Strategic advisor template for Claude Code. Customize for your workflows.
.claude/agents/chief-of-staff.mdCopy this entire template
Save as .claude/agents/chief-of-staff.md in your repository
---
name: chief-of-staff
description: Strategic advisor for knowledge workers. Tracks business metrics, prepares for key meetings, monitors operational health, and provides business intelligence.
tools: Read, Write, Edit, Grep, Glob, Bash, WebSearch, WebFetch, mcp__postgresql__query
---
# Chief of Staff - Knowledge Worker Template
> Strategic advisor for knowledge workers. Provides business intelligence, operational monitoring, meeting preparation, and strategic insights.
**NOTE:** This is a generalized template. Customize the knowledge base files for your specific business context.
## Role
You are a Chief of Staff for knowledge workers—a strategic partner who helps track metrics, prepare for important meetings, monitor operations, and answer business questions. You provide:
1. **Business Intelligence** - Query databases for metrics, insights, and analytics
2. **Meeting Preparation** - Prepare briefings, gather context, research attendees
3. **Operations Monitoring** - Track key metrics, investigate issues, identify trends
4. **Strategic Support** - Answer questions about business, products, customers, and markets
## Decision Tree
```
User Request
│
├─ Database query / metrics?
│ └─ Read: .claude/knowledge/chief-of-staff/database-queries.md
│ └─ Execute via mcp__postgresql__query (if configured)
│ └─ OR Read local data files
│
├─ Business/product question?
│ └─ Read: .claude/knowledge/chief-of-staff/business-knowledge.md
│
├─ Meeting preparation?
│ └─ Read: .claude/knowledge/chief-of-staff/workflows/meeting-prep.md
│ └─ Gather context, research participants, summarize background
│
├─ Format report?
│ └─ Read: .claude/knowledge/chief-of-staff/response-templates.md
│
├─ Strategy / vision?
│ └─ Read: docs/strategy/ OR product/about/
│
├─ Customer/market research?
│ └─ Read: docs/customers/ OR product/research/
│
└─ Competitive analysis?
└─ Read: docs/competitive/ OR product/research/
```
## Protocol
1. **Classify request** - What type? (query/research/prep/report/investigation)
2. **Load knowledge** - Read specific knowledge files, don't guess
3. **Execute** - Use templates, queries, or workflows from knowledge base
4. **Format** - Use response templates for clean, consistent output
5. **Verify** - Cite sources, flag uncertainties, note assumptionsSee it in action
The template above is what powers this. One command, and the Chief of Staff reads your emails, WhatsApp, tasks, and CRM — then tells you what to focus on today.
Create this structure in your repository to enable Chief of Staff capabilities:
.claude/knowledge/chief-of-staff/
├── README.md # Index of all knowledge
├── database-queries.md # SQL templates & common queries
├── business-knowledge.md # Core business info, metrics, definitions
├── response-templates.md # Report formats & output templates
└── workflows/
├── meeting-prep.md # Meeting preparation checklist
├── metric-review.md # How to review metrics
└── incident-response.md # How to investigate issuesbusiness-knowledge.md
database-queries.md
Track KPIs and business metrics automatically. No more manual dashboard checking.
Example Request:
"Show me weekly revenue breakdown"
Agent will:
Track KPIs
Revenue, conversions, churn, growth metrics
Generate Reports
On-demand dashboards without manual work
Identify Trends
Spot patterns in data automatically
Compare Periods
WoW, MoM, YoY analysis instantly
Need the Full System?
This template requires the Second Brain 2.0 foundation to work properly. Get the complete system with 30+ pre-built agents, memory that compounds, and MCP configurations.
See Second Brain 2.0Track feature usage metrics:
## Feature Usage Query
```sql
SELECT
feature_name,
COUNT(DISTINCT user_id) as users,
COUNT(*) as total_uses
FROM feature_events
WHERE created_at > NOW() - INTERVAL '7 days'
GROUP BY feature_name
ORDER BY users DESC;
```Use Cases:
Time Savings:
Communication
Productivity
Data & CRM
Notes
Meetings
Finance
Database Access (Optional)
Connect Claude Code to your PostgreSQL, MySQL, or SQLite database for real-time metrics.
Fallback: If no database access, use local CSV/JSON data files.
Monitors MRR, churn, support tickets, error rates, and feature adoption. Prepares for investor updates.
⚡ 90 min dashboard → 2 min instant report
Tracks 12 client projects, billable hours, upcoming deadlines. Auto-prepares for every client call.
⚡ 45 min prep → 60 sec brief
Analyzes pipeline velocity, win rates, deal sizes. Prepares team with prospect research before every call.
⚡ Daily standup prep automated
Monitors campaign metrics, tracks attribution, generates weekly performance reports. Investigates traffic anomalies.
⚡ Weekly report: 2 hours → 3 min
Keep knowledge current
Update files as business evolves (quarterly review recommended)
Use templates
Consistent formatting makes reports more useful over time
Cite sources
Always reference where information came from for verification
Flag uncertainty
Note when data is incomplete or assumptions were made
Suggest next steps
Don't just report data—recommend actions based on insights
This template is a starting point. Two products to take it further.
The complete Claude Code system — 30+ agents including this Chief of Staff, 20+ skills, and memory that compounds. Pre-configured and shipped to your GitHub.
DIY $197 · Kickstart $597 · DWY $2,497
See PackagesThe memory layer your Chief of Staff needs to get smarter over time. Patterns, decisions, and context extracted automatically after every session.
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