C-Suite Onboarding

Tier: POWERFUL Category: C-Level Advisory Tags: onboarding, company context, founder interview, advisor setup, context capture, executive onboarding

Overview

C-Suite Onboarding captures the company context that powers every C-level advisory skill. One structured conversation produces a persistent context file that transforms generic advice into specific, situationally-aware guidance. Without context, advisory skills give textbook answers. With context, they give your-company answers.

Clarify First

What most shapes this session is whether company context already exists and how much time the founder has for it. Settle the inputs below before starting the interview. When one is missing or vague and would change how the session runs, ask about it; when it wouldn't, use a sensible default and say which one you used.

• Existing context file: its age and completeness decide between a quick /cs:update (about 15 minutes, "what changed?") and a full /cs:setup (about 45 minutes). Context under 90 days old needs a refresh at most; past 180 days a re-interview is the better use of time.
• Time available: a full interview takes about 45 minutes. With less, it is better to cover the dimensions that matter most well and mark the rest [not captured] for a follow-up than to rush all seven.
• What matters most right now: the advisory skills the founder plans to use next decide which dimensions need depth. Financial fields matter most for CFO and CEO advice; a founder heading into a hiring push needs Team & Culture captured properly.
• Who is being interviewed: with more than one founder, the file reflects the interviewee's view. Knowing this up front lets you note where a co-founder's perspective may differ.