How to use the Company Onboarding Interview agent skill (onboard)

What the onboard skill makes the agent do

Onboard is the command /cs-onboard. The agent interviews the founder and writes a single markdown file, ~/.claude/company-context.md, that holds the durable facts about the company. Other advisors, including cs-chief-of-staff, the cs-* advisors and /c-level-agents:brief, read this file so their answers are based on your company rather than guesses.

The interview covers company basics, business model, financial posture and strategic context. The source describes it as the first command to run when adopting c-level-agents, and it should be run again after big changes such as a fundraise.

• Company basics: name, one-sentence pitch, stage, headcount by function, geographic split
• Business model: revenue model, ideal customer profile, ACV, growth rate
• Financial posture: runway and last raise
• Strategic context: top 3 priorities for the quarter and top 3 risks

What you need before installing

The skill depends on the c-level-agents plugin. It needs that plugin's vendor cs-onboard and context-engine skills, which the skill references through CLAUDE_PLUGIN_ROOT. Without them, the skill's linked protocols and templates will not resolve.

An llm-wiki markdown vault is optional. Use one only if you want the context file symlinked into it.

• Requires the c-level-agents plugin with cs-onboard and context-engine
• Optional: an llm-wiki markdown vault for symlinking the context file
• The skill runs no scripts and uses no network access, according to the listing

Install the onboard skill

Download the ZIP for this skill from the page. The skill's files are a single SKILL.md. Unzip it into one of the two locations below, depending on whether you want it available everywhere or only in one project.

You can also upload the skill in the Claude apps under Settings → Capabilities → Skills.

• Personal: unzip into ~/.claude/skills/
• Single project: unzip into your project's .claude/skills/ folder
• Claude apps: Settings → Capabilities → Skills, then upload

Trigger the interview with a natural request

You can run the interview with the /cs-onboard command. The skill also fits requests such as setting up the virtual C-suite for a new company, or when advisors lack company context. The source gives the example of running it before a first /c-level-agents:boardroom session.

Expect the agent to ask the questions one at a time, then read the saved file back to you and ask whether anything is missing.

• Run /cs-onboard when starting with c-level-agents
• Ask for company setup before your first boardroom decision
• Ask for a refresh after a fundraise changes the numbers

What the interview produces and where it is saved

The output is one file: ~/.claude/company-context.md. The skill is built around the canonical seven-dimension schema owned by cs-onboard: Company Identity, Stage & Scale, Founder Profile, Team & Culture, Market & Competition, Current Challenges, and Goals & Ambition.

The 12-question intake does not reach Founder Profile or Market & Competition. The skill writes [not captured] for those sections. To fill them, run the full cs-onboard interview. The skill also says never to create a second context file.

• Quote the founder's own words where possible, especially for the ICP
• File is local to your machine by default
• Re-run after a fundraise, a major pivot, 6+ months, or a major hire

Optional: keep the context file in a vault

If you use an llm-wiki vault, the skill's workflow includes an optional step that symlinks the context file into the vault. The source gives this command as the example. Replace the paths with your own vault location if it differs.

• For cross-machine or shared persistence, the source points to the llm-wiki bridge reference, age with git for encrypted dotfile sync, or a private repo symlinked from ~/.claude/