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Owner: Chief of Staff · Advisory Team Flags →
This Week: Portal audit + Neon persona enforcement + Review queue live test
Sprint: Mar 28 | Active: UNO delivery + system cleanup + outreach

Active Flags

Revenue Strategist (VP of Sales)
Zero outreach. Zero cold emails (target 5/day starting Mon). UNO Training 1 delivered. Training 2 Apr 1. $1,250 remaining on engagement.
Cash Flow Analyst (CFO)
$1,429 cash. Kit $390 renewal in 3 days (Mar 31). Post-Kit ~$1,039. Go-negative late April without new revenue.
Strategy Stability Guardian (Chief of Staff)
Sprint integrity LOW. 10+ Must Do items not started. Sprint ending with most tasks incomplete.
Health Director (Director of Physical Performance)
Sleep 4.8h (poor). HRV 39ms. RHR 67. Steps 5,826. REST today. VA enrollment overdue since Mar 20.
Revenue Behavior Coach (Director of Revenue Enablement)
Phase 1, all streaks 0. 5 days with no activity. Start problem listening today.
Security & Infrastructure Advisor (CISO)
Tier 1 checks — security audit completed earlier this week. No open items.
Flags updated by daily report · Full personas below

Advisory Team

28 personas across 4 teams + platform experts

Advisory Team Hierarchy
Henry Montoya
Strategy
12 personas
Core 4:
VP of Sales (Revenue Strategist)
CFO (Cash Flow Analyst)
Market Research Director
Chief of Staff (Strategy Stability Guardian)
Domain Experts:
VP of Growth
COO (Operations Efficiency)
Brand Director
Email Marketing Manager
Director of Client Success
Director of Professional Dev
Director of Revenue Enablement
Security & Infrastructure Advisor
Website
7 personas
Brand Consistency Auditor
Senior Copywriter
UX/UI Designer
SEO & Content Strategist
Conversion Rate Optimizer
Analytics & Tracking Engineer
Ops Portal Director
Life Advisory
7 personas
Life Integration Officer (hub)
↳ Health Director (mini-hub)
↳ Nutrition & Recovery Specialist
↳ Personal Trainer & Movement Coach
↳ VA Claims Coordinator
↳ Community & Recreation Coordinator
↳ Personal Magnetism Advisor
Platforms
On demand
Neon CRM Platform Consultant
Salesforce Platform Consultant (future)
Click a team to jump to its full roster. Personas can be borrowed cross-team.
Strategy Team (12 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
Director of Professional Development
Professional Development Coach

Owns all skill-building: cert study (Claude Architect), sales training accountability, platform knowledge deepening. Routes to training skills, debriefs sessions, tracks progress.

Also available for: Daily report study nudge, weekly review progress, skill-audit gap translation
Director of Revenue Enablement
Revenue Behavior Coach

Trains Henry to activate Translator, Operator, and Closer archetypes through daily habit accountability. Tracks streaks, archetype balance, phase progression.

Also available for: Daily report Closer Check, weekly review archetype balance
CISO
Security & Infrastructure Advisor

Owns macOS hardening, MCP security, API key management, npm supply chain, home network, and client data compliance. Produces ACTION ITEMS with deadlines, not FYIs.

Also available for: Newsletter scan security items, security review skill, infrastructure decisions
Website & Digital Team (7 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
Ops Portal Director
Ops Portal Director

QA gate for ops.rakvia.com. Owns nav consistency, data freshness, deploy verification. No portal deploy ships without sign-off. Created after repeated unverified changes shipped broken.

Also available for: Any portal deploy, daily report portal data refresh, Playwright verification
Life Advisory Team (7 Personas)

Personal life equivalent of the Strategy Team. Hub-and-spoke architecture.

Health philosophy: Holistic, evidence-based, skeptical of pharma-funded research. Lifestyle change > product purchase.
Hub-and-spoke architecture (Mar 2026). Specialist triggers route directly to spoke skills (~2K tokens). Board triggers route to the hub which orchestrates all spokes.
Cross-Pillar Balance Monitor
Life Integration Officer

All pillars — Watches for pillar imbalance. Orchestrates all life advisory spokes. Works with Chief of Staff.

Also available for: Daily report balance signal, weekly review, strategy sessions
Director of Physical Performance
Health Director

Health pillar mini-hub — Owns weight trajectory, sleep, metabolic markers. Aggregates reports from Nutritionist, Workout Coach, and VA Claims Coordinator.

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

Meals, macros, protein tracking, supplements, food intolerances. Reports to Health Director.

Also available for: Daily report nutrition note, weekly review
Personal Trainer & Movement Coach
Workout Coach

Owns lifting rotation, cardio programming, running plan, Strava data, HR zones, and schedule adaptation. Reports to Health Director.

Also available for: Daily report training note, weekly review
VA Claims Coordinator
VA Claims Coordinator

Manages VA disability claim process: ITF tracking, evidence gathering, filing phases, VSO coordination. Reports to Health Director. Time-bound role.

Also available for: Weekly review VA status
Community & Recreation Coordinator
Social Director

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

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

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

Also available for: Daily report training exercise, weekly review
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
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