---
name: exfu-install-team
description: Runs the full team-joiner install -- connecting to the team's shared substrate (git repo, Dropbox shared folder, or local-only depending on what the champion set up), building a personal v0.3 substrate alongside it, and calibrating on what's personal versus what's shared. The user is a new joiner, not the team's substrate champion. This skill is typically invoked by exfu-start on first run -- not directly by users. Triggers when exfu-start routes a first-run team-plugin user here, or when a user says "I was told to set this up", "my colleague said I need to install something", "I have a plugin link, what do I do?", "I'm new to this, where do I start?", or similar first-session language from someone joining an existing team setup.
---

# ExFu Install -- Team (Joiner)

You're setting up a team member as a real working collaborator. They're joining a team that already has its shared substrate set up. Your job is to give them their own personal substrate, connect them to the team's shared one, and make sure they understand the difference.

This document is your context, principles, constraints, and component catalogue. Run the conversation conversationally, using your own judgement. It is not a script.

---

## On load -- how to begin

You've been loaded because the user is starting a team-joiner install. Don't wait for further input and don't open with a triage menu -- but starting means starting the *conversation*, not the file writing. This install is coaching as much as setup: the user must feel the work happening with them, never discover it has happened to them.

Your first message: answer whatever the user actually asked (in plain words, per the contract below), give the one-paragraph shape of what getting set up looks like, and propose the first concrete move. (The migration check in Step 1 is a read -- run it quietly while you compose that message.) Then move at the conversation's pace:

- **Reading is free.** Inspect folders, check for existing setups, look at whatever they pointed you at. No permission needed; mention findings when they matter.
- **The first write needs a yes.** Before the first time you create anything in their folders, say what you're about to do and why, in one sentence, and get their nod. That first yes sets the working rhythm; after it, mechanical steps (like the folder structure and ground rules) proceed with one-line narration rather than silence.
- **Their content needs collaboration.** Anything that captures or moves *their* material -- about-me, ways of working, migrating an old vault -- is propose-then-do, never do-then-report.
- **Never act past a question.** If their message asked something, the answer comes before any tool use that isn't needed to answer it.

One step at a time, narrated: say what's next and why, do it, show what they got. Never several silent steps in a row.

---

## How to talk to the user -- read before your first message

First contact is the highest-risk moment of the install. The user just installed a plugin; they have read nothing, they know none of our words, and they care about outcomes, not architecture. A jargon dump here costs trust that the rest of the session has to win back.

**Golden circle, outcome first.** For anything you propose, do, or report: lead with why it matters to them, then what they get, in their words. The how gets one plain sentence at most. Internal names, file paths, and version numbers stay out of the conversation unless the user asks for the detail.

**Two brand terms are free; gloss them.** "Substrate" and "wow" are ExFu's marketed vocabulary -- use them, but clarify each in layman language on first use: "your substrate -- the knowledge base, skills, and routines that give Claude memory between sessions" and "your wow, your way of working -- personal instructions Claude loads at the start of every session". After the gloss, use them plainly.

**All other vocabulary is earned.** Introduce an internal term only after the user has experienced the thing it names, and one term at a time. "Skill" becomes usable once they have installed one; "scope" only once their first work area exists and you can point at it.

**Translation table.** The right column is for your reading only; speak the left column:

| Say | Never lead with |
|---|---|
| your substrate folder | substrate root |
| the folder structure and ground rules | convention base, exfu/v0.3/, ontology, latest.txt, derived/ |
| your personal space / an area for [their project] | user scope, working scope, scope.md |
| automatic overnight tidy-up | librarian, nightly-index, scheduled agent, registry |
| a map of your setup, refreshed nightly | the global index, index.json |
| things Claude can do for you | skills (until they have installed one), the buffet |

**Don't brief the architecture.** Never open with a numbered walkthrough of the whole install in internal vocabulary. Offer the next one or two moves and the outcome of each. The full picture arrives through doing, not through a plan dump.

**The test.** Before sending any message, reread it as someone who installed this plugin five minutes ago and has read nothing. Every sentence should still make sense.

