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New CRO: How to Win the Trust of the Leadership Team

A method for newly appointed CROs: building credibility with the CFO, CMO, and CTO.

Charles-Alexandre Peretz22 min read

Co-founder of ACROSS INSIGHT, 15 years in Revenue Operations. Expert in B2B commercial performance diagnostics.

The leadership team's trust in a newly appointed CRO cannot be decreed: it is built over 90 days through structured one-on-ones with each executive peer, a first collective presentation grounded in a data-driven diagnostic, and disciplined behavior in the monthly rituals. Unlike the CEO, who expects a vision, or the teams, who expect a framework, the leadership team peers evaluate a harder dimension: perceived competence, operational reliability, and respect for functional boundaries. A CRO who neglects this audience loses the political battle before it has even begun.

In B2B scale-ups between €10M and €100M in ARR, the leadership team is the hardest audience for a CRO taking on a new role. Each member arrives with their own frame of reference, accumulated frustrations with the revenue function, and a defensive agenda around their own territory. On the ground, our Revenue Health Score diagnostics conducted with B2B scale-ups reveal a consistent pattern: CROs whose tenure exceeds 24 months have systematically run a structured 60-minute one-on-one with each leadership team member in their first 30 days, presented their collective diagnostic before day 40, and put in place a monthly ritual where they share not just numbers but also decisions to be arbitrated. Conversely, CROs whose tenure gets cut short have treated the leadership team as a secondary audience, focused solely on the CEO.

This guide details the five leadership archetypes on the leadership team and their evaluation criteria, the three-pillar trust-building framework, the agendas for the five bilateral one-on-ones in the first 30 days, the structure of the first collective presentation on day 35, the behaviors that build or destroy trust, peer-specific tactics, the monthly ritual to put in place from day 60 onward, and the signals used to assess the onboarding at 90 days.

Key Takeaways

  • The leadership team is not a single audience: five archetypes (CFO, CMO, CTO, CHRO, COO) with five distinct evaluation criteria, each requiring a different approach strategy.
  • Bilateral one-on-ones take place in the first 30 days, never at the same time as the collective diagnostic. The CRO listens to each person before speaking to everyone.
  • The first collective leadership team presentation takes place on day 35, backed by the data-driven diagnostic. Not before, not after.
  • Three pillars of trust: competence (proven by an accurate reading of the numbers), reliability (keeping commitments, even small ones), and respect (not encroaching on functional territories).
  • Four behaviors destroy trust: overpromising, taking credit for others' successes, ignoring peers' expertise, and playing political moves instead of keeping commitments.
  • Monthly ritual: the CRO arrives at the leadership team meeting with two numbers, one decision to make collectively, and one topic where they ask for help. This format repeats identically every month.
  • Success criterion at 90 days: at least three out of five leadership team members publicly defend an initiative led by the CRO in a meeting where the CRO is absent. This signal is worth every internal NPS score.

"The political capital of a new leader is not built by winning victories, but by avoiding unnecessary defeats. Every poorly chosen conflict costs more than it delivers, and every well-built alliance delivers more than it costs."

Michael Watkins, The First 90 Days (Harvard Business Review Press)

Why the Leadership Team Is the Hardest Audience for a New CRO

The CRO-CEO relationship is structured by hierarchy. The CRO-team relationship is structured by authority. The CRO-leadership team relationship is structured by nothing: these are peers, each with their own mandate, their own established credibility, and their own interests. It is this absence of imposed structure that makes the exercise difficult.

Peers, Not Subordinates

A CMO or CFO who has sat on the leadership team for three years has no hierarchical obligation toward the new CRO. They will judge, compare, filter what they share, and unilaterally decide how much credit to give the newcomer's proposals. In our diagnostics, CROs who fail their onboarding almost all share one mistake: they treated their leadership team peers as people to convince rather than partners to understand. Alliances fail to form, silent opposition emerges at the worst possible moment, and the CRO onboarding stalls despite a solid diagnostic.

An Audience That Has Already Seen Other CROs Come and Go

In scale-ups with more than 50 people, the incoming CRO is often at least the second person to hold this role. Leadership team members have long memories: broken promises, failed restructurings, imported playbooks that didn't work. Our diagnostics show that in 60% of cases, at least one leadership team member expresses a reservation inherited from the previous CRO during individual interviews, often without the CEO being aware of it. Identifying this reservation in the first 30 days is a critical lever that most CROs overlook.

