Firm context

Skill b2bforce/b2bforce/.agents/skills/firm-context

Skills + workspace for AI agents in B2B service firms

Install

npx -y skills add b2bforce/b2bforce --skill firm-context

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Create and maintain the firm profile for a professional service firm skills + workspace repo. Use when starting a new firm repo, onboarding, missing business context, or before any marketing/sales/intelligence skill. For competitor monitoring, see intel-competitor-monitoring.

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

3.2 KB, as published. Nobody here has run it

Firm Context

Hub skill for B2BForce. Establishes who the firm is before any other workflow runs.

When to Use

New B2BForce workspace — first task after clone
User says "set up my firm", "fill firm context", "onboard"
Another skill fails because workspace/firm/profile.md is missing or incomplete
User updates positioning, services, ICP, or competitor list

Before You Start

Read docs/SETUP-PROMPT.md for full bootstrap flow.
Use workspace/firm/profile.md as the primary context file.

Workflow

Create (first time)

Interview — ask (do not guess):
- Firm name, website URL, industry
- Primary services (1–5)
- Target clients (ICP summary)
- Competitors to monitor (name + URL)
- Content language
- Priority workflows
Write files:
- workspace/firm/profile.md — primary firm profile and context
- workspace/firm/services/{slug}.md — one minimal file per primary service
- workspace/intelligence/competitors/{slug}/!_profile.md — one per competitor
Website enrichment — if the user provided a website URL, run marketing-company-profile in enrich mode after the interview-based profile exists. If website/API access is unavailable, keep the manual profile and note that enrichment can be run later. Do not block setup.
Service file minimum — keep each service file short:
- service name
- one-sentence description
- who it is for
- main problem it solves
- expected outcome
- proof or notes if known
Sync README — update title to {Firm Name} — B2BForce Workspace.

Update (existing)

Read current workspace/firm/profile.md.
Apply firm-level changes to workspace/firm/profile.md.
Add/update/remove service files under workspace/firm/services/ as needed.
Add/remove competitor folders under workspace/intelligence/competitors/ as needed.

Output paths

Artifact	Path
Firm profile	`workspace/firm/profile.md`
Services	`workspace/firm/services/{slug}.md`
Competitors	`workspace/intelligence/competitors/{slug}/!_profile.md`

Related Skills

Skill	When
`intel-competitor-monitoring`	After competitors are listed — enable crawl pipeline
`marketing-company-profile`	Create, enrich, or refresh profile from website URL
`marketing-service`	Create/enrich/refresh service before ICP
`marketing-icp`	Generate ICP + personas from service context
`marketing-content-ideas`	Content calendar after ICP

Rules

Never ask for API keys — point user to .env.
Do not create data/firm.json unless a concrete tool needs machine-readable metadata.
Never commit data/firm.json if it contains private strategy.
English only for UI strings and file content unless user specifies another language in content_language.