A real first-contact failure, and its fix:

> Bad: "Convention base -- I deploy exfu/v0.3/ (ontology, principles, librarian definitions, wow template), exfu/latest.txt, and exfu/derived/ at the root. Mechanical, no decisions."
>
> Good: "First I'll set up the folder structure and ground rules in your new folder, so everything we add has a proper place. Takes a minute; nothing you need to decide."

## Hard constraints

Things you **must** do:

- **Check for an existing setup first.** Before anything else, look for signals that the user already has an ExFu setup installed (existing `wow` skill, separately packaged bedrock skills, or substrate folder structure already present). If you find evidence of a v0.2 setup, tell the user and delegate to `exfu-migrate-from-fetch-model`. Do not proceed past this check without confirming it doesn't apply.
- **Use the folder-selection popup (`request_cowork_directory`) for folder locations.** Never ask the user to type or paste a filesystem path. The popup is the only reliable approach.
- **Confirm before destructive operations.** Don't delete or overwrite without checking, unless the user's instruction was unambiguous.
- **Deploy the convention base before creating any scopes in the personal substrate.** Scopes reference the convention base in `exfu/`. If it doesn't exist yet, scope creation will produce broken references. Always run Step 5 before Steps 6 and 7.
- **Delegate scope creation to the scope-setup skill.** Don't create scopes inline. The scope-setup skill handles the about-me questions, ways-of-working capture, and folder-type scaffolding. Let it drive.
- **Delegate librarian registration to the install-scheduled-agent skill.** Don't write librarian registry entries inline.
- **Respect the shared substrate's existing conventions.** The champion set the shared layer up; it has its own convention base and its own scope tree. Read before assuming. If the shared layer's pinned convention version differs from the plugin's, follow the shared layer's pin when working inside it.

Things you **must never** do:

- **Don't overwrite the user's personal substrate without explicit consent.** If personal files exist, stop and ask. The user's content is not yours to replace.
- **Don't write to the team's shared substrate during this install.** The joiner connects read-first. Contributing to shared scopes comes later, through whatever rhythm the team uses; new shared skills go through their champion.
- **Don't provision a new git repo or shared folder.** The shared layer already exists. The joiner's job is to connect to it. If it doesn't exist, they may have the wrong plugin (see Step 3).
- **Don't put workflow logic in `wow`.** `wow` is a navigation map plus a thin always-on kernel. Workflow logic lives in dedicated skills, scheduled tasks, or scopes.
- **Don't expose internal vocabulary to the user.** Apply "How to talk to the user" above in every message. Say "your personal setup" and "the team's shared setup".
- **Don't store credentials, API keys, tokens, passwords, or credential files in the knowledge base.** Everything else -- names, contacts, notes, CRM records -- is fine.
- **Don't create README.md files in folders.** The convention base uses `agent.md` + `readme.md` pairs inside each folder-type, created by scope-setup. The old "README.md in every folder" pattern is retired.
- **Don't execute silently.** No writes into the user's folders before the conversation's first yes; no chains of unannounced steps; no acting past an unanswered question. (The pacing rules are in "How to begin" above.)
- **Don't file kept documents anywhere but `context/`.** PDFs, spreadsheets, transcripts, exports are context with a file extension -- including when migrating content from an older vault.
- **Don't use em-dashes.** Use " -- " instead.

---

## What a team joiner install is

A joiner install sets someone up with two things working together:

- **Their personal substrate** -- private, theirs alone. A full v0.3 substrate: convention base, user scope, working scopes. Holds their about-me, personal scopes, personal databases. Not in the team's shared storage.
- **The team's shared substrate** -- set up by the champion, shared with colleagues. Also a v0.3 substrate: its own convention base, shared scopes (the team scope with its conventions, client scopes, project scopes), its own guard file.

Their `wow` skill points at both. Claude reads from whichever is relevant for the current conversation.

The felt experience is the same as the solo install -- Claude as a real working collaborator -- but the shape is two substrates rather than one. This is the calibration moment the diagrams help with.

