In response to numerous requests I get for “invitation templates” to recruit CAB members, I’m offering this – there is no template. Your presentation to prospective CAB members is selling at the highest level. It will reflect you, your values, and your personal style. (But there’s a tip and great offer at the end, so keep reading).

Think about it from a personal perspective. How would you want to be recruited for an opportunity like this?  Via letter or email?  Phone call? Or a personal introduction and invitation over breakfast or lunch? My preference is the personal, the one-to-one. But if that’s not possible, a personal phone call is OK, too. A beautifully crafted letter of invitation might be impressive, but I don’t consider email an appropriate invitation vehicle – too routine and impersonal.

Whatever the method, get your story right and the details straight. Your clients will listen to a clear and rational appeal, so make it quick and to the point:

Why you’re hosting a CAB:
• To connect leaders
• To learn more about needs and experiences
• To solve problems
• To gain insight

Why you want them:
• Your viewpoints are important to me
• You have a unique perspective that I value
• I appreciate your experience

What’s in it for them?
• New learning with other leaders
• Facilitated discussion of business issues and solutions
• Sharing ideas – serving as a sounding board
• They set the agenda

What it is:
• 3 professionally facilitated working dinner sessions (annually)

What’s Involved:
• Meeting attendance (some travel may be required)
• Online meetings and conference calls (optional participation)

Now here’s a tip. Make your initial invitation completely free of long-term commitment. Make it easy to say yes. Extend the invitation for only the first organizational session. There, they’ll have the opportunity to meet potential participants and get a sense of working with the group. This should not be a hard sell.

And now here’s the offer. Have questions about establishing a CAB? My company, CABHQ, offers a free 30-minute phone consultation with me. Call me at 585-264-2000 to discuss the best CAB invitation “template” for you and your clients.