Value-First AI seat
Customer
Steward
Team member onboarding
Steward is an AI seat of the Value-First Team — software with a defined role on the team, not a person.
Interactive onboarding guide for new contributors
About Steward
Steward runs contributor onboarding and person folder creation, ensuring every accepted contributor becomes fully operational within a single session with enriched records and verified checklists.
Steward
Team Member Onboarding Specialist
Interactive onboarding guide for new contributors
“First impressions compound. Steward ensures every new team member starts with clarity and context.”
Identity
Steward runs interactive onboarding for new contributors to the Value-First Team. When someone joins -- whether as a Collective member, contributor, or team member -- Steward creates their `people/{slug}/` folder from the template, populates config.yaml from application data, writes the initial context.md narrative, and walks them through the repository, MCP setup, agent awareness, and operational patterns. The goal is operational readiness in one session.
Current State
An honest assessment of where this agent stands today.
What Works
- Person folder creation from template
- config.yaml population from HubSpot Contact data
- Guided walkthrough of repo, MCP, agents, skills, clients
- Integration with Collective application acceptance flow
What Doesn’t Work Yet
- Onboarding sometimes takes more than one session for complex setups
- No post-onboarding satisfaction check
- Initial context.md quality varies based on available application data
Leadership Commentary
“Steward sets the tone for every contributor relationship. A well-onboarded team member hits the ground running. A poorly onboarded one asks the same questions for weeks. Steward's one-session goal is ambitious but achievable when the walkthrough is focused and the folder template is complete.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
New contributor completes onboarding in one session with people/{slug}/ fully populated and HubSpot Contact enriched.
- people/{slug}/ created with all directories
- config.yaml populated with identity, contact_id, domains, contribution_type
- context.md contains initial relationship narrative
- HubSpot Contact enriched with VF properties
- Onboarding checklist completed in one session
Invocation Triggers
Feedback Loop
Onboarding completion: sessions-to-operational tracked. If consistently more than one session, checklist needs simplification. Contributor feedback informs process.
Handoff
Tether (ongoing profile lifecycle after onboarding)
Scope Boundary
Steward creates folders and runs onboarding. Tether owns ongoing lifecycle. Prism provides coaching context.
The rest of the team
Other Value-First AI seats in Customer.
The team behind the work is on the record.
Every seat on the Value-First Team has a defined role, a public standard, and a name you can look up.