onboard — Claude Code skill: what it does, how to install
A 12-question founder interview that populates ~/.claude/company-context.md with business facts, runway, and goals for virtual executive agents.
/plugin marketplace add alirezarezvani/claude-skills
/plugin install c-level-agents@claude-code-skillsWhat onboard does
The skill triggers an intake flow via /cs-onboard. It walks the founder through twelve questions covering stage, team headcount, revenue model, runway, and immediate risks. The intake quotes the founder directly without rewriting customer definitions.
Everything writes to ~/.claude/company-context.md. That file gives durable grounding to cs-chief-of-staff and other c-level-agents advisors before they answer strategic queries. The canonical layout tracks seven dimensions, while unreached sections receive a [not captured] flag.
Skip this skill if you do not use the c-level-agents suite. It belongs in environments where automated advisors need real numbers before a boardroom session or after a fresh fundraise.
What it helps with
- record startup metrics and runway in a canonical context file
- supply verified company facts to
c-level-agentsadvisors - update financial metrics and burn rate after a fundraise
- prepare context before running
/c-level-agents:boardroom
Example prompts for the agent
- /cs-onboard
- Run the founder intake interview using /cs-onboard
- Update company facts in ~/.claude/company-context.md
How to install onboard
1Plugin marketplace
/plugin marketplace add alirezarezvani/claude-skills/plugin install c-level-agents@claude-code-skillsThis installs the whole c-level-agents plugin with all its skills
2Skills CLI (Vercel)
npx skills add alirezarezvani/claude-skills --skill onboard -a claude-code3Manually: put the files in place
~/.claude/skills/onboard/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/onboard/
Manually: put the files in place
.agents/skills/onboard/SKILL.mdFor all projects use ~/.agents/skills/
Manually: put the files in place
.cursor/skills/onboard/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install alirezarezvani/claude-skills onboard2Manually: put the files in place
.github/skills/onboard/SKILL.mdPlatform CLI
gemini skills install https://github.com/alirezarezvani/claude-skills --path c-level-agents/skills/onboardManually: put the files in place
.devin/skills/onboard/SKILL.mdThe legacy .windsurf/skills/ path still works
Claude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
From the same set349
The whole set →Similar
Questions about onboard
How to install onboard in Claude Code?
Install it using /plugin install c-level-agents@claude-code-skills or run npx skills add alirezarezvani/claude-skills --skill onboard -a claude-code.
What does onboard do?
It guides you through 12 questions and creates ~/.claude/company-context.md, storing headcount, financials, ICP, and quarterly priorities.
When should you re-run onboard?
Run it again after closing a fundraise, pivoting, making senior hires, or when facts drift after 6 months.
Source text
SKILL.md · MIT
---
name: "onboard"
description: "/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."
---
# /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
5. **Revenue model:** SaaS subscription / usage / transaction / marketplace / hardware / services
6. **ICP:** name one real customer and describe what they have in common with others
7. **ACV:** median and range; deal count last 12 months
8. **Growth rate:** ARR YoY; if pre-revenue, leading metric (users, MAU, etc.)
### Financial Posture
9. **Runway:** months of cash at current burn; bear-case months
10. **Last raise:** amount, valuation, lead investor, date
### Strategic Context
11. **Top 3 priorities for the current quarter** (in plain language)
12. **Top 3 risks the founder loses sleep over** (be specific)
## Output Format
**Canonical schema:** `~/.claude/company-context.md` is owned by the [`cs-onboard`](${CLAUDE_PLUGIN_ROOT}/vendor/c-level-advisor/cs-onboard/SKILL.md) skill and follows its 7-dimension schema (`${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:
```markdown
# 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 $<post> in <month YYYY>, led by <investor>
## Team
- **Total headcount:** N
- **Eng:** N | Product: N | GTM: N | Ops: N | G&A: N
## Quarter
- **Top priorities (Q<X> YYYY):**
1. <priority>
2. <priority>
3. <priority>
- **Top risks:**
1. <risk>
2. <risk>
3. <risk>
## Routing Hints
[Optional: any role the founder wants to use sparingly or rely on heavily]
```
## Workflow
1. Walk the founder through all 12 questions
2. Quote founder's own words wherever possible (don't paraphrase the ICP)
3. Save to `~/.claude/company-context.md`
4. (Optional) If llm-wiki bridge is configured: symlink to vault
```bash
ln -sf ~/company-vault/00-meta/company-context.md ~/.claude/company-context.md
```
5. Confirm with founder: read the file back, ask "anything missing?"
## When to Re-Run
- After a fundraise (numbers change)
- After a major pivot or product launch
- After 6+ months (most facts have drifted)
- After a major hire (team distribution changes)
- Always before a `/c-level-agents:boardroom` for a high-stakes decision
## Persistence
By default, `~/.claude/company-context.md` is local to the founder's machine. To make it persistent across machines / shareable:
- **Markdown vault (recommended):** see [`../../references/llm-wiki-bridge.md`](../../references/llm-wiki-bridge.md)
- **Encrypted dotfile sync:** age + git
- **Shared team:** keep in a private repo, symlink from `~/.claude/`
## Related
- Skill: [`cs-onboard`](${CLAUDE_PLUGIN_ROOT}/vendor/c-level-advisor/cs-onboard/SKILL.md) — the underlying interview protocol
- Skill: [`context-engine`](${CLAUDE_PLUGIN_ROOT}/vendor/c-level-advisor/context-engine/SKILL.md) — reads this file
- Reference: [`../../references/llm-wiki-bridge.md`](../../references/llm-wiki-bridge.md)
---
**Version:** 1.0.0
© Alireza Rezvani · MIT · alirezarezvani/claude-skills