Customer Success Onboarding

Founder onboarding interview that captures company context across 7 dimensions.

Business & Ops / Executive Advisorybusiness-opsexecutive-advisory
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after

Same prompt, same agent — the only difference is the skill.

PromptSet up company context for my Claude AI advisor workflows
Beforegeneric AI agent
That sounds useful for getting Claude up to speed on your business. You'd want to document key information like your company mission, the problem you're solving, your target market, revenue model, and team structure. Some founders also include their current growth metrics and strategic priorities. It might help to write a few paragraphs summarizing each area, and then Claude can reference that context whenever you use advisor skills. Do you have any existing company documentation I could build from?
Afterwith Customer Success Onboarding
FOUNDER ONBOARDING INTERVIEW

Capturing context across 7 dimensions:

1. CORE MISSION & VALUES
   Q: What problem do you solve and why does it matter?
   A: We help mid-market marketing teams reduce content waste by 40% through AI-driven channel selection.

2. REVENUE MODEL & PRICING
   Q: How do customers pay and what's your current ARR?
   A: SaaS subscription, $500-2000/month per agency, $1.2M ARR, targeting $5M in 24 months.

3. COMPETITIVE LANDSCAPE
   Q: Who are your top 3 direct competitors and your differentiation?
   A: Hootsuite (broad but outdated), Buffer (simplistic), our edge is ML-driven channel matching with real-time performance.

4. CUSTOMER PROFILE
   Q: Describe your ideal customer avatar.
   A: Marketing directors at 50-500 person agencies, 3+ years experience, manage $500K+ in client ad spend.

5. GO-TO-MARKET & TRACTION
   Q: How are you acquiring customers and what's your current CAC/LTV ratio?
   A: LinkedIn outreach + partner channel, CAC $8K, LTV $42K, 11-month payback.

6. TEAM & ROLES
   Q: Core leadership and their responsibilities?
   A: 2 founders (product, sales), 1 engineer, 1 customer success, hiring for data science.

7. 90-DAY STRATEGIC FOCUS
   Q: What's your top priority?
   A: Close 5 enterprise pilots to validate product-market fit and inform Series A positioning.

Saved to: ~/.claude/company-context.md
All advisor skills now reference this automatically.

About this skill


name: cs-onboard description: Use when Founder onboarding interview that captures company context across 7 dimensions.

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. Use when setting up the C-suite advisors for the first time, or when company context is missing or more than 90 days old — e.g. after a fundraise or pivot.

What you get

  • Public GitHub repo (alirezarezvani/claude-skills)
  • the cs-onboard skill folder with SKILL.md. Part of a 337-skill / 30-agent / 70-command install.

Customize your output

  • Fork the repo and adapt the skill's instructions and references to your workflow.

Example output

Activates automatically when your request matches Cs Onboard; chains with the other skills, agents, and commands in the collection.

Best for

Creators, builders, and teams using Claude Code.

SKILL.md preview

SKILL.md
---
name: cs-onboard
description: Use this skill to run a founder onboarding interview capturing company context across seven dimensions for use by other C-suite advisor skills.
version: 1.0.0
category: Business & Ops / Executive Advisory
author: AgentVolt
license: proprietary
tags:
  - business-ops
  - executive-advisory
---

# Cs Onboard

Runs a structured founder interview covering seven company-context dimensions and writes the result to a shared context file that every C-suite advisor skill reads from.

## When to use

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