The Story Hook
What's happening at Fairhaven Wealth Partners?
Mid-Atlantic HighTech Pod runs net outflow of ~$60M against a pod mean of +$28M inflow (-2.99σ). The concentration is on RSU-vesting tech-sector households cashing out, not macro rate flight.
The People
Three protagonists.
Hero Persona
Franklin Ayotunde-Krogh
Division President
"One pod. Mid-Atlantic HighTech. That is the walk — not a macro shrug."
Protagonist
Kalifa Van der Meulen-Silverstein
Pod Lead, Mid-Atlantic HighTech
"Give me the retention plan for the RSU-vesting households before they wire out."
Analyst
Sabina Fahrettin-Nowak
Sales-and-Service Analyst
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Pick this one
Ready to build?
In Beat 2 of the workshop, you'll pick Fairhaven Wealth Partners as your storyline. Claude Code has already read the semantic model, knows the personas, and understands the signal in the data. You describe the dashboard you want in plain English. It builds.