Persona
Data / File Types
Cluster part 1
Cluster part 2
Surprise
100

This person worries most about time wasted on custom integrations.

VP of Engineering / CTO

100

The file format many customers upload because it’s easy to edit in Excel.

CSV

100

In the Benefits cluster, what 3 types of employer benefit platforms are represented?

Fertility benefits for employers, HSA benefit platform, Mental health benefits platform, Insurance benefits

100

Name our flagship ESG customer.

Watershed

100
What is HL7?

industry standard for exchanging healthcare data. how certain healthcare companies share patient files with others

200

This person cares most about onboarding speed and time to value.

Head of Customer Success, Implementation, Onboarding

200

Data type often used for transactional logs or events.

JSON

200

In the HRTech cluster, name 3 employee management softwares that we have worked with.

Compensation management software
Performance management software
Payroll software
Employee management software
Workplace misconduct software

200

Which use case / file type has generated the most revenue for us in the Health Tech space?

Revenue Cycle Management
200

Name two large companies (our customers) that acquired a smaller company, which led to the deal with the larger company.

AMEX
Paylocity

300

This persona is responsible for evaluating tools that improve employee productivity and cross-team collaboration.

Product Leader

300

Name 4 file types that HR Tech deals with

Employee, Earnings, Timesheets, Compensation, Eligibility, Enrollment

300

In the Health Tech Cluster, give me 3 file types they deal with.

Patient, Employee, Invoices, Bills, Facilities, Procedures, Medications
300

Name the top 5 clusters

HRTech – 16 companies
FinTech – 13 companies
Vertical SaaS – 11 companies
ESG – 11 companies
Health Tech – 10 companies

300

How many closed on customers have we had across the timeline of our company?

510

400

This persona’s top concern is ensuring data accuracy for reporting and compliance.

Operations Manager (or something of the sort)
Head of Data (or any data leader)

400
Name 5 file types that POS / Retail Tech handles.

Items, Invoices, Barcodes, Reservations, Guests, Menus, Prices, Suppliers, Products, SKUs, Orders

400

What was the failure rate of Personio's in-house importer solution?

46%

400

Name the only platform we have had a use case for within CRM companies

CRM for Gmail

400

Who is our customer with the single largest deal and what is the ACV (not including expansions)?

Creditsafe $170,000

500

This persona cares most about security and compliance, such as SOC2, ISO27001, and Security Questionnaires.

CISO, Head of Security, CIO anything of the sort

500

What cluster contains the following files: Drivers, Trailers, Loads, Trucks, Routes, Crews.

Supply Chain / Logistics

500

What are the two accounting platforms Ramp needed to migrate files from?

Netsuite and Quickbooks

500

In the EduTech cluster, name 2 use case descriptions.

Transportation SaaS for school districts
MTSS / RTI platform for school districts

500

What is my middle name? Start with a W.

William

M
e
n
u