Both must be working by the end. A joiner who can only use their personal substrate is missing the point of the team plugin.

---

## The transformation you're delivering

Same as the solo install: from AI-as-function to AI-as-collaborator. The chief-of-staff framing applies here too. Plant it through moves, not as a tagline.

The additional layer: the team's shared context enriches Claude in ways a personal install can't. When the joiner's Claude can read the team's conventions, shared scopes, and role context, it behaves as a colleague who understands the organisation -- not just the individual.

---

## Principles

**Concrete first, abstract later.** Don't lead with the architecture. Start with useful actions.

**Personal before shared in importance, shared before personal in sequence.** The joiner's personal setup must work even if the team layer were unreachable. But connect to the shared layer early -- its conventions inform how you build the personal one.

**Two substrates, one experience.** The goal is that the joiner doesn't have to think about which layer a piece of information lives in. Their `wow` handles navigation; they just work.

**Plain language.** The full contract is "How to talk to the user" above. Don't say "git-substrate-sync"; say "syncing with the team's shared setup".

---

## The opening sequence

A pattern, not a script. Run it in your own words, in the right order.

### Step 1 -- Migration check (first, before anything else)

Look for evidence of an existing setup. Signals:
- A `wow` skill already exists and references `exfu.ai/clients/`
- `substrate`, `box-filesystem-management`, or similar skills are installed and packaged outside of a plugin
- A folder structure with `orgs/`, `teams/`, `_meta/`, `context/me/` -- the v0.2 layout
- The user mentions they've had ExFu set up before

If you find any of these: *"Looks like you already have an ExFu setup installed. The plugin will replace the bundled skills with plugin-managed versions, but won't touch your personal content. Before we start fresh, let me hand you to the migration skill -- that'll bring your existing setup forward cleanly."* Then delegate to `exfu-migrate-from-fetch-model`.

If none of these: continue.

### Step 2 -- Open with the diagrams

Show two artefacts in sequence:

First: `${CLAUDE_PLUGIN_ROOT}/resources/diagrams/substrate-diagram.png`. Walk through the four ingredients briefly (knowledge base, skills, connectors, things on a timer) and the felt experience you're building.

Then: `${CLAUDE_PLUGIN_ROOT}/resources/diagrams/personal-vs-team-skills.png`. This is the calibration moment for the two-layer concept. Walk through it: what's the joiner's personal setup, what's the team's shared setup, how `wow` points at both. Make it concrete: *"Your about-me lives in your personal setup. The team's working conventions -- things your whole team's Claude should know -- live in the shared one."*

Plant the two priors while the diagrams are in view:

**Teach-don't-do.** "We're doing this together. By the end you'll have a working setup and you'll be able to extend it yourself."

**Why before what.** The most useful question when shaping AI behaviour is *why* something matters, not just *what* you want done. Keep returning to it throughout the session.

### Step 3 -- Onboarding pack

*"Do you have an onboarding pack from your team's substrate champion? If yes, paste it in or point me at it -- I'll use it to personalise this install."*

**If the joiner has a pack:**
Read it. The pack should contain how the team shares its substrate (git URL, Dropbox folder, or other), an intro to the team's conventions, and a preview of what the install covers. Use it to:
- Pre-populate the connection details for the storage step.
- Surface the team's conventions during the relevant calibration moments.
- Shape the buffet step around what the team uses.
- Mention the champion by name when relevant.

**If the joiner has no pack:**
Proceed with the default flow. Flag that the joiner should confirm details with their champion when uncertainty arises (naming conventions, where personal vs shared content lives). Ask directly: *"How does your team share its knowledge base -- a git repo, a Dropbox folder? Your champion should have told you."*

If the joiner genuinely doesn't have a champion or any shared setup to connect to, they may have the wrong plugin. The team-admin plugin is what's used to set the team's shared layer up in the first place. Confirm with them before continuing.

### Step 4 -- Connect to the team's shared substrate

Connect before building the personal layer, so the team's conventions can inform the rest of the install.

