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Persona: Committee Buyer — Board Meeting Decision

non-critical   Property: ChurchWiseAI   Category: UX / Flow Tier: anonymous Persona: committee-buyer-board-meeting Touchpoint: /pricing and /faq

Preconditions

  • Visitor is committee member tasked with deciding between vendors
  • Presenting to board in 1 week, needs comparison
  • Evaluating ChurchWiseAI vs competitors (Twilio/RingCentral, custom chatbots)

Steps

#ActionExpected Result
1Land on pricing pagePlans clearly named and priced. Easy to copy prices into board comparison spreadsheet.
2Understand plan differencesFeature comparison table visible showing what each tier includes. Chat vs Voice vs Bundle clearly distinguished.
3Check what's included at each tierTool counts, response limits, agent types, voice minutes — all documented per tier. No surprises mid-purchase.
4Look for competitor comparisonFAQ or comparison page addresses alternatives (Twilio, custom solutions). ChurchWiseAI differentiators highlighted.
5Find SLA/uptime informationUptime commitment, support hours, escalation path documented. Board needs reliability assurance.
6Check contract terms visibilityNo long-term contracts mentioned. Month-to-month or annual with no lock-in. Cancel anytime messaging visible.
7Search for compliance certificationsGDPR, SOC 2, or similar compliance claims visible (if applicable). Board wants assurance.
8Verify onboarding processDays-to-live, training, support included clearly stated. Committee can present implementation timeline to board.
9Download or print comparisonPricing page printable or data exportable. Committee can prepare board presentation without manual re-entry.

Known Failure Modes

  • Feature differences unclear between tiers — committee unsure what to recommend
  • Competitor comparison missing — committee compiles own research (slow)
  • Contract terms hidden — board asks questions committee can't answer
  • Pricing printable but feature matrix not — presentation looks incomplete

References

Notes

Committee member tasked with vendor evaluation for board presentation. Needs: clear pricing, plan comparison, competitor context, contract terms, SLA info, compliance, implementation timeline. Must be presentable to board. Lifecycle tests don't cover this — they test usage, not comparison/selection.