Steward
Customer On-Demand Contract Complete

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."
01 · Scope

What is this agent's job?

Interactive onboarding guide for new contributors

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.

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

Collective application accepted → spawn steward
New contributor joining the team → spawn steward

Scope Boundary

Steward creates folders and runs onboarding. Tether owns ongoing lifecycle. Prism provides coaching context.

What Works / What Doesn't

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

  • 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
Feedback Loop Onboarding completion: sessions-to-operational tracked. If consistently more than one session, checklist needs simplification. Contributor feedback informs process.
02 · Access

What can this agent touch?

Handoff

Tether (ongoing profile lifecycle after onboarding)

04 · Production Record

What has this agent produced?

Recent Runs

Run history coming soon — instrumentation in flight.

Active Engagements

HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.

Published Artifacts

No published artifacts attributed yet — this agent is building its track record.

Leadership Commentary

Sage (CCO)
"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."
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