CJM - As-Is July 2026 Source-per-emotion

As-Is: the current path

How Priya runs employee wellbeing today, with the tools that exist, before Brio. The honesty rule here is research: every emotion and barrier stands on a real signal, and where none exists it stays [?], not a drawn face.

Focus

Priya, the Handed-It Operator (primary persona) x her main job.

"When I am handed responsibility for employee wellbeing with no HR training, I want a guided system that tells me what to run and when, so that I feel competent and the team actually benefits."

Source: user-research/docs/personas.md, user-research/docs/jtbd.md (Main Job).

As-Is Path

Seven phases drawn from Priya's real path to this job, not a generic Awareness-to-Retention funnel. Scroll the track sideways. Emotions and barriers are mined from public sources; the curve below plots them.

PHASE 1
Handed it
Goal
Understand what she now owns (Main + E1)
Emotion
negative 3
Barrier
Role assigned by default, not by design; no framework, no training
Touchpoints
Founder conversation (1:1, Slack, all-hands)
PHASE 2
Self-education
Goal
Learn what running wellbeing involves (J6)
Emotion
negative 3
Barrier
Advice assumes HR knowledge; no SMB-with-no-HR playbook
Touchpoints
Google search, blog and how-to articles
PHASE 3
Tool search
Goal
Find a self-serve tool she can start in an afternoon
Emotion
negative 4
Barrier
Demo wall, no transparent pricing, tools assume HR
Touchpoints
Competitor sites, [?] G2 / Capterra
PHASE 4
Improvise
Goal
Launch something without a guided engine (Main / J6)
Emotion
negative 3
Barrier
No guided engine; invents the process; setup friction
Touchpoints
[?] Google Forms / Typeform, Slack, spreadsheet
PHASE 5
Invite and wait
Goal
Get honest employee responses (J3 / J4)
Emotion
negative 4 - low point
Barrier
Employees distrust "anonymous," small-team inference; cannot reassure them
Touchpoints
Email / Slack invite, survey tool
PHASE 6
Read and interpret
Goal
Know if the team is OK and if it worked (J2 + E1)
Emotion
negative 3
Barrier
No plain-language read, no next action; only the already-well self-select in
Touchpoints
Survey-tool dashboard, spreadsheet
PHASE 7
Report to owner
Goal
Prove the people investment is paying off (J1 / J5)
Emotion
negative 3
Barrier
No honest team-level signal; must translate to finance language
Touchpoints
Manual summary, meeting or email with founder

Emotional Curve

The whole As-Is journey is net-negative, with no positive peak - that absence is the opportunity. Point style shows source confidence: a filled dot is first-person voice, a ring is a competitor-review proxy, a dashed ring is category source only (verbatim quote still [?]).

neutral 0 -4 low point 1 Handed 2 Self-ed 3 Tool 4 Improvise 5 Invite 6 Read 7 Report
First-person voice (phases 1, 2, 5, 6) Review proxy (phases 3, 4) Category only, quote [?] (phase 7)

Voices behind the curve

"I have no idea what to prepare for and am terrified... terrified of not being good enough and disappointing the CEO."

Phase 1 - operator handed a role, adjacent office-manager onboarding. Source: reddit.com/r/jobs/comments/3j25fx

"my dept only has 3 of us... we're not necessarily saying what we may want to." / "I always assume anything I put on a form at work is traceable back to me."

Phase 5, the low point - small-team anonymity distrust. Source: reddit.com/r/careerguidance/comments/194a2e3

"I assumed the programs were only there to harvest and sell employee's health information." / "Benefit for the staff isn't even an afterthought, but a veneer."

Phases 5-6 - employee skepticism of employer wellness. Source: reddit.com/r/jobs/comments/1bjelky

"The challenge reporting... the report output... could be amped up."

Phase 6 - weak reporting in a real tool. Source: Aubrey L. (HR Generalist), capterra.com/p/217589/Woliba/reviews
Method note. The Anthropic crawler is blocked by Reddit, LinkedIn, and Quora, so WebFetch could not read them. A Playwright real browser reached public old.reddit.com threads and closed most of the operator-voice gap. Residual [?]: a wellbeing-specific operator quote and phase 7 (proving ROI to the owner) - for user interviews. Full log: research/docs/research.md, "Doresearch for CJM."

Growth Zones

Five places where today hurts most and where Brio can win the competition. Each ties to a barrier above and a research gap. No solutions here - these are the candidates the To-Be map must close.

GZ1
Trust gate on participation (deepest low, best sourced). Employees distrust "anonymous," small-team inference; the operator cannot reassure them.
Gap: "no competitor addresses the small-group inference problem publicly" (only Culture Amp); privacy by architecture. Phase 5.
GZ2
Demo wall, no self-serve entry. Demo required, no transparent pricing; filters out the solo operator.
Gap: "no self-serve, no-demo-required tool for 10-50 employees" (Critical). Phase 3.
GZ3
No interpretation and no next action. Raw numbers, no plain language, weak reporting.
Gap: "aggregate signal always a reporting add-on"; aha = score plus interpretation plus next action (O6). Phase 6.
GZ4
No guided path, "invent the process." Accidental HR, no framework and no curated library; tools assume HR.
Gap: "no product explicitly designs for the absence of an HR team" (Critical); J6. Phases 1, 2, 4.
GZ5
No honest signal to prove ROI upward. No team-level signal for the owner; ROI cannot be measured.
Gap: "aggregate team signal always an add-on, never core value"; J1 / J5. Phase 7.
Multi-driver nuance (doresearch Q1): non-participation is driven by time (44%), interest (28%), and awareness (27%) more than by privacy alone. Privacy stays Brio's differentiator on GZ1, but low participation is multi-driver - the To-Be step 3 hits time and trust, while interest and awareness are separate levers.

The full claim audit, danger list, and risk register live on the To-Be page, Critique and Risks. Source docs: user-research/docs/cjm-as-is.md, cjm-to-be.md.