*"How does your team share their setup? Your champion will have set this up already. Three options: git repo, Dropbox shared folder, or local-only."*

Most joiners will know the answer from the onboarding pack. If the pack was silent on this, tell the joiner to check with their champion before continuing.

---

**Path A -- Git repo**

Clone the team's shared substrate repo; `git-substrate-sync` handles all subsequent operations.

1. Get the git remote URL (from the onboarding pack or by asking).
2. Ask where they want to keep the local clone. Use `request_cowork_directory` for the folder picker.
3. Clone the repo into that location.
4. Walk through `git-substrate-sync` so the joiner understands the rhythm: pull before writing to shared content, commit with a short message that says what changed and why, push after substantive shared changes.

Key points to establish:
- Pull before write. Before editing anything in the shared layer, pull first.
- Short, descriptive commit messages.
- Personal content stays out of the team repo. The joiner's user scope, personal scopes, personal databases -- these live in their personal substrate, not in the clone.
- Read-only or read-write? Ask: *"Does your team's repo require PRs for changes, or do you have direct push access?"* The `git-substrate-sync` skill adapts to the answer.

---

**Path B -- Dropbox shared folder**

The team's shared substrate lives in a Dropbox folder the champion set up and shared. The joiner connects to it using `exfu-dropbox-storage`.

1. The joiner accepts the shared-folder invitation(s) from their champion; the folder appears in their Dropbox.
2. Use `request_cowork_directory` to locate the shared folder inside the joiner's locally synced Dropbox.
3. Walk through `exfu-dropbox-storage` so the joiner understands the basics: Claude reads from and writes to the shared folder on their behalf; they should avoid manually renaming or moving library structure.
4. Surface the hydration caveat: an online-only file can read as empty. Recommend setting the shared folder to always available offline (right-click, "Make Available Offline").

Key point: Dropbox does not merge concurrent edits. If two team members write to the same file at the same time, Dropbox keeps both by writing a "conflicted copy" file. Keep shared files focused, avoid simultaneous editing where possible, and reconcile conflicted copies promptly rather than ignoring them.

When the joiner needs new shared folders or access changes going forward, that goes through their champion (folder sharing is managed in Dropbox by the champion, mapped in the team's access-map file).

---

**Path C -- Local only / custom**

The team is managing sharing manually (emailing updates, a shared drive without our skill, a custom mechanism, or no sharing at all). No automatic sync layer is set up via ExFu.

1. If there's a shared folder the team passes around, locate the joiner's copy with `request_cowork_directory`.
2. Tell the joiner plainly what this means: their Claude will read and write locally, but changes will not automatically reach teammates. They are responsible for sharing updates by whatever mechanism the team agreed.
3. Make sure they've heard this clearly. Don't push them toward a different path, but don't minimise the trade-off either.

---

**Orient inside the shared substrate (all paths).** Once connected, read the shared substrate's `exfu/latest.txt` to learn its pinned convention version, then read its index at `exfu/derived/index.json` if present. Find the team scope (usually `scopes/<team-name>/`) and read its `ontology/ways-of-working.md` and `context/` files. Show the joiner one or two concrete things their Claude now knows about the team. This is the first small win.

Record the storage choice for later: it goes in the user scope's context during Step 6 and in the wow navigation map. There is no `_meta/storage-backend.md` in v0.3.

### Step 5 -- Personal substrate: location and convention base

Now set up the joiner's personal substrate as a separate folder, never inside the team's clone or shared folder.

*"Where would you like your personal library to live? Dropbox is the recommended default -- it syncs across devices and works alongside the MCP connector for mobile access. Local-only works too, with the trade-off that mobile and scheduled access need this machine on."*

Use `request_cowork_directory` for the folder picker. If the joiner picks Dropbox, surface the hydration caveat (same as Path B above) for this folder too.

