What are the best habits to do when working with C-Suite?

Two habits stand out above the rest: reliability and clarity. Reliability means always delivering on what you say you will do, and doing so on time. Executives value people they can trust to follow through without needing to be chased. Clarity means being intentional with your communication. Senior leaders are busy, often juggling competing priorities, so it is important to present information in the clearest and most direct way possible. This does not mean leaving out necessary context, but it ...Read More

When working with the C-Suite, whether at your own company or with a customer, adopting the right habits can significantly enhance your ability to influence and build trust. Here are some of the best habits to cultivate, tailored to the context of engaging with C-level executives: Understand Their Priorities and KPIs: Research the executive’s role, their function (e.g., CEO, CFO, CTO), and the specific metrics they care about. For example, a CFO might prioritize cost efficiency and ROI, while a ...Read More

Always be clear on the purpose of the meeting and involve agendas and share relevant documentation with their EAs well in advance Center conversations with a key headline - what is most important and the significance of that backed by relevant data Keep communications concise and timely. Be sure to specify if updates are informative or actions are needed For any meetings, be as prepared as possible by researching your customer/portfolio, relevant product updates, and any changes (good or bad) re ...Read More

Here are some habits I’ve learned from my mentors and leaders that have helped me when working with senior executives: Less is more. Do your due diligence and have all the data and detailed slides ready if needed, but keep the main content brief. Get to the point quickly. One best practice that has helped me tremendously is being prepared with an executive summary slide. This is a single page that captures everything you planned to cover in the full meeting. Condensing into one page forces you t ...Read More

Understand Their Goals and Objectives: Understand the overall goals and objectives of the organization and align your work with them. CIO care about efficiency and innovation but also cost savings. CRO care about revenue acceleration and optimization. CCO care about GRR and NRR. CFO care about EBITDA. Know thy audiece. Be Concise and Clear: C-Suite executives have limited time. Be concise and clear in your communication. Be Solution-Oriented: Instead of just presenting problems, come up with sol ...Read More

When working with the C-Suite, it's important to keep in mind that they are pressed for time and have a clear vision for what needs to be executed to support desired business outcomes. It's incredibly helpful to try to see things from their perspective. Here are a few additional habits to keep in mind: Understand their priorities Communicate effectively and concisely Be proactive and come with solutions, not just problems Build relationships Be adaptable When communicating with the C-Suite, it's ...Read More