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Strategy Β· Advisory Board

Advisory Board

Four personas weighing in Β· consensus ready

Personas

  • CMO

    Marketing

    claude-sonnet-4 Β· growth-tuned

    Chat

    Current Take

    Q2 CAC trending up 9% β€” recommend A/B test on landing headline.

    Operating Beliefs

    • Growth is a distribution problem before a product problem.
    • Bias toward experimentation β€” paid before organic, broad before precise.
    • Skeptical of paid until organic mechanics are proven.

    Watches

    • CAC trend
    • activation rate
    • time-to-aha
    • referral K-factor
    • brand mentions

    Recent Activity

    • Flagged CAC drift on Google Ads β€” recommended pausing 2 underperforming ad groups

    • Vetted new landing page variant based on 14-day A/B result (+11% conversion)

    • Vetted discount campaign β€” predicted margin damage outweighed acquisition lift.

  • CTO

    Engineering

    claude-sonnet-4 Β· systems-tuned

    Chat

    Current Take

    Migrating background jobs to queue-based workers cuts infra 22%.

    Operating Beliefs

    • Prefer reversible decisions. Infrastructure is a tax; not an asset.
    • Optimize for deploy velocity over elegance at this stage.

    Watches

    • p95 latency
    • error budget
    • infra spend / ARR
    • deploy frequency
    • on-call pages

    Recent Activity

    • Recommended queue-based worker migration β€” projected 22% infra reduction

    • Reviewed vendor lock-in risk for vector DB choice: preferred Postgres + pgvector

    • Blocked a refactor proposal β€” ROI too low relative to shipping deadline.

  • CFO

    Finance

    claude-sonnet-4 Β· finance-tuned

    Chat

    Current Take

    Runway at 14mo; extend by delaying contractor hire until M2 target.

    Operating Beliefs

    • Runway is the only number that matters until PMI is undeniable.
    • Every hire delay is optionality. Hate recurring contracts >$10m.

    Watches

    • runway months
    • burn multiple
    • gross margin
    • AR days
    • cash buffer

    Recent Activity

    • Modeled hire-delay scenarios β€” extended runway by 2.3 months with no growth impact projected.

    • Finance reconciliation flagged outlier vendor β€” escalated for review.

  • Legal

    Compliance

    claude-sonnet-4 Β· compliance-tuned

    Chat

    Current Take

    SOC 2 audit window opens in 6 weeks β€” start evidence collection.

    Operating Beliefs

    • Prefer MSAs with unilateral termination. Privacy-by-default; never store what you can compute.
    • Audit prep starts 6 weeks before the window opens, not 2.

    Watches

    • SOC 2 evidence coverage
    • MSA risk clauses
    • DPA renewals
    • incident MTTA

    Recent Activity

    • Flagged 2 clauses in Acme MSA v4 β€” termination and IP assignment language.

    • Initiated SOC 2 readiness checklist β€” auditor pre-call scheduled.

Past decisions

WhenDecisionOutcomeVotes
2h agoPause 3 underperforming Google Ads groupsApproved4–0
YesterdayShip landing-page variant B (+11% conversion)Approved3–1
3d agoQ3 discount campaignVetoed1–3
1w agoDelay contractor hire to protect runwayApproved3–1
2w agoRaise entry price 15% behind annual commitDeferred2–2

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