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Guide · Agent skill

How to use the CEO Advisor agent skill: setup and examples

Updated · written with AI from the project's own documentation and checked against our catalogue data

CEO Advisor is an agent skill: a packaged set of instructions, reference documents and two Python scripts that an AI agent such as Claude can load to answer executive leadership questions. It is aimed at founders and small-company leaders preparing for board meetings or investor updates, executives comparing strategic options, and students or teams studying leadership frameworks. After this guide you will know how to install the skill, how to phrase requests so it triggers, and what it can and cannot do with your numbers.

CEO Advisoralirezarezvani/claude-skills · MIT

Quick start

  1. 1Download the ZIP. Download the ceo-advisor ZIP file from the directory page.
  2. 2Unzip into a skills folder. Unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder.
  3. 3Or upload in the Claude apps. In the Claude apps, go to Settings → Capabilities → Skills and upload the ZIP.
  4. 4Install Python 3 if you need scripts. Python 3 is required only to run the scripts in scripts/.
  5. 5Ask a leadership question. Describe your situation, stage and decision in plain language, using topics like board meetings or fundraising.
  6. 6Run a script with your numbers. Run the strategy analyzer or financial scenario analyzer and enter your own inputs.
  7. 7Verify before acting. Check the assumptions and confidence tags, then confirm high-stakes choices with a professional.

What the CEO Advisor skill makes the agent do

Once installed, the agent answers business leadership questions using structured frameworks. These cover strategic planning horizons by company stage, capital allocation priorities, board and investor preparation, culture development, and a go/no-go decision approach.

The skill also includes two Python scripts. One scores strategic options with weighted criteria. The other models base, bull and bear financial scenarios from numbers you supply. The reference documents are read on demand when the agent needs deeper material.

  • Strategic planning horizons: the skill suggests different time frames for seed, Series A and Series B+ companies.
  • Capital allocation: priorities run from keeping operations running, to protecting the core, growing the core, and funding new bets.
  • Board and investor preparation: board meeting prep, investor communication cadence and handling difficult directors.
  • Decision support: a go/no-go framework and a weighted decision matrix.

How to install the ceo-advisor skill

Download the ZIP file for the skill from the directory page. Then choose one of two ways to install it.

For Claude Code, unzip the file into your personal skills folder ~/.claude/skills/ or into a project's .claude/skills/ folder, so the skill folder sits there with its SKILL.md file. For the Claude apps, upload the ZIP under Settings → Capabilities → Skills.

  • Personal install: unzip into ~/.claude/skills/ to make the skill available across your projects.
  • Project install: unzip into .claude/skills/ inside a specific project folder.
  • Claude apps: upload the ZIP under Settings → Capabilities → Skills.

What you need before running it

The skill itself is instructions and documents. Only the scripts need anything extra: Python 3 must be installed to run the files in the scripts/ folder. The scripts take inputs you type or supply; they do not fetch any data.

The skill does not connect to your accounts, bank, CRM or any other data source, and it does not use the network. Company data has to be provided by you.

  • Python 3 installed on your machine, only if you want to run the scripts.
  • Your own company figures, such as revenue, costs and runway, provided manually.
  • No accounts or API connections are required.

How to trigger the skill with natural requests

The skill's description lists the situations it fits: planning strategy, preparing board presentations, managing investors, developing organizational culture, making executive decisions, fundraising, and requests that mention CEO, strategic planning, board meetings, investor updates, organizational leadership or executive strategy.

Plain requests with those topics are usually enough. Add context such as your company stage and the decision you face, since the skill uses stage-specific time horizons.

  • "Help me prep for next month's board meeting. We're a Series A SaaS company."
  • "We need to decide whether to enter the European market. Help me compare the options."
  • "Should we raise now or wait? Our runway is about nine months."
  • "Draft the structure of our quarterly investor update."

Use the scripts for scoring and scenarios

The Quick Start in the skill lists two commands. The strategy analyzer scores strategic options with weighted scoring. The financial scenario analyzer models base, bull and bear cases. Both are run from the skill folder with Python 3.

The reference decision matrix weights factors such as market size (25%), competition (20%), fit with core (20%), investment required (15%), risk level (10%) and timeline to profit (10%), each scored 1 to 10. You can use the same weights as a manual check on the script output.

  • Run: python scripts/strategy_analyzer.py (weighted scoring of strategic options).
  • Run: python scripts/financial_scenario_analyzer.py (base, bull and bear financial models).
  • Give the scripts your own inputs. Outputs are only as good as the numbers entered.
python scripts/strategy_analyzer.py python scripts/financial_scenario_analyzer.py

Safety notes: scripts, network and limits

The skill runs scripts and its metadata says it does not use the network. Read the scripts before running them if you want to confirm exactly what they do on your machine.

The scenario growth models are simple formulas. Treat their outputs as a structured thinking aid, not a forecast. The framework guidance is generic and is not tailored to your legal, tax or personnel situation.

  • Review the scripts in scripts/ before running them.
  • Do not use the outputs as accurate forecasts.
  • For binding financial, legal or personnel decisions, get professional advice.

Tips for better results

Give the agent specific facts: company stage, runway, headcount, the exact decision and the options you are weighing. Generic input produces generic framework output.

Ask for the output you need. The skill can produce a strategic options matrix, board narrative with anticipated questions, fundraising readiness assessment, decision framework, or CEO scorecard.

  • State your stage (Seed, Series A, Series B+) so time horizons fit your company.
  • Name the options you are comparing rather than asking for a general opinion.
  • Ask for anticipated board questions and data gaps before a meeting.
  • Check the confidence tags the output uses before acting on a finding.

What people use it for

  • Preparing a board meeting narrative with anticipated questions and data gaps.
  • Comparing strategic options with a weighted scoring matrix before a decision.
  • Drafting the structure of an investor update or fundraising readiness check.
  • Modelling base, bull and bear financial cases from your own assumptions.
  • Studying executive decision-making and leadership frameworks for a course or team session.

Frequently asked questions

How do I install the ceo-advisor skill?

Download the ZIP from the directory page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. In the Claude apps, you can instead upload the ZIP under Settings → Capabilities → Skills.

What do I need to run the CEO Advisor skill?

The guidance works without extra software. To run the two scripts in scripts/, you need Python 3. You also need to supply your own company data, because the scripts take manual inputs and do not fetch anything.

Is the CEO Advisor skill free?

The skill is released under the MIT licence, as stated in its metadata. Check the licence file in the source repository for the full terms.

Does the skill connect to my accounts or financial data?

No. The skill does not connect to your accounts or data sources and does not use the network. Any figures the scripts use must be entered by you.

Can I rely on the financial scenario outputs for forecasts?

No. The scenario growth models are simple formulas, so their outputs depend entirely on the inputs you give. Use them to structure thinking, not as accurate forecasts.

How does CEO Advisor compare with other ways of getting leadership advice?

The skill gives structured frameworks, a weighted scoring script and scenario modelling inside an agent workflow. It does not provide tailored advice on your specific facts, so it is a complement to, not a replacement for, a professional adviser.

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Our verdict

CEO Advisor suits founders and small-company leaders who want a structured way to prepare for board meetings, investor updates and strategic choices, and students studying leadership frameworks. It is a poor fit if you need verified company figures, accurate forecasts, or tailored advice for binding financial, legal or personnel decisions, where you should use a professional adviser instead.

Download the skill