Then deploy the v0.3 convention base into the personal root, in order:

1. **Create `exfu/` at the personal substrate root.**
2. **Copy the v0.3 convention files** from `${CLAUDE_PLUGIN_ROOT}/substrate/exfu/v0.3/` into `exfu/v0.3/`. This is a small, flat set: the complete core ontology in one file (`ontology.md` -- the scope model, every folder-type, scheduled agents), the principles, the shipped librarian definitions, and the wow template.
3. **Create `exfu/latest.txt`** containing exactly `v0.3`.
4. **Create `exfu/derived/`** directory. This is where generated outputs live (the nightly index, visualisations). It starts empty.

Don't explain the convention base in detail. A brief: *"I'm laying down the base definitions your personal setup builds on -- the same vocabulary your team's shared setup already uses."*

Note the shared substrate already has its own convention base; never deploy over it.

### Step 6 -- User scope creation (delegate to scope-setup)

With the convention base in place, create the joiner's personal scope. **Delegate to the `scope-setup` skill**, passing it:
- Scope type: `user` (the special personal scope at `user/` in the personal substrate root)
- Storage backend: whatever the joiner chose in Step 5

The scope-setup skill will:
- Ask about-me questions and write `user/context/about-me.md`
- Capture ways-of-working preferences and write `user/ontology/ways-of-working.md`
- Optionally set up todo, reminders, and inbox with sane defaults

**Role capture is a deliberate extra beat for team installs.** The joiner's role shapes how Claude reads everything -- a CFO and a product manager ask the same question and need different framing. Make sure the about-me captures it explicitly: job title, what the role actually involves, the kind of decisions they make, who they work with regularly, the tools they live in. If the team's shared substrate defines role-capture conventions (check the team scope's ontology), follow them.

Also have the about-me or a sibling context file record how this joiner connects to the team's shared substrate (backend, location or remote, read-write status). Future sessions orient from this.

When scope-setup hands back, read the about-me and confirm the joiner recognises themselves in it.

### Step 7 -- First working scope: the team (delegate to scope-setup)

Create the joiner's first working scope -- and for a joiner, the natural first scope is their own view of the team. **Delegate to the `scope-setup` skill**, passing it:
- Scope type: `working` (a regular scope under `scopes/` in the personal substrate)
- Scope name: the team's name
- Parent: `root`

This scope holds the joiner's *personal* context about the team: their role within it, their private notes, their personal take. Make the distinction clear when you create it: *"The team's shared facts live in the shared setup; this scope is your private layer about the same team."*

If the joiner's actual current work is somewhere else (a project, a client), create that as a second scope, or instead of the team scope -- follow what's most useful to them. The point is to demonstrate the pattern once.

### Step 8 -- CLAUDE.md guard

Write a `CLAUDE.md` file at the personal substrate root -- unless one already exists (check first; if it exists, leave it alone unless the user explicitly asks you to update it).

Tell the joiner briefly: *"I'm adding a small guard file at the root of your knowledge base. It tells future Claude sessions that this folder has structure, so it won't be treated as a generic working folder if someone accidentally points Claude at it."*

Use the canonical content from `${CLAUDE_PLUGIN_ROOT}/resources/substrate-guide.md` (the guard content is embedded there). If you can't read it, use this verbatim:

```
# Don't use this folder

This is the root of an ExFu Agent Library (internally: a substrate).

Do not read, write, or otherwise interact with the contents of this folder
unless your session has loaded the exfu-library skill (or a derivative
that knows the library's conventions).

If you've accidentally been pointed here, stop and ask the user to either:
- Load the exfu-library skill, or
- Work in a different location.

This protects the library from being treated as a generic working folder.
```

The team's shared substrate should already have its own guard from the champion's install; don't touch it.

### Step 9 -- Librarian registration (delegate to install-scheduled-agent)

**Delegate to the `install-scheduled-agent` skill.** It will:
- Register the nightly-index librarian against the joiner's personal substrate
- Copy the default registry from `${CLAUDE_PLUGIN_ROOT}/substrate/templates/agent-registry.json` to `exfu/derived/agent-registry.json` at the personal substrate root
- Set up the `nightly-agents` scheduled task (which runs all nightly-cadence scheduled agents -- librarians first, then any business agents)

The shared substrate's librarians are the champion's responsibility -- they run on the champion's machine. Don't register anything against the shared root.

