These personas come straight from the Training Needs Analysis. Every guide, video, and assessment is written to serve them, especially Maria and Alex, who have the furthest to travel. Names match the sample workspace used across all screenshots.
SMSarah Mitchell
Owner / Administrator
Goals
- See the health of the business at a glance
- Know the team is adopting CoreFlow
- Spend less time in tools, more with customers
Context & comfort
Frustrations
- Juggled several disconnected tools before
- Worries staff won’t actually use new software
How she learns
“Show me the payoff quickly. I’ll explore on my own once I trust it works.”
JCJames Carter
Operations Manager
Goals
- Run the day efficiently across locations
- Master shortcuts and Insights
- Become the internal CoreFlow champion
Context & comfort
Frustrations
- Impatient with hand-holding; wants depth
- Needs to train others without a playbook
How he learns
“Give me the quick reference and the shortcuts. I’ll go deep and then teach the team.”
MLMaria Lopez
Front-Desk Staff
Goals
- Check customers in and book without stress
- Not feel lost in front of a customer
- Know where to look when unsure
Context & comfort
Frustrations
- Never been formally "trained on software"
- Jargon and dense manuals lose her
How she learns
“Plain language and a picture of exactly what to click. Short steps I can follow live.”
AKAlex Kim
New Hire · Front Desk
Goals
- Reach confidence in days, not weeks
- Make a good first impression
- Know the daily routine cold
Context & comfort
Frustrations
- Everything is new at once on day one
- Doesn’t yet know what he doesn’t know
How he learns
“Give me a clear path and let me practice. Tell me when I’ve got it right.”
