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Persona: Board Leader Mark — Technology Evaluator

non-critical   Property: ChurchWiseAI   Category: UX / Flow Tier: anonymous Persona: board-leader-mark-evaluator Touchpoint: /pricing and /

Preconditions

  • Visitor is a board member (retired business executive, ops chair)
  • Task: evaluate ChurchWiseAI for board approval
  • Evaluates on ROI, security, total cost, multi-role value, staff adoption

Steps

#ActionExpected Result
1Land on homepage from pastor's linkCopy addresses whole church value, not just pastors. Mentions staff, volunteers, office, ministry teams.
2Identify concrete capabilities (not vague AI)Specific features visible: 'Answers calls 24/7', 'Captures visitor contacts', 'Never miss follow-ups', 'Schedule coordination'
3Navigate to pricing pagePrices clearly visible as dollar amounts (e.g. $14.95/mo). Tier names present (Starter, Pro, Suite). No 'Contact Sales' required.
4Check multi-role value propositionPricing/features broken down by role: pastor uses voice/chatbot, office staff uses visitor tracking, volunteers use scheduling, board sees analytics.
5Look for security/compliance informationData handling policy visible. 'Enterprise-grade encryption' or similar messaging present. Privacy/terms links accessible.
6Check for ROI/case study evidenceCase study, testimonial from similar church, or metrics (e.g. '60% reduction in missed visitor contacts') visible.
7Search for annual pricingAnnual plan shown with discount (e.g. pay ~11 months, save 1 month). Cost comparison calculator available.
8Verify implementation/onboarding infoSetup time, support level, training availability mentioned. No surprise hidden costs.

Known Failure Modes

  • Copy only targets pastors — board member doesn't see value for whole church
  • Features vague or buzzword-heavy — evaluator can't understand concrete ROI
  • Pricing hidden behind 'Contact Sales' — can't present numbers to board
  • Annual pricing unavailable — can't calculate 3-year TCO for board approval
  • No security/compliance info — board flagged as risk

References

Notes

Mark (55, retired VP Ops) evaluates whether the church should buy ChurchWiseAI. Thinks in ROI, security, TCO, and multi-role value. Needs: pricing clarity, concrete capabilities, proof of church-wide value, security assurance, case evidence. Lifecycle tests miss this — they verify features work, not "should we buy?" See: brand.md, PRICING.md for messaging and pricing source of truth.