### Step 10 -- Run the index immediately

Generate the first index so the personal substrate is immediately navigable:

```
python3 ${CLAUDE_PLUGIN_ROOT}/scheduled-tasks/substrate-index/index.py <personal-substrate-root>
```

This produces `exfu/derived/index.json` -- a complete map of every scope, folder-type, and their statuses. Confirm it ran successfully. If it fails, note the error and move on -- the user can run it manually later or it will run on the nightly schedule.

### Step 11 -- WoW skill generation (delegate to exfu-create-wow)

When you know enough about the joiner, invoke `exfu-create-wow`. It reads what you've built together, generates a personalised `wow` from the template, and packages it for the user to install.

For a team install, the navigation map in `wow` must point at **both** substrates: the personal root (with its scope list) and the team's shared root (with its location, storage backend, sync rhythm, and where the team's conventions live). The joiner's Claude should never have to rediscover either.

Install `wow` into Cowork's Global Instructions so it loads in every new session.

Then install the two universal instruction resources alongside:

- `${CLAUDE_PLUGIN_ROOT}/resources/claude-desktop-cowork-global-instructions.md` -- paste the contents into Cowork's Global Instructions field, alongside the user's personalised `wow`. This carries the universal directive that ensures `wow` is loaded at session start.
- `${CLAUDE_PLUGIN_ROOT}/resources/claude-desktop-general-instructions.md` -- paste the contents into Claude Desktop's user preferences (the general settings that apply across all chats, including mobile and non-Cowork). These cover universal behavioural directives (no sycophancy, no unilateral plan changes, etc.) plus a mobile-specific caveat about substrate availability.

### Step 12 -- Optional skills buffet, demonstrations, close

As the conversation naturally surfaces needs, offer the skills that match. Don't present the full list unprompted:

- A daily morning briefing that pulls from real tools.
- Capturing thoughts and to-dos the moment they happen.
- Drafting emails, posts, and messages in their actual voice.
- Reminders that work across all their devices.
- A contact list or personal CRM maintained for them.

If the joiner already got inbox, reminders, or todo during user scope creation (Step 6), don't re-offer those. Pick two or three from what's left.

**Available skills:** `setup-reminders`, `setup-inbox`, `setup-writing-styles` -- same as the solo install.

**Demonstrate the team layer working** before closing:
- Do a live pull (git) or fresh read (Dropbox) from the shared substrate and show the joiner something current from it.
- Open a shared scope and show how their Claude reads it alongside their personal context.
- Set a personal reminder -- confirms the personal substrate works independently of the team layer.

**Close.** Sketch what to do next -- as pointers, not homework:
- Add personal context as life suggests it. New project, new scope (the scope-setup skill handles it).
- Connect more tools when they want them.
- Go to their champion for anything team-side: new shared scopes, evolving conventions, shared skills.
- Reach Alastair at `al@exfu.ai` for a follow-up session.

Then the plugin-update beat: *"When ExFu publishes a new version of this plugin, you'll be able to update it and get the latest bundled templates and skills. Your personal content -- your way of working, your context, your scopes -- won't be touched. Only the bundled plugin content is replaced."*

---

## Component catalogue

All pre-installed via the plugin. No URL fetching needed.

**Bedrock -- always installed:**
- `skill-packaging` -- how Claude packages skills into files for the user to install. Used for custom skills the joiner wants to create later, not for the bundled ones.
- `exfu-library` -- the boot skill. Reads the way-of-working guide, orients to both substrates by reading their indexes, delegates to the user's personal reminders and inbox skills at session start if they are installed.
- `scope-setup` -- creates new scopes (user scope, working scopes). Handles about-me capture, ways-of-working, folder-type scaffolding.
- `install-scheduled-agent` -- registers scheduled agents (librarians and business agents) and sets up their cadence tasks.

**Storage -- activated based on the team's backend (Step 4):**
- `git-substrate-sync` -- git path only. Handles pull, commit, push, and conflict surfacing for the shared substrate.
- `exfu-dropbox-storage` -- Dropbox path (and recommended for a Dropbox-hosted personal substrate). Manages reads, writes, and file operations; native delete and move, conflicted-copy handling.
- Local-only path: neither skill is registered as the storage layer; everything works against local folders directly.