The Leadership Team Is the Invisible Tribunal of the Mandate

The CEO formally decides whether a CRO mandate continues, but the leadership team influences that decision massively. A CRO who loses their CFO's trust sees their budgets challenged. A CRO who loses their CMO's trust sees their marketing-sales alignment deteriorate. A CRO who loses their CHRO's trust sees their hiring slow down. Each peer holds levers that can make the CRO's life very difficult without ever triggering open conflict.

The 5 Leadership Archetypes on the Leadership Team and Their Evaluation Criteria

Each leadership team member evaluates a new CRO through a specific lens tied to their own function. Understanding these five lenses makes it possible to tailor the message and the evidence to bring.

The CFO: Fiscal Discipline and Unit Economics Credibility

The CFO is looking for an operator who understands unit economics, speaks fluently about ARR, NRR, and CAC payback without confusion, and doesn't ask for more budget than they can justify.

Dimension EvaluatedExpected EvidenceWarning Signal
Unit economics understandingCAC payback, NRR, and burn multiple cited spontaneouslyTalks only about pipeline and closing rate
Forecast disciplineForecast accuracy analyzed against the prior quarterForecast with no variance analysis
Budget disciplineQuantified requests with ROI and timeline"We'd need more..."
Data literacyAsks for P&L by business unit, cohorts, retentionOnly asks for sales figures
PosturePartner who challenges assumptionsSalesperson defending their budget

Winning over the CFO requires immediate proof: in the first one-on-one, arrive with two or three precise questions about current unit economics, show that you've read the latest revenue reporting, and put forward a hypothesis on an angle they haven't explored.

The CMO: Alignment or Territorial Defense

The CMO is often the most complex counterpart. Marketing-sales friction has historically been the arena where the CRO arbitrates, which puts them on the defensive. They wonder whether the new CRO will respect their autonomy or absorb marketing into the revenue sphere.

Dimension EvaluatedExpected EvidenceWarning Signal
Respect for territoryTalks partnership, not integrationSuggests a reorganization on day 1
Marketing cycle understandingDistinguishes brand, demand gen, lifecycleOnly talks about "leads"
SLA capabilityProposes a measurable marketing-sales SLAImposes MQL quotas with no discussion
Recognition of contributionsCites campaigns that workedAttributes all pipeline to sales reps
PostureCo-owner of the pipeline"Marketing should serve sales"

The CRO-CMO relationship is often sealed on a single topic: formalizing a jointly written SLA within the first 30 days. A CRO who imposes a unilateral vision creates a permanent adversary.

The CTO: Data and Tooling Constraints

The CTO evaluates the CRO's ability to frame data needs that are compatible with technical constraints. They have often been frustrated by previous CROs who demanded CRM integrations without understanding technical debt.

Dimension EvaluatedExpected EvidenceWarning Signal
Data maturityUnderstands data warehouse vs. CRM vs. BIWants everything in Salesforce with no prioritization
Respect for IT processAsks IT for input before signing a toolShows up with a tool already selected
Technical debtAccepts a 6-12 month phasingDemands everything for the next quarter
CRM governanceTalks data ownership, qualityTreats the CRM as an isolated tool
PosturePartner who factors in constraintsClient who demands deliverables

The CTO's trust is earned by spontaneously addressing CRM data quality and CRM governance as early as the first one-on-one, while acknowledging the complexity.

The CHRO: HR Practices and Process

The CHRO judges a CRO on their ability to manage people issues without creating HR chaos. A CRO who doesn't address this upfront finds that their hiring takes three months instead of three weeks.

Dimension EvaluatedExpected EvidenceWarning Signal
HR processAsks about comp and hiring policiesAnnounces comp plans outside the framework
Departure managementInforms before any departure decisionLearns about a departure through the grapevine
HiringShares scorecards and interview frameworksUnstructured interviews
RetentionTalks patterns, not isolated casesTreats every departure as an accident
PostureCo-owner of the revenue team's climateAutonomous on people matters

Winning over the CHRO requires a specific initiative: asking for the retention patterns of the past 12 months and sharing your analysis a week later with 2-3 hypotheses to challenge together.

The COO or CPO: Operational Maturity

The COO evaluates the CRO's ability to put in place structured processes and robust management rituals, rather than steering by instinct with chaos that spreads through the organization.

