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The CFO Report
85. Fractional CFOs: Avoid THIS Calendar KILLER
Oct 3, 2023
Learn how to avoid over-extended fractional CFO calls by managing client expectations, setting boundaries, and maintaining communication.
03:39
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Quick takeaways
- Manage scope and boundaries by setting expectations and sticking to the planned agenda during CFO calls.
- Set and maintain boundaries by communicating the time frame for the call and keeping it structured.
Deep dives
Managing scope and boundaries in CFO calls
One of the main challenges in working with fractional CFO clients is the tendency for the calls to consistently go over the allotted time. This can disrupt the entire day and schedule. To address this issue, it is crucial to manage the scope and boundaries from the beginning. This should be done during the sales and onboarding process by clearly setting expectations and reinforcing them. During the call, it is recommended to lay out an itinerary at the beginning, listing the topics to be covered, and making agreements with the client. If the client starts to go off-topic, gently redirect the conversation by suggesting to discuss it through other means, such as Slack or email, while staying focused on the planned agenda in the call.
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