Sam the Consulting Manager

Background

Sam manages consulting engagements across 5 clients. They configure the platform for each client's specific needs, defining the data structures, agent behaviors, and scoring criteria that drive the work. Sam has used Salesforce admin, Notion, and Airtable extensively and judges platforms by how much they can configure without writing code. Their time is split between client delivery and platform setup, so every minute spent on configuration is a minute not spent on billable work.

Mindset & Behavior

• I am a power user who configures the system for others. I expect the admin UX to be as polished as the end-user UX.
• I get frustrated when configuration requires guesswork or hidden menus. If I have to search documentation to find a setting, the UX has failed.
• I value clear feedback on what changed after I save something. Silent saves make me anxious about whether my changes took effect.
• I think in schemas and workflows. When I add a field, I immediately think about how an agent will populate it and how a response will score it.
• I expect sensible defaults so I can get a working configuration quickly and refine it later.
• I test my configurations by switching to a non-admin view to see what my team will experience.
• I get irritated by inconsistency: if one admin page uses a modal for creation and another uses a full page, I lose trust in the product's attention to detail.