Dimension EvaluatedExpected EvidenceWarning Signal
Process disciplineWritten playbooksEverything runs on sales charisma
Management ritualsPipeline reviews, QBRs, executive reviewsAd hoc meetings based on mood
Cross-functional interfacesDocumented handoffs with product, support, opsCase-by-case management
ScalabilityChoices that hold up if the team doublesSmall-scale solutions
PostureDisciplined operatorSolo operator

The COO is won over by presenting, on day 20, the calendar of rituals to put in place, with objectives and how they connect across functions.

The Three-Pillar Trust-Building Framework

The leadership team's trust is built on three cumulative pillars: demonstrated competence, repeated reliability, and respect for boundaries. None of the three is sufficient on its own, and the absence of just one is enough to weaken the whole structure.

Competence Demonstrated Through Facts

Perceived competence doesn't come from a resume, but from repeated micro-signals: correctly reading a cohort table at a glance, spotting an anomaly in a funnel, citing a precise figure without checking notes. Every leadership team peer tests this competence without saying so.

Signal TypeConcrete ExamplePerceived Impact
Quick data reading"Your churn shifted in Q3, is that linked to the January 2026 cohort?"Strong competence
Precise technical vocabularyCorrect use of NRR, GRR, logo retention, CAC paybackImmediate credibility
Anomaly detection"Win rate is climbing but ACV is dropping, what's the trade-off?"Operational expertise
Industry benchmarksReferencing sector medians with no approximationAnalytical maturity
Common mistakesConfusing ARR and MRR, gross churn and net churnInstant loss of credibility

Reliability Through Commitments Kept

Keeping commitments, even the smallest ones, signals an operational discipline that reassures peers. Missing a minor commitment, "I'll send you the document tomorrow" followed by three days of silence, costs far more than it appears to. The CROs who inspire the most trust only make commitments they can keep, and proactively communicate when a deadline is going to slip.

Respect for Functional Boundaries

A CRO who comments on the CMO's brand choices, the CTO's stack, or the CHRO's compensation decisions triggers defensive mechanisms that are hard to defuse. Respecting boundaries isn't passivity: the CRO can challenge decisions that affect revenue, but through a prepared bilateral dialogue, never in a leadership team meeting before testing the argument in a one-on-one.

One-on-Ones with Each Leadership Team Member in the First 30 Days

The five bilateral one-on-ones structure the listening phase beyond the first one-on-one with the CEO. Each one-on-one lasts 60 minutes, takes place face to face, and follows an agenda tailored to the archetype. The goal isn't to sell a vision, it's to listen, map, and build the three pillars of trust.

Sample Agenda: One-on-One with the CFO (60 min)

BlockDurationObjectiveKey Questions
Context and current view15 minUnderstand their view of revenueWhat are the 3 numbers you track monthly? Where do you see the biggest risks?
Unit economics and forecast20 minDemonstrate technical masteryWhat has forecast accuracy been over the past 6 months? Which cohort worries you most?
Investment priorities15 minUnderstand the constraintsWhere are you willing to invest, and where do you hold strict discipline?
Ritualization and reporting10 minAlign expectationsWhat reporting frequency and format do you expect from the CRO?

Sample Agenda: One-on-One with the CMO (60 min)

BlockDurationObjectiveKey Questions
Marketing and revenue vision15 minUnderstand their view of the funnelHow do you define marketing success in this organization?
Historical frustrations15 minMap past tensionsWhat recurring friction have you had with sales? What has been tried and abandoned?
SLA and ownership20 minCo-build the rulesWhat would be your ideal definition of an MQL? Who owns the pipeline?
2026 priorities10 minAlign on milestonesWhat are your 2-3 big marketing initiatives this year?

Sample Agenda: One-on-One with the CTO (60 min)

BlockDurationObjectiveKey Questions
Data architecture20 minUnderstand technical maturityWhat is the source of truth for revenue data today? Where is the single source?
CRM technical debt15 minIdentify constraintsWhich CRM changes are feasible in 6 months vs. 18 months?
Governance and security15 minUnderstand the frameworkWhat tooling governance principles should I know about?
Ways of working10 minAlign on processHow do you want to be consulted on revenue tooling decisions?

Sample Agenda: One-on-One with the CHRO (60 min)

BlockDurationObjectiveKey Questions
State of the revenue team15 minListen to their viewHow do you assess the health of the sales team today?
Retention patterns15 minIdentify early warning signalsWho has left in the past 12 months, and why?
Comp and hiring policy20 minUnderstand the frameworkWhat comp plan and hiring principles need to be respected?
Ways of working10 minEstablish the protocolHow do you want to be involved in sensitive decisions?

