{
  "schema_version": "RoleBriefV1",
  "role_key": "growth-marketer",
  "role_title": "Growth Marketer",
  "formData": {
    "companyName": "Harmoney",
    "websiteUrl": "https://harmoneysolutions.com",
    "marketerTypes": [
      "Growth Marketer"
    ],
    "industry": "Financial Services",
    "companySize": "11",
    "freeformRequest": "Harmoney, a 10-year-old subprime/non-traditional financial services company (multi micro loans + credit-building), needs a hands-on growth marketer to own both strategy and execution. Scope: build the full marketing infrastructure (funnels and customer journeys), lead the US go-to-market launch for the Credit Elevator product (expanding from Puerto Rico into the US mainland from a Miami base), expand digital channels beyond Meta into email, SMS, WhatsApp, and programmatic/geofencing, and drive conversion optimization. They receive ~3,000 leads/month but conversion is poor; goals are to lift conversion 10-15%, reduce CPL/CPA, shorten conversion time, and grow from ~300 sales toward 500+ as soon as possible. Reports directly to the CEO for now, later to a future CMO/marketing director."
  },
  "job_brief_markdown": "MarketerHire Brief - Harmoney Growth Marketer\n\n## Snapshot\n\n- **Company:** Harmoney is a subprime / non-traditional financial services company (10 years in market) providing multi micro loans and an accelerated credit-building program; it started in Puerto Rico and is now expanding into the US mainland from a Miami base.\n- **Need:** Strong lead volume (~3,000/month) but weak conversion, plus a US go-to-market launch needed for the flagship Credit Elevator product. They're behind on mid-year targets and want to move fast.\n- **Role:** A hands-on growth marketer who owns both strategy and execution across the full funnel and multiple channels.\n\n## What You'd Work On\n\n- Build the full marketing infrastructure: funnels, customer journeys, and a structured, scalable acquisition-to-conversion engine.\n- Lead the US go-to-market launch for Credit Elevator (a compound multi-loan/credit product) for the mainland market.\n- Expand digital channels beyond Meta into email, SMS, WhatsApp mass messaging, and stronger programmatic/geofencing.\n- Drive conversion optimization: lift conversion rate 10-15%, reduce cost per lead and cost per acquisition, and shorten the conversion cycle to grow from ~300 sales toward 500+.\n\n## Must-Have Fit\n\n- Full-funnel growth operator who can both strategize and personally execute campaigns and lifecycle flows.\n- Proven multi-channel expansion experience across Meta (Facebook/Instagram/WhatsApp), paid search, email/SMS, and programmatic/geofencing.\n- Conversion rate optimization and funnel-building expertise in a high-lead-volume, direct-response environment.\n- Comfort building marketing infrastructure and CRM/automation from a near-zero starting point.\n\n## Helpful Context\n\n- **Tools/channels:** Meta (FB/IG/WhatsApp), Google SEM, programmatic + geofencing, traditional media (radio, Telemundo). No CRM/marketing automation today—likely HubSpot or Salesforce to be stood up. Spanish-language market experience is highly relevant.\n- **Team/collaboration:** Works directly with the CEO/President (Yahairie Tapia) for now; there is one in-house creative content director and a boutique agency handling Puerto Rico. Would eventually report into a future CMO/marketing director.\n- **Success signals:** +10-15% conversion rate, lower CPL/CPA, faster conversion time, and sales growth from ~300 toward 500+ (proven track record of up to 1,600 sales historically in PR).\n- **Nice-to-haves:** Financial services / fintech / subprime lending background; experience helping structure and scale an in-house team over time.",
  "internal_notes_markdown": "## Internal Notes (Not Client/Freelancer Facing)\n\n### Role & Confidence\n- Role: Growth Marketer (heavy scope). CEO explicitly agreed the role fits (\"Yes. Perfect.\") after agent recommended GM over CMO (needs a doer, not just a director).\n- Confidence: high on role; scope is broad (funnel build, US GTM, multi-channel expansion, CRO, eventual team build).\n\n### Budget (EXCLUDED from public brief)\n- BudgetDecisionV3: Matching budget = NONE; basis = not_determinable; billing model = undetermined; currency USD; confidence high.\n- Agent quoted $12,000-$15,000/month all-in, \"most clients at this scope land around $13,000.\"\n- Client did NOT accept pricing. Yahairie: \"I cannot compromise any any investment, any budget if I don't see the scope from your site.\" Scope-before-budget posture.\n- Flags: provider_pricing_not_accepted, scope_before_budget, possible_adspend_confusion.\n- Auto-QTB: needs_review.\n- Cost-efficiency emphasis: wants to reallocate spend across channels, reduce cost, increase ROI, and reduce human-resource cost by building efficient structure.\n\n### Ad Spend (EXCLUDED from public brief; not a paid-media-only role)\n- Stated figures internally inconsistent: \"$12,000 for digital marketing and $50,000 per massive marketing... around everything $25 to $30,000 per month.\" Preserved as spoken; agent summarized as ~$25-30K/mo total. Separate from marketer fee.\n\n### Company / CRM Reconciliation\n- HubSpot verified: Company \"Harmoney\" (primary contact company \"Harmoney Financial\"), domain harmoneysolutions.com, industry FINANCIAL_SERVICES, size 11.\n- Transcript does NOT name the company. Not stealth/TBD, so used verified HubSpot name \"Harmoney\" per rules.\n- Conflict preserved: HubSpot lists both \"Harmoney\" and \"Harmoney Financial\"; do not invent a merged legal entity.\n\n### Timeline / Urgency\n- High urgency: behind on mid-year metrics. Currently ~300 sales on ~3,000 leads/month; wants 500+ ASAP.\n- Product driver: Credit Elevator live since end of 2022 (~3 yrs) but needs a properly structured US GTM launch.\n\n### POC / Reporting\n- Direct POC: Yahairie Tapia, CEO/President. She manages the relationship until a CMO/CDMO or marketing director is hired, at which point GM would report into that role.\n\n### Next Steps (agreed)\n- MarketerHire to send email recap and build scope jointly before any budget commitment.\n\n### Matching Rationale\n- Prioritize candidates with fintech/subprime lending or regulated financial-services experience.\n- Spanish-language market fluency valuable (PR + Telemundo + US Hispanic mainland expansion from Miami).\n- Must be hands-on execution + strategy; capable of standing up CRM/marketing automation from scratch and building lifecycle (email/SMS/WhatsApp) programs.\n- Multi-role note: single role only (Growth Marketer). CDMO/CMO mentioned as future hire, not scoped now."
}