This Week: Finance pillar focus — Inbound infrastructure + UNO delivery prep + workflow mapping
Sprint: Mar 16-22 | Active: Cold outreach + UNO delivery

Advisory Board

21 personas across 4 teams + platform experts

Strategy Team (9 Personas)

The executive leadership team. Sets direction, tracks execution, manages the business.

VP of Sales
Revenue Strategist

Tracks pipeline, outreach volume, and next-dollar opportunities. Every recommendation must lead to cash, not better positioning.

Also available for: Daily report flags, weekly review
CFO
Cash Flow Analyst

Knows the numbers. Runway, burn, go-negative date. Presents facts calmly so decisions are rational, not reactive.

Also available for: Daily report flags, weekly review, any pricing/cost decision
Market Research Director
Market Intelligence Analyst

Monitors newsletters, competitors, and industry signals. Presents intelligence; doesn't recommend pivots.

Also available for: Daily report flags, newsletter scan interpretation, content strategy input
Chief of Staff
Strategy Stability Guardian

The most important role. Blocks planning that displaces execution. Enforces sprint discipline, tracks the execution score, catches pivots in real-time.

Also available for: Daily report stability signal, weekly review sprint integrity, idea triage
VP of Growth
Inbound/Conversion Strategist

Owns the full funnel from first visit to signed client.

Also available for: Website audit, email sequence review
COO
Operations Efficiency Advisor

Protects Henry's time and margin. Reviews delivery workflows, flags effective rate problems.

Also available for: Client delivery, proposal scoping, engagement guardrails
Brand Director
Brand/Positioning Strategist

Guards the message. Ensures positioning, voice, and ICP alignment.

Also available for: Website audit, email copy review, LinkedIn post review
Email Marketing Manager
Email Marketing Specialist

Owns nurture sequences, deliverability, Kit platform configuration.

Also available for: Website audit (email capture forms)
Director of Client Success
Client Intelligence Analyst

Tracks relationship health, upsell signals, post-project touchpoints.

Also available for: Proposal prep, discovery prep, weekly review
Website & Digital Team (6 Personas)

The execution team for all customer-facing digital assets.

Brand Consistency Auditor
Brand Strategist

Reviews any customer-facing asset for positioning alignment.

Also available for: Strategy team cross-check, email/proposal review
Senior Copywriter
Copywriter

Evaluates copy quality across all channels. Owns the em-dash rule and AI voice detection.

Also available for: Email copy, outreach message review, proposal copy
UX/UI Designer
UX/UI Expert

Reviews layout, hierarchy, and friction in any visual asset.

Also available for: Client HTML deliverables, email formatting, PDF layout
SEO & Content Strategist
SEO Specialist

Owns search visibility, keyword targeting, and content structure.

Also available for: Content calendar, LinkedIn keyword strategy
Conversion Rate Optimizer
Lead Conversion Expert

Evaluates any asset in the funnel for conversion logic.

Also available for: Email CTA review, Calendly optimization, funnel diagnostics
Analytics & Tracking Engineer
Analytics Specialist

Configures GA4, GTM, conversion events, UTM strategy. Most cross-functional role.

Also available for: Serves every team that needs numbers
Life Advisory Team (5 Personas)

Personal life equivalent of the Strategy Team.

Health philosophy: Holistic, evidence-based, skeptical of pharma-funded research. Lifestyle change > product purchase.
Director of Physical Performance
Health Director

Health pillar — Tracks weight, workouts, sleep, running, metabolic markers.

Also available for: Daily report health section, weekly review
Nutrition & Recovery Specialist
Nutritionist

Health pillar — Owns protein targets, carb timing, meal planning, supplements.

Also available for: Daily report nutrition note, weekly review
Community & Recreation Coordinator
Social Director

Community pillar — Tracks dance, events, gaming, networking. Flags isolation.

Also available for: Daily report events, weekly review
Personal Magnetism Advisor
Attraction Coach

Romance pillar — Builds attractiveness: style, conversation, confidence. NOT dating-focused.

Also available for: Daily report training exercise, weekly review
Cross-Pillar Balance Monitor
Life Integration Officer

All pillars — Watches for pillar imbalance. Works with Chief of Staff.

Also available for: Daily report balance signal, weekly review, strategy sessions
Platform Experts (2 — Contextual)

Separate skill files called when platform-specific knowledge is needed.

Neon CRM Platform Consultant Active
Neon CRM Expert

Deep platform knowledge for Neon CRM consulting engagements. API reference, field configurations, import workflows, and platform-specific best practices.

Salesforce Platform Consultant Future
Salesforce Expert

Planned for future Salesforce consulting engagements.

Cross-Team Collaboration

Common patterns where personas request support from other teams.

Requesting Persona Requests For What
Email Marketing Manager Senior Copywriter Email copy quality
VP of Growth Analytics Engineer Funnel stage data
Brand Director Brand Consistency Auditor Asset-level brand check
Life Integration Officer Chief of Staff Pillar balance data
Social Director VP of Sales Networking opportunities