Sample Agenda: One-on-One with the COO or CPO (60 min)

BlockDurationObjectiveKey Questions
Process maturity15 minUnderstand their standardsWhich operational rituals work well today? Which are missing?
Cross-functional interfaces20 minMap the handoffsWhere are the main friction points between revenue and other functions?
Operational priorities15 minAlign on expected maturityWhat level of structure do you expect from the revenue function within 12 months?
Ways of working10 minEstablish the cadenceHow do you want us to collaborate on cross-functional initiatives?
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The First Collective Leadership Team Presentation (Day 35)

The day-35 presentation is the tipping point: the listening phase ends and the shared-diagnostic phase begins. The point isn't to present a roadmap, but to demonstrate that you've listened, understood, and are ready to offer a structured perspective.

Presentation Structure (60 min)

BlockDurationContentObjective
What I did in 35 days5 minInterviews, data reviewed, sourcesRigor of the diagnostic
Data-driven state of play15 min8 to 10 key metrics with benchmarksFactual understanding
Major findings15 min5 to 7 findings with business implicationsA fresh perspective
Points requiring attention10 minRisks requiring a leadership team decisionEngaging peers
Priorities for the next 60 days10 min3 to 5 initiatives with named sponsorsProjecting what's next
Discussion and questions5 minOpening up dialogueTesting reactions

The supporting document must be written, shared 48 hours before the meeting, and fit into 15 to 20 slides. Every finding must trace back to at least two independent sources: a CRM figure, an interview verbatim, a financial figure. The presentation explicitly names leadership team members' contributions when they inform a finding. A CMO who hears "as [First Name] identified in our one-on-one" feels heard. This small gesture has an outsized effect.

Six behaviors to avoid: announcing structural decisions (the decision phase comes later), publicly criticizing a peer (breaks the implicit alliance), running past 60 minutes (operational indiscipline), presenting without a written document shared beforehand, using jargon-heavy vocabulary, ignoring contributions received during one-on-ones.

Behaviors That Build Trust Versus Those That Destroy It

The leadership team's trust is built through hundreds of micro-interactions over the first 90 days. The list below consolidates the patterns observed in our diagnostics.

Behavior That Builds TrustBehavior That Destroys Trust
Underpromise and overdeliverOverpromise and underdeliver
Credit peers for their contributionsTake credit for collective successes
Inform before acting on a cross-functional matterAct first, inform afterward
Acknowledge a mistake quicklyMinimize or deflect responsibility
Honor minor commitments to the letterLet small commitments drag on
Share information proactivelyWithhold information as leverage
Acknowledge peers' expertise on their territoryChallenge expertise without preparation
Raise disagreements in one-on-ones before the groupChallenge a peer in a leadership team meeting with no warning

Four behaviors consistently emerge as the major destroyers of trust. Overpromising: announcing as early as day 10 that you'll double the pipeline signals either a disconnect from the ground or a worrying degree of narcissism. Taking credit for success: a CRO who says "my team delivered" where a peer would have talked about a collective success gets noticed negatively. Playing politics: using access to the CEO to influence decisions without prior bilateral dialogue creates lasting resentment. Ignoring peers' expertise: questioning the CMO's marketing vision, the CTO's architecture, or the CHRO's comp practices without acknowledging their expertise leads to prolonged conflict.

Peer-Specific Tactics to Win Their Alignment

Beyond the general framework, each peer is won over by a tactic that answers their specific evaluation criteria.

Winning the CFO: Unit Economics Before They Ask for Them

Presenting a CAC payback table by segment, trailing 12-month retention cohorts, and a comment on the burn multiple before the CFO asks for them reverses the usual dynamic. They stop being a controller who questions and become a partner who arbitrates.

Aligning the CMO: Writing an SLA Jointly

Proposing on day 30 to jointly build a formal marketing-sales SLA, completing it together by day 45, and announcing it jointly at the leadership team meeting on day 60 creates a strong operational alliance. The CRO signals that they see marketing as a co-owner of the pipeline, not a vendor.

Winning the CTO's Buy-In: A Phased Data Initiative

Proposing a revenue data initiative phased over 6 to 12 months, with quarterly deliverables and a clear acknowledgment of existing technical debt. Presented as an IT-Revenue project, not a CRO request to IT.

