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onboard

Collect company facts through a structured 12-question founder interview and save them in a shared context file for AI executive advisors. Capture business, financial, team, and strategic information when setting up advisors or updating company circumstances.

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/cs-onboard — Founder interview that populates ~/.claude/company-context.md using the canonical 7-dimension cs-onboard schema. The first command to run when starting with c-level-agents. Use when setting up the virtual C-suite for a new company, or when advisors lack company context — e.g. before a first /c-level-agents:boardroom or after a fundraise changes the numbers.

See how to install

Good for

  • Set up company context for AI executive advisors
  • Prepare company facts before a boardroom discussion
  • Update financial context after fundraising
  • Refresh context after a pivot or major hire

Files included (1)

  • SKILL.md5.1 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

/cs-onboard — Founder Interview

Command: /cs-onboard

The first command to run when adopting c-level-agents. A structured founder interview that produces ~/.claude/company-context.md — the file every cs-* advisor reads before responding. Without this, the advisors are guessing.

What This Produces

~/.claude/company-context.md — a single file with the durable facts about the company. Read by:

  • cs-chief-of-staff (routing decisions)
  • Every cs-* advisor (context for any question)
  • /c-level-agents:brief (assumptions in any new decision)

The Interview (12 Questions)

Company Basics

  1. Company name and one-sentence pitch.
  2. Stage: pre-seed / seed / Series A / Series B / Series C+ / public
  3. Headcount: total, by function (eng / product / GTM / ops / G&A)
  4. Geographic distribution: HQ + remote split, key countries

Business Model

  1. Revenue model: SaaS subscription / usage / transaction / marketplace / hardware / services
  2. ICP: name one real customer and describe what they have in common with others
  3. ACV: median and range; deal count last 12 months
  4. Growth rate: ARR YoY; if pre-revenue, leading metric (users, MAU, etc.)

Financial Posture

  1. Runway: months of cash at current burn; bear-case months
  2. Last raise: amount, valuation, lead investor, date

Strategic Context

  1. Top 3 priorities for the current quarter (in plain language)
  2. Top 3 risks the founder loses sleep over (be specific)

Output Format

Canonical schema: ~/.claude/company-context.md is owned by the cs-onboard skill and follows its 7-dimension schema (${CLAUDE_PLUGIN_ROOT}/vendor/c-level-advisor/cs-onboard/templates/company-context-template.md): Company Identity, Stage & Scale, Founder Profile, Team & Culture, Market & Competition, Current Challenges, Goals & Ambition. The 12 questions above are a faster structured intake that populates that same file — Identity/Business/Financial → Stage & Scale, Team → Team & Culture, Quarter priorities/risks → Current Challenges + Goals & Ambition. Write [not captured] for dimensions the quick intake doesn't reach (Founder Profile, Market & Competition); run the full cs-onboard interview to fill them. Never create a second context file or a divergent layout.

The intake summary captured by the 12 questions:

# Company Context
**Generated:** YYYY-MM-DD
**Last updated:** YYYY-MM-DD

## Identity
- **Company:** <name>
- **Pitch:** <one sentence>
- **Stage:** <stage>
- **HQ + remote:** <distribution>

## Business
- **Model:** <type>
- **ICP:** <description + named customer>
- **ACV:** $<median> (range $<low> - $<high>)
- **Deal count (LTM):** N
- **ARR growth (YoY):** X%

## Financial
- **Cash on hand:** $<amount>
- **Net burn (monthly):** $<amount>
- **Runway base:** N months
- **Runway bear:** N months
- **Last raise:** $<amount> at $<post> in <month YYYY>, led by <investor>

## Team
- **Total headcount:** N
- **Eng:** N | Product: N | GTM: N | Ops: N | G&A: N

## Quarter
- **Top priorities (Q<X> YYYY):**
  1. <priority>
  2. <priority>
  3. <priority>

- **Top risks:**
  1. <risk>
  2. <risk>
  3. <risk>

## Routing Hints
[Optional: any role the founder wants to use sparingly or rely on heavily]

Workflow

  1. Walk the founder through all 12 questions
  2. Quote founder's own words wherever possible (don't paraphrase the ICP)
  3. Save to ~/.claude/company-context.md
  4. (Optional) If llm-wiki bridge is configured: symlink to vault
    ln -sf ~/company-vault/00-meta/company-context.md ~/.claude/company-context.md
    
  5. Confirm with founder: read the file back, ask "anything missing?"

When to Re-Run

  • After a fundraise (numbers change)
  • After a major pivot or product launch
  • After 6+ months (most facts have drifted)
  • After a major hire (team distribution changes)
  • Always before a /c-level-agents:boardroom for a high-stakes decision

Persistence

By default, ~/.claude/company-context.md is local to the founder's machine. To make it persistent across machines / shareable:

Related


Version: 1.0.0

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