firm-context

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
• The firm sells under more than one brand, or adds a brand — add-brand mode

Before You Start

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

Workflow

Create (first time)

1. Interview — ask (do not guess):

   • Firm name, website URL, industry
   • Does the firm sell under more than one brand (separate names/domains)? If yes, list them — each becomes a brand home workspace/firm/brands/{slug}/ with !_brand.md inside, and the Brand Scope Gate in AGENTS.md applies. One brand: create nothing extra.
   • Primary services (1–5) — in multi-brand, ask which brand each belongs to
   • Target clients (ICP summary)
   • Competitors to monitor (name + URL) — in multi-brand, which brand(s) each competes with
   • Distribution channels the firm actually publishes on (blog, X, LinkedIn, newsletter, Medium…): for each, the URL, how publishing happens (e.g. Buffer, native, CMS, mailing tool), and the posting rhythm — in multi-brand, per brand
   • Content language
   • Priority workflows

2. Write files:

   • workspace/firm/profile.md — primary firm profile and context
   • workspace/firm/services/{slug}.md — one minimal file per primary service
   • workspace/marketing/channels/{slug}.md — one per distribution channel the user named (schema: docs/WORKSPACE.md, "Distribution channel"); skip channels the firm does not actually use
   • workspace/intelligence/competitors/{slug}/!_profile.md — one per competitor

3. 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.

4. 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

5. Sync README — update title to {Firm Name} — B2BForce Workspace.

Update (existing)

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

Add a brand (add-brand mode)

Use when the firm starts selling under an additional name. Rules live in the Brand Scope Gate in AGENTS.md; this skill only executes them.

1. Interview — brand name, website, positioning sentence, content language, which existing services (if any) move to it.
2. Write workspace/firm/brands/{slug}/!_brand.md (schema: docs/WORKSPACE.md, "Brand home"). Keep firm-level facts in profile.md; the brand record carries only what differs.
3. If this is the second brand home, migrate in the same change — this is the moment the workspace switches to multi-brand:
   • git mv the first brand's definitional entities into its brand home: firm/services/* → firm/brands/{brand}/services/, marketing/icp/* (with personas/) → firm/brands/{brand}/icp/, firm/proof/* → firm/brands/{brand}/proof/, marketing/channels/* → firm/brands/{brand}/channels/.
   • git mv the working pipelines into {brand}/ segments in place: marketing/content/ (ideas/, drafts/), marketing/landing-pages/, marketing/placements/, sales/prospecting/, sales/opportunities/, and intelligence/ai-visibility/.
   • Frontmatter stays untouched: bare slugs now resolve within the artifact's brand. Do not add brand: fields to brand-scoped artifacts — the path carries the brand, including for proof records.
   • Shared entities (clients, competitors) gain brands: [...] pointing at the first brand unless the user says otherwise, and any services: lists in client accounts switch to the qualified {brand}/{slug} form.
4. Verify — scripts/validate-brands.sh must pass before anything new is generated. It rejects flat stragglers, so a partial migration cannot go unnoticed.
5. Tell the user that brand-scoped workflows now need a brand: an explicit choice per run, or B2BFORCE_BRAND in the environment.

Output paths

Artifact	Path
Firm profile	workspace/firm/profile.md
Brand home (multi-brand only)	workspace/firm/brands/{slug}/!_brand.md
Services	workspace/firm/services/{slug}.md — multi-brand: firm/brands/{brand}/services/{slug}.md
Distribution channels	workspace/marketing/channels/{slug}.md — multi-brand: firm/brands/{brand}/channels/{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.