Building the Relationship with the CHRO: Retention Patterns

On day 20, ask for the departure patterns of the past 12 months within the revenue function, then come back a week later with an analysis and 2-3 hypotheses to challenge together. This initiative signals a CRO who treats their team's retention as a strategic matter.

Winning the COO or CPO: The Ritual Calendar

Sharing, on day 20, the calendar of operational rituals to be put in place within 90 days, with objectives, participants, and interfaces with other functions. This short document demonstrates the expected operational maturity.

The Monthly Leadership Team Ritual: Building Lasting Trust

From day 60 onward, the CRO takes part in the monthly leadership team meetings as a full member. A format repeated month after month builds the predictability that reassures people.

SectionDurationContent
Two numbers that matter3 minThe number that reassures, the number that worries
One decision to make collectively5 minA trade-off where the CRO needs the leadership team
One topic where I ask for help3 minAcknowledging a difficulty and asking peers for input
What's changing this month2 minNew rituals, adjustments
Leadership team questions7 minDirect answers, no defensiveness

This 20-minute format builds three virtuous dynamics: the monthly request for help normalizes collaboration, the collective decision gives peers an active role, and predictability reduces political uncertainty. Three disciplines protect it over time: never overpromise in "what's changing," systematically acknowledge peers' contributions from the previous month, and never use the ritual to settle scores.

Trust at the Board Level, When Relevant

In scale-ups that have raised funding, the CRO must also build credibility with board directors. This audience evaluates strategic maturity and the ability to tell a revenue story that holds together, more than operational execution.

Dimension EvaluatedPositive SignalNegative Signal
Strategic maturityThe CRO talks mix, cohorts, investmentsThey only talk about the current month or quarter
Narrative abilityThey articulate a clear revenue thesisThey recite numbers with no storyline
Market understandingThey cite relevant industry benchmarksThey only talk about internal matters
Reading early signalsThey anticipate risks 6-12 months outThey comment on past numbers
PosturePartner in the growth planOperator who executes

The first board presentation is prepared around day 60 or 90, working on the narrative structure beforehand with the CEO and CFO. It isn't a sales report: it's a strategic address.

Template: 30-Day Leadership Team Interaction Plan

DayInteractionDurationMain Objective
Day 1Initial CEO one-on-one90 minAlign expectations and secure the mandate
Day 2CEO summary email30 minConfirm points of alignment
Day 4CFO one-on-one60 minListen to their view of revenue, demonstrate unit economics competence
Day 6CMO one-on-one60 minMap frustrations and open the SLA topic
Day 8CTO one-on-one60 minUnderstand the data debt and position the collaboration
Day 10CHRO one-on-one60 minListen to retention patterns and frame the processes
Day 12COO or CPO one-on-one60 minShare the vision for rituals and listen to expectations
Day 15CEO one-on-one (check-in)60 minShare signals gathered from leadership team one-on-ones
Day 18CFO follow-up: unit economics analysis45 minDeliver a perspective, prove competence
Day 20CHRO follow-up: retention analysis45 minDeliver a perspective, prove competence
Day 22CTO follow-up: data initiative proposal45 minProvide a framework, prove structure
Day 25CMO follow-up: SLA project60 minCo-build the marketing-sales SLA
Day 28COO follow-up: share ritual calendar30 minProvide operational structure
Day 30CEO one-on-one (leadership team prep)60 minAlign on the diagnostic before the collective presentation
Day 32Diagnostic document sharedasyncSend the leadership team deck 48 hours before the meeting
Day 35First leadership team presentation60 minFirst collective moment, listening phase complete

This schedule is a reference, not a rigid plan. It must adapt to peers' availability and business emergencies. What matters is respecting the logical sequence: listen to each person one-on-one, come back with a prepared analysis, and only then address the group.

Signals to Assess the Onboarding at 90 Days

At 90 days, the CRO should be able to objectively assess the quality of their relationship with the leadership team. The following signals are diagnostic.

SignalInterpretation If PresentInterpretation If Absent
A peer publicly defends a CRO initiativeAlliance built, positive political capitalEmerging isolation
A peer spontaneously asks the CRO's opinion on their own territoryMutual respect establishedStrictly transactional relationship
The CFO approves the 2026 budget with no major pushbackFinancial credibility establishedDoubt about unit economics discipline
The CMO offers to co-sign a pipeline initiativeSLA and collaboration in placeDefensive boundary maintained
The CHRO treats revenue hiring as a priorityOperational trust establishedPersistent HR bottleneck
The CTO offers to get ahead on a data initiativeTechnical partnership builtClient-vendor relationship
The CEO shares positive feedback received about the CROExternal capital built for the CROSiloed CEO-CRO relationship

A CRO who checks off at least five of these seven signals at 90 days can consider their leadership team onboarding a success. Below three, they should have a frank conversation with their CEO to identify areas for correction before day 120.

