User Personas

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Chris Do
Published
September 7, 2022
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Let's get to know your ideal client. Like really get to know your ideal client so you can: Understand their business challenges and pain points Know their desired future state Understand where they're hanging out (so you can go find them) Know exactly what to say on your website and in your marketing materials so they feel like you're talking directly to themWe're going deep with this one. If you already have your user persona draft from the 0 to 30K call, bring it and get ready to revise as needed! Additional Resources: https://www.archetypesinbranding.com/ https://iconicfox.com.au/brand-archetypes/

Building Effective Customer Personas

Purpose of Creating User Personas
- Create accurate profiles of target customer segments to deeply understand their needs, challenges, goals and pain points
- Tailor offerings, messaging and marketing to be highly relevant and valuable for specific personas  
- Gain insights on where to focus content, products and outreach for maximum impact

Step 1: Define Target Personas
- Segment customer base into relevant groups based on demographics, interests, behaviors
- Focus on defining 1-3 main personas to start - avoid spreading efforts too thin
- Create concise names and descriptions to represent each persona  

Step 2: Conduct Research on Personas
- Interview existing customers that fit each persona profile
- Ask open-ended questions to understand goals, challenges, typical days  
- Research jobs titles, industries to find pros/cons of their positions
- Cross-check data from multiple interviews to mitigate individual biases

Step 3: Map Persona Profiles
- Fill out template with persona details like demographics, education, goals
- But focus more on behavioral insights - what they do daily, where they spend time
- Note pain points, obstacles and how they currently try to solve those problems
- Skepticism can help avoid overly specific or unrealistic profiles

Step 4: Validate and Refine Personas
- Test personas by analyzing how well they reflect customer segments  
- Gather feedback from customers on how accurately personas represent them
- Refine profiles based on new research and insights over time as needed

Actionable Customer Persona Framework
Here is a step-by-step framework for creating an effective customer persona:

1. Define target customer segment(s)
2. Conduct research on customers through interviews
3. Synthesize research findings into persona profiles  
4. Validate profiles represent true customer needs and pain points
5. Refