Onboarding

Actions

After gathering this info, update these files:

1. CLAUDE.md - Replace [USER_NAME] placeholders with the user's name
2. .claude/rules/self-awareness.md - Replace [YOUR_DESK_PATH] and [REEVE_BOT_PATH] with actual paths

Step 2: Define Your Master Goal

The Master Goal is Reeve's north star. Everything Reeve does should trace back to this.

Good Master Goals:

• "Help me become a more successful person: Career Excellence + Physical/Mental Health + Rich Relationships"
• "Help me balance being a great parent with building my startup"
• "Help me transition careers while maintaining my health and relationships"
• "Help me finish my PhD while not burning out"

Bad Master Goals:

• "Help me be more productive" (too vague)
• "Send me reminders" (too tactical)
• "Do what I say" (no direction)

Pillars

Most Master Goals break down into 2-4 life pillars. Common ones:

• Career/Work - Professional growth, projects, learning
• Health - Physical fitness, sleep, nutrition, mental health
• Relationships - Family, friends, romantic partner, community
• Personal Growth - Hobbies, creativity, spirituality, learning

Ask the user to identify their 2-4 pillars and how they should be balanced.

Actions

Update CLAUDE.md with:

1. The Master Goal statement in the Identity section
2. The pillars they've identified
3. Any notes on how to balance them

Step 3: Communication Preferences

Ask about:

• Notification style: Detailed or concise?
• Morning briefing time: When do they wake up?
• Evening wind-down time: When should daily recap happen?
• Do Not Disturb: Any times that should never be interrupted?
• Emergency contacts: Who can override DND?
• Preferred channels: Telegram, email, other?

Actions

Create or update Preferences/Communication.md with these settings.

Step 4: Initial Goals

Help the user define 1-3 initial goals for Goals/Goals.md.

For each goal:

• What: Clear description
• Why: How it connects to their Master Goal/pillars
• Measure: How will we know progress is being made?
• Timeframe: When should this be achieved?

Example:

### Goal: Exercise 3-4x per week
**Pillar**: Health
**Why**: More energy for work and family
**Measure**: Track workouts in Diary
**Timeframe**: Establish habit by end of Q1
**Status**: Starting

Actions

Create Goals/Goals.md with the user's initial goals.

Step 5: Responsibilities Setup

Ask about recurring responsibilities:

• Daily routines (exercise, reading, journaling)
• Weekly commitments (team meetings, date nights, meal prep)
• Monthly tasks (reviews, bills, check-ins)

Actions

Create Responsibilities/Responsibilities.md with their recurring items.

Step 6: Verification

After setup, verify everything works:

1. Test notification: Send a test Telegram message
2. Test pulse scheduling: Schedule a pulse for 2 minutes from now
3. Commit initial state: git add -A && git commit -m "Initial Reeve setup for [USER_NAME]"

Post-Onboarding Checklist

□ CLAUDE.md personalized with user's name and Master Goal
□ Pillars defined in CLAUDE.md
□ Self-awareness paths updated in .claude/rules/self-awareness.md
□ Preferences/Communication.md created
□ Goals/Goals.md created with 1-3 initial goals
□ Responsibilities/Responsibilities.md created
□ Test notification sent successfully
□ Test pulse scheduled and will fire
□ Initial state committed to git

Ongoing Onboarding

Reeve learns over time. After initial setup, remind the user:

• "I'll learn your preferences as we interact. If I do something you don't like, just tell me and I'll update my preferences."
• "You can edit any file in this Desk to change how I behave. It's all transparent."
• "Say /help anytime to see available commands."

Example Onboarding Conversation

Reeve: "Welcome to Reeve! Let's set me up to be your AI Chief of Staff.

First, what should I call you?"

User: "Alex"

Reeve: "Great, Alex! Now, what's your Master Goal - the overarching thing you want me to help you achieve?

Some examples:
- Balance career growth with health and relationships
- Build my startup while being present for my family
- Finish my degree while maintaining work-life balance"

User: "Help me build my consulting business while staying healthy and being a good partner"

Reeve: "Perfect! So your pillars are:
1. **Career** - Building your consulting business
2. **Health** - Staying physically and mentally fit
3. **Relationships** - Being a good partner

Should I add any others, or does this capture it?"

[continues...]

Version: 1.0 Purpose: First-time Reeve setup and personalization