Cadence

Cadence is the planned rhythm of touchpoints with each advisor — monthly, quarterly, annual, or event-driven. Clear cadence prevents relationships from decaying into "we should catch up sometime" or, conversely, over-contacting busy people.

Match cadence to stakes and season: during a job search or founder crisis, you may need more frequent updates; during steady execution, quarterly is enough. Different advisors can have different cadences on the same board.

Document cadence in your CRM or advisory tracker. Calendar the next check-in before the current meeting ends. Predictable, light-touch updates between meetings (especially after intros) often matter more than extra meetings. When life gets busy, downgrade meeting length before you ghost entirely — a 15-minute call preserves the relationship better than six months of silence followed by a desperate ask.