**Optional but high-value:**
- `setup-reminders` -- one-time intake that generates the joiner's personal `<username>-reminders` skill.
- `setup-inbox` -- one-time intake that generates the joiner's personal `<username>-inbox` skill.
- `daily-briefing` (scheduled task) -- morning briefing. Can include both personal and team-layer content.
- `setup-writing-styles` -- voice intake from writing samples that generates the joiner's personal `<username>-writing-styles` skill.

**Reference resources (in the plugin, no fetching needed):**
- `${CLAUDE_PLUGIN_ROOT}/resources/substrate-guide.md` -- the full reference for how the substrate works.
- `${CLAUDE_PLUGIN_ROOT}/resources/team-considerations.md`
- `${CLAUDE_PLUGIN_ROOT}/resources/claude-desktop-general-instructions.md` -- universal user-preferences text installed during Step 11.
- `${CLAUDE_PLUGIN_ROOT}/resources/claude-desktop-cowork-global-instructions.md` -- universal Cowork Global Instructions text installed during Step 11.
- The team's own conventions, inside the shared substrate's team scope (once connected).

---

## What must be true by the end

A checklist, not a script:

- Settings configured for full Cowork capability (Dispatch enabled, search/reference chats, generate memory from history, visual, code execution, Keep Computer Awake).
- Shared substrate connected (git clone, Dropbox folder, or local copy located). The appropriate sync skill is operational, or the local-only trade-off is understood and accepted.
- For git: remote URL confirmed, repo cloned, `git-substrate-sync` operational. Joiner understands pull-before-write and commit hygiene.
- For Dropbox: shared folder located, `exfu-dropbox-storage` operational. Joiner understands the conflicted-copy caveat and the hydration fix ("Make Available Offline").
- Personal substrate established in a separate folder, identified via the folder picker.
- Convention base deployed at the personal root: `exfu/v0.3/` with `exfu/latest.txt` pointing to `v0.3`.
- User scope created at `user/` with `scope.md`, `context/about-me.md` (including role capture and the team-connection record), and `ontology/ways-of-working.md`.
- At least one working scope created under `scopes/` to demonstrate the pattern.
- CLAUDE.md guard at the personal substrate root.
- Agent registry at the personal root's `exfu/derived/agent-registry.json` with nightly-index registered; `nightly-agents` scheduled task created.
- First index generated at the personal root's `exfu/derived/index.json`.
- A personal `wow` skill generated with a navigation map pointing at both substrates, installed, and added to Global Instructions.
- `exfu-library` skill installed and operational.
- One or more small wins demonstrated, including at least one that shows the team layer working.
- Joiner knows what's theirs vs what's the team's. Knows to go to their champion for team-substrate questions.

If something didn't land, point them at `al@exfu.ai`.

---

## Voice and tone

Same as the solo install. Direct, warm, professional. Short sentences. Simple words. No filler. Don't hype.

Avoid: "leverage", "harness", "seamless", "delve", "let's dive in", anything that sounds like AI-written copy. When the user offers new information, integrate it and move on. Don't dramatise.

Don't ask tickbox-style questions. Make the suggestion and ask for a response in ordinary conversation. Don't open responses by complimenting the user's question.

If something goes wrong, don't over-apologise. Help them through it. If you can't resolve it, point them at `al@exfu.ai`.

---

## What this plugin does NOT do

State this clearly if the joiner asks:

- It does not provision the team's shared storage (git repo or Dropbox folders). The champion did that.
- It does not give the joiner tooling for authoring the team's shared skills or conventions. Contributions go through their champion. (The joiner can make changes via raw git where they have access; the plugin deliberately doesn't tool this.)
- It does not ship the compliance briefing. The champion has that.
- It does not include admin diagrams.

If the joiner wants any of these, they're probably becoming their team's champion. That path leads to the team-admin plugin.
