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Skill · Finance

Onboard

/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 /cs:boardroom or after a fundraise changes the numbers.

Agency SkillsLicense: MITAdded Sep 29, 2026
Use it in my AI

How to use it

  1. Start your plan and connect your AI once
  2. Ask for the task in your own words, or say it directly:
Use the Onboard skill to help me with this.

Without a connection: copy the SKILL.md below into your AI's project instructions.

SKILL.md2 files in this skill

/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)
  • /cs: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](../../../skills/cs-onboard/SKILL.md) skill and follows its 7-dimension schema (../../../skills/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
  5. ``bash ln -sf ~/company-vault/00-meta/company-context.md ~/.claude/company-context.md ``

  6. 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 /cs: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:

  • Markdown vault (recommended): see [../../references/llm-wiki-bridge.md](../../references/llm-wiki-bridge.md)
  • Encrypted dotfile sync: age + git
  • Shared team: keep in a private repo, symlink from ~/.claude/

Related

  • Skill: [cs-onboard](../../../skills/cs-onboard/SKILL.md) — the underlying interview protocol
  • Skill: [context-engine](../../../skills/context-engine/SKILL.md) — reads this file
  • Reference: [../../references/llm-wiki-bridge.md](../../references/llm-wiki-bridge.md)

Version: 1.0.0