AdvisoryBoardPilot · HR-APP-0004

Run a peer advisory board your members actually prepare for.

AdvisoryBoardPilot is the operating system for independent business coaches, fractional executives, and mastermind facilitators who run peer advisory boards. Design the board once, vet non-competing members with explainable fit scoring, build each meeting agenda from real member issues, capture decisions and actions, and track follow-through — and nothing invites or publishes without your explicit human approval. Full audit trail per board.

$750 fixed AdvisoryBoardPilot Pilot — one board set up for you: member criteria, vetting pipeline, first-meeting agenda, and action tracking, live in about 10 business days. We configure your board on your criteria, tune the non-competing-industry rules with you, and you approve every member from your phone.
Then $149/mo per active board. Cancel anytime.
Try the live demo below →
Billing is not connected on this page yet — the next step after the demo is a pilot request, and we confirm scope and price before any charge. Price above is an untested hypothesis, not proven demand. Billing not connected.
1. Board designDefine the board: revenue band, stage, geography, and the non-competing-industry rule that keeps the room safe.
2. Member sourcingApplications arrive (mock intake in this demo; your real form at pilot). Poor fits drop before they cost you a call.
3. Vetting & approvalExplainable fit scoring — Priority A, B, C, or Reject, with reasons. You approve before any invite exists.
4. Meeting prepApproved members submit issues; the agenda and pre-read packet build only from approved members.
5. Follow-throughDecisions and actions are captured with owners and due dates, and checked at the next meeting.

Live demo — vet a board member

SAMPLE DATA The facilitators, boards, applicants, and companies below are sample data, honestly labelled, so you can see the whole journey end to end. Intake here is a mock intake adapter, dedupe is a mock CRM adapter, and invites are a mock calendar adapter — no real application, invite, or email happens, and no data leaves this page.

Board roster & invites SAMPLE

Sent invites (INV-MOCK ids) and the seated roster appear here — for this tenant only.

Board rules

One company per industry per board (competitor guard), revenue inside the board band, and a named human facilitator approves every member. Incomplete applications are blocked by name — the missing field is stated, never guessed. Confidentiality is the product: what is said in the room stays in the room, and the audit trail shows who approved what, and when.

Audit trail

AdvisoryBoardPilot ready. Every application, score, block, approval, and invite is logged here — for this tenant only.

Support & legal

Support: pilot facilitators get email support and a shared issue log; boards are checked before each monthly meeting during the pilot. AdvisoryBoardPilot helps a facilitator run a peer board — it does not provide business, legal, tax, or financial advice, guarantee member results, or replace the facilitator's judgment; the human facilitator remains responsible for every membership and meeting decision. Members are told their application is reviewed by a named facilitator, with a human conversation before any seat is offered. This demo stores data only in your browser; pilot deployments add real accounts, encrypted credentials, server-side tenant separation, member consent records, and confidentiality acknowledgements before any real invite. Sample data is fictional. Billing is not connected.

Next step: run the demo, then request a pilot via the contact step on this page — we confirm scope, board criteria, and price before any charge.