Personas

# Personas (SME teams)

These personas are intentionally narrow and aligned to the bounded CRM MVP scope.

## Persona 1 — SME Owner / Sales Manager
- **Context:** Runs a small team, accountable for revenue and pipeline health.
- **Primary needs (MVP):**
  - Quick view of opportunities by stage.
  - Identify stuck deals and missing next steps.
  - Visibility into overdue follow-ups.
- **Key success signal:** Can run a weekly pipeline review from the dashboard and data is current enough to act on.

## Persona 2 — Sales Rep (Generalist)
- **Context:** Handles end-to-end sales motions and follow-ups; time-constrained.
- **Primary needs (MVP):**
  - Fast contact/company creation.
  - Track opportunities and move stages quickly.
  - A reliable list of tasks due today/overdue.
  - Notes that preserve context after calls.
- **Key success signal:** Uses the CRM daily because it reduces “where did we leave this?” moments.

## Persona 3 — Customer Service / Operations Coordinator (Lightweight follow-up)
- **Context:** Coordinates onboarding or post-sale follow-ups without a ticketing system.
- **Primary needs (MVP):**
  - Find the right contact/company quickly.
  - Add notes about requests and outcomes.
  - Create/assign tasks with due dates for commitments.
- **Key success signal:** Can track service commitments and handoffs using tasks/notes without separate spreadsheets.