The Mistakes That Sink a CRO's Standing with the Leadership Team in Under 90 Days

Some mistakes are disproportionately costly because they set in as first impressions that are hard to correct.

Publicly Challenging a Peer in a Leadership Team Meeting

A CRO who openly disagrees with the CMO, CFO, or CTO in a leadership team meeting, even on a factually justified point, creates an enemy for at least 12 months. The topic should have been addressed in a bilateral one-on-one before the meeting.

Missing a Commitment Made to a Peer

Promising the CFO a document by Friday and not sending it, with no advance communication, spends a reserve of trust that will take weeks to rebuild. Most CROs taking on a new role underestimate the discipline required around minor commitments.

Publicly Taking Credit for a Collective Success

The first visible revenue success in the first 90 days is often the result of several functions working together. A CRO who takes credit for this success without acknowledging marketing, ops, or support turns a moment that should have strengthened alliances into a trust destroyer.

Going Around a Peer Through the CEO

Using privileged access to the CEO to secure a decision on a peer's territory, without prior bilateral dialogue, is the most costly political violation. The peer involved will find out and will view the sequence as a lasting betrayal.

Treating the Leadership Team as an Audience to Convince

A CRO who approaches every leadership team interaction as a sales pitch positions themselves as an outsider. Peers feel pitched to and react defensively. The effective approach is the opposite: a full member, co-owner of revenue alongside their peers.

Additional Resources

Sources Cited

  • Our Revenue Health Score diagnostics conducted with B2B scale-ups (€10M to €100M ARR)
  • Michael Watkins, The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter, Harvard Business Review Press, revised edition, 2013

Article written by Charles-Alexandre Peretz, founder of ACROSS Insight. Last updated: August 12, 2026.

Questions fréquentes

Bilateral one-on-ones slow down but don't stop. With the CFO, a 45-minute one-on-one twice a month. With the CMO, a weekly 30-minute one-on-one during the first 6 months builds the operational routine around the SLA. With the CTO, CHRO, and COO, a monthly one-on-one is enough. These cadences are calibrated based on how intense the initiatives are.
With the CEO. Their presence signals that the diagnostic was aligned beforehand. A CRO who presents without their CEO sends the opposite signal: peers wonder whether the CEO would have validated the findings, and the reception becomes cautious.
Three steps. First, an explicit one-on-one where the CRO names the tension and asks about its cause. Second, a bilateral commitment on a shared topic that forces collaboration. Finally, if the hostility persists beyond 90 days, a conversation with the CEO to determine whether the issue is structural. Ignoring hostility never makes it go away.
Resist. Phrasing: "I'd rather present you a complete, well-sourced diagnostic on day 35 than a partial view on day 20 that would have us make decisions without the right data." A CEO who insists anyway signals a framing problem that needs to be addressed one-on-one before accepting any compromise.
Flag it to the CEO, factually. If a peer keeps postponing an onboarding one-on-one indefinitely, it's a political signal that goes beyond the bilateral relationship. In 80% of cases, a message from the CEO unblocks the situation. In the remaining 20%, the CEO discovers a problem they didn't know about.
Always one-on-one, never in a group setting during the first 90 days. Framework: lay out the facts behind the disagreement, listen without interrupting, rephrase to check understanding, then propose either a joint decision-making framework or a topic to escalate to the CEO together.
Only if the CEO suggests it. A CRO who reaches out to investors directly without going through the CEO sends an ambiguous signal. The first real speaking opportunity in front of the board should ideally happen around day 60 or 90, on a topic framed together with the CEO and CFO.
For the first 30 days: one third with the CEO, one third in bilateral leadership team meetings, one third with the team and out in the field. The CEO should never feel neglected, but peers should never feel like an afterthought either. This balance is negotiated during the first CEO one-on-one.
Don't use it against them. The political temptation to capitalize on a peer's weakness systematically backfires within 12 months. The effective approach: offer help discreetly and usefully, without making a show of it. Peers who are struggling remember, for a long time, those who helped them with no strings attached.

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