Pastor Mateo Rivera
Church Planter · Mosaic Community Church
Pain: Terrified of the IRS and buried in paper receipts.
Motivation: Speed & survival with an incorporation-in-a-box flow.
Payment ProcessingIncorporation WizardMarketing Studio
User Advisory Board
Personas
These eight personas guide product decisions so TrellisOS remains trusted, practical, and mission aligned.
Sarah Jenkins
Executive Pastor · Grace Valley Chapel
Pain: Burnout from chasing receipts and approvals.
Motivation: Efficiency & sanity through automated guardrails.
Two-Person IntegrityBudgetingVolunteer Mgmt
Dr. Marcus Thorne
Senior Executive Pastor · Elevation Heights Global
Pain: Liability and reputation risk at scale.
Motivation: Governance & risk management with audit trails.
Audit ReadinessBoard PortalKYB/KYC
Elena Vance
Field Director · Amazon Water Project
Pain: Spotty connectivity and cash-heavy operations.
Motivation: Offline-first workflows for global missions.
Offline-First SyncRestricted FundsInternational Money
Big Mike O'Malley
Shelter Director · Second Chance Shelter
Pain: Privacy-sensitive data without the tools to manage it.
Motivation: Privacy & impact tracking without admin burden.
Beneficiary TrackingInventoryPrivacy Airlock
Dr. Aris Thackery
Grant-Seeker · Future Scholars Initiative
Pain: Funding treadmill and constant proposal work.
Motivation: Growth & funding via AI-assisted grant writing.
Grant Writing AIImpact ROIGap Analysis
Capt. Linda Halloway
Disaster Responder · Rapid Response Corps
Pain: Chaos when donations and volunteers surge.
Motivation: Command & control for rapid deployment.
Skills-Based DeploymentRestricted FundsTipping Point Projects
Bishop David Ng
Network Leader · Kingdom Ventures Network
Pain: Oversight of 40 ministries with high risk exposure.
Motivation: Oversight & scalability with red-light alerts.
Fractional CFO EnablementFiscal Sponsorship LogicMulti-tenancy