Agent skill
cs-onboard
Founder onboarding interview that captures company context across 7 dimensions. Invoke with /cs:setup for initial interview or /cs:update for quarterly refresh. Generates ~/.claude/company-context.md used by all C-suite advisor skills.
Install this agent skill to your Project
npx add-skill https://github.com/alirezarezvani/claude-skills/tree/main/c-level-advisor/cs-onboard
Metadata
Additional technical details for this skill
- author
- Alireza Rezvani
- domain
- orchestration
- updated
- 1772668800
- version
- 1.0.0
- category
- c-level
- frameworks
- founder-interview, context-capture, quarterly-refresh
SKILL.md
C-Suite Onboarding
Structured founder interview that builds the company context file powering every C-suite advisor. One 45-minute conversation. Persistent context across all roles.
Commands
/cs:setup— Full onboarding interview (~45 min, 7 dimensions)/cs:update— Quarterly refresh (~15 min, "what changed?")
Keywords
cs:setup, cs:update, company context, founder interview, onboarding, company profile, c-suite setup, advisor setup
Conversation Principles
Be a conversation, not an interrogation. Ask one question at a time. Follow threads. Reflect back: "So the real issue sounds like X — is that right?" Watch for what they skip — that's where the real story lives. Never read a list of questions.
Open with: "Tell me about the company in your own words — what are you building and why does it matter?"
7 Interview Dimensions
1. Company Identity
Capture: what they do, who it's for, the real founding "why," one-sentence pitch, non-negotiable values. Key probe: "What's a value you'd fire someone over violating?" Red flag: Values that sound like marketing copy.
2. Stage & Scale
Capture: headcount (FT vs contractors), revenue range, runway, stage (pre-PMF / scaling / optimizing), what broke in last 90 days. Key probe: "If you had to label your stage — still finding PMF, scaling what works, or optimizing?"
3. Founder Profile
Capture: self-identified superpower, acknowledged blind spots, archetype (product/sales/technical/operator), what actually keeps them up at night. Key probe: "What would your co-founder say you should stop doing?" Red flag: No blind spots, or weakness framed as a strength.
4. Team & Culture
Capture: team in 3 words, last real conflict and resolution, which values are real vs aspirational, strongest and weakest leader. Key probe: "Which of your stated values is most real? Which is a poster on the wall?" Red flag: "We have no conflict."
5. Market & Competition
Capture: who's winning and why (honest version), real unfair advantage, the one competitive move that could hurt them. Key probe: "What's your real unfair advantage — not the investor version?" Red flag: "We have no real competition."
6. Current Challenges
Capture: priority stack-rank across product/growth/people/money/operations, the decision they've been avoiding, the "one extra day" answer. Key probe: "What's the decision you've been putting off for weeks?" Note: The "extra day" answer reveals true priorities.
7. Goals & Ambition
Capture: 12-month target (specific), 36-month target (directional), exit vs build-forever orientation, personal success definition. Key probe: "What does success look like for you personally — separate from the company?"
Output: company-context.md
After the interview, generate ~/.claude/company-context.md using templates/company-context-template.md.
Fill every section. Write [not captured] for unknowns — never leave blank. Add timestamp, mark as fresh.
Tell the founder: "I've captured everything in your company context. Every advisor will use this to give specific, relevant advice. Run /cs:update in 90 days to keep it current."
/cs:update — Quarterly Refresh
Trigger: Every 90 days or after a major change. Duration: ~15 minutes.
Open with: "It's been [X time] since we did your company context. What's changed?"
Walk each dimension with one "what changed?" question:
- Identity: same mission or shifted?
- Scale: team, revenue, runway now?
- Founder: role or what's stretching you?
- Team: any leadership changes?
- Market: any competitive surprises?
- Challenges: #1 problem now vs 90 days ago?
- Goals: still on track for 12-month target?
Update the context file, refresh timestamp, reset to fresh.
Context File Location
~/.claude/company-context.md — single source of truth for all C-suite skills. Do not move it. Do not create duplicates.
References
templates/company-context-template.md— blank template for outputreferences/interview-guide.md— deep interview craft: probes, red flags, handling reluctant founders
Recommended Agent Skills
Expand your agent's capabilities with these related and highly-rated skills.
business-growth-skills
4 business growth agent skills and plugins for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Customer success (health scoring, churn), sales engineer (RFP), revenue operations (pipeline, GTM), contract & proposal writer. Python tools (stdlib-only).
contract-and-proposal-writer
Contract & Proposal Writer
sales-engineer
Analyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.
customer-success-manager
Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success. Use when analyzing customer accounts, reviewing retention metrics, scoring at-risk customers, or when the user mentions churn, customer health scores, upsell opportunities, expansion revenue, retention analysis, or customer analytics. Runs three Python CLI tools to produce deterministic health scores, churn risk tiers, and prioritized expansion recommendations across Enterprise, Mid-Market, and SMB segments.
revenue-operations
Analyzes sales pipeline health, revenue forecasting accuracy, and go-to-market efficiency metrics for SaaS revenue optimization. Use when analyzing sales pipeline coverage, forecasting revenue, evaluating go-to-market performance, reviewing sales metrics, assessing pipeline analysis, tracking forecast accuracy with MAPE, calculating GTM efficiency, or measuring sales efficiency and unit economics for SaaS teams.
marketing-skills
42 marketing agent skills and plugins for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw, and 6 more coding agents. 7 pods: content, SEO, CRO, channels, growth, intelligence, sales. Foundation context + orchestration router. 27 Python tools (stdlib-only).
Didn't find tool you were looking for?