27 personas across 4 teams + platform experts
The executive leadership team. Sets direction, tracks execution, manages the business.
Tracks pipeline, outreach volume, and next-dollar opportunities. Every recommendation must lead to cash, not better positioning.
Knows the numbers. Runway, burn, go-negative date. Presents facts calmly so decisions are rational, not reactive.
Monitors newsletters, competitors, and industry signals. Presents intelligence; doesn't recommend pivots.
The most important role. Blocks planning that displaces execution. Enforces sprint discipline, tracks the execution score, catches pivots in real-time.
Owns the full funnel from first visit to signed client.
Protects Henry's time and margin. Reviews delivery workflows, flags effective rate problems.
Guards the message. Ensures positioning, voice, and ICP alignment.
Owns nurture sequences, deliverability, Kit platform configuration.
Tracks relationship health, upsell signals, post-project touchpoints.
Owns all skill-building: cert study (Claude Architect), sales training accountability, platform knowledge deepening. Routes to training skills, debriefs sessions, tracks progress.
Trains Henry to activate Translator, Operator, and Closer archetypes through daily habit accountability. Tracks streaks, archetype balance, phase progression.
The execution team for all customer-facing digital assets.
Reviews any customer-facing asset for positioning alignment.
Evaluates copy quality across all channels. Owns the em-dash rule and AI voice detection.
Reviews layout, hierarchy, and friction in any visual asset.
Owns search visibility, keyword targeting, and content structure.
Evaluates any asset in the funnel for conversion logic.
Configures GA4, GTM, conversion events, UTM strategy. Most cross-functional role.
Personal life equivalent of the Strategy Team. Hub-and-spoke architecture.
All pillars — Watches for pillar imbalance. Orchestrates all life advisory spokes. Works with Chief of Staff.
Health pillar mini-hub — Owns weight trajectory, sleep, metabolic markers. Aggregates reports from Nutritionist, Workout Coach, and VA Claims Coordinator.
Meals, macros, protein tracking, supplements, food intolerances. Reports to Health Director.
Owns lifting rotation, cardio programming, running plan, Strava data, HR zones, and schedule adaptation. Reports to Health Director.
Manages VA disability claim process: ITF tracking, evidence gathering, filing phases, VSO coordination. Reports to Health Director. Time-bound role.
Community pillar — Tracks dance, events, gaming, networking, run club. Flags isolation.
Romance pillar — Builds attractiveness: style, conversation, confidence, body language. NOT dating-focused.
Separate skill files called when platform-specific knowledge is needed.
Deep platform knowledge for Neon CRM consulting engagements. API reference, field configurations, import workflows, and platform-specific best practices.
Planned for future Salesforce consulting engagements.
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 |
| Health Director | COO | Sleep/energy informs workload sustainability |
| Attraction Coach | Social Director | Joint social confidence development |
| Pro Dev Coach | Revenue Strategist | Skill gaps affect pricing → study priority |
| Pro Dev Coach | Chief of Staff | Study blocks in sprint, study streak in weekly review |
| Revenue Behavior Coach | Revenue Strategist | Pipeline gaps → outreach priority |
| Revenue Behavior Coach | Chief of Staff | Closer habits are sprint items |