsor and team training | Optional | ||
| Quarterly best-practice reviews | |||
| Program Optimization | Annual | Quarterly | Always-on |
Where to start
| If you... | Start with |
|---|---|
| Want an outside read on a new or existing CAB | CAB Strategic Assessment Lite |
| Need an in-depth strategy for a CAB or SAB, with stakeholder interviews, before a launch or redesign | Strategic Assessment |
| Have a program owner with time and want expert guardrails | DIY |
| Want a partner co-managing the board with you | DWY |
| Want the board run for you, end to end | DFY |
Questions
Annual programs depend on your board's size, how often it meets, and how much your team wants to own. We scope each one with you so you only pay for the support you need.
Yes. If you move to an annual program after CAB Strategic Assessment Lite, your $1,995 is credited toward it. We'll go over the details in your readout.
No. Some teams start with an assessment, others come to us ready to launch. We'll recommend the right starting point when we talk.
The Strategic Assessment and the annual programs (DIY, DWY and DFY) work for both customer and strategic advisory boards. CAB Strategic Assessment Lite is built for customer advisory boards only. If you're planning or running a SAB, start with the Strategic Assessment or a conversation with us.
Not sure where to start?
Tell us about your goals and we'll recommend the right starting point.