“What was the moment this product clicked?” —
A marketing manager at a company with 20–150 employees who is responsible for the entire marketing function — content, email, social, paid, and now increasingly the CRM data that sales keeps asking about. They chose HubSpot or inherited it. They use more of it than anyone else at the company. They still feel like they're not using it right, even after two years.
What are they trying to do? —
What do they produce? —
It's Monday morning. The VP of Sales wants to know why Q3 lead volume was 20% below forecast. They need a report by EOD. The attribution in HubSpot doesn't match the attribution in Google Ads, which doesn't match what their CEO sees in Salesforce. They have three versions of the truth and no way to reconcile them before 5pm.
Is the primary HubSpot admin and main user. Their sales team uses HubSpot CRM but mostly looks at it through the Deals view and the activity feed. Has built 8 active workflows; knows exactly how 6 of them work. Sends 2–4 marketing emails per month and one newsletter. Runs paid ads outside HubSpot and tries to pull everything into UTM tracking. Has a contact list of 8,000; 20% is probably bad data and they know it. Has tried to get a HubSpot partner agency involved once. It was expensive and only partially helpful.
Pairs with `smb-sales-rep` for the marketing-sales handoff and lead quality feedback loop. Contrast with `enterprise-marketing-ops` for the sophistication gap between small and large teams. Use with `angry-customer` behavioral persona for designing re-engagement and win-back campaign flows.