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

Before You Start

1. Read [docs/SETUP-PROMPT.md](../../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
• Primary services (1–5)
• Target clients (ICP summary)
• Competitors to monitor (name + URL)
• Content language
• Priority workflows

1. 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

1. 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.

1. 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

1. 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.

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.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: b2bforce
• Source: b2bforce/b2bforce
• License: MIT
• Homepage: https://www.b2bforce.ai/

Install and usage instructions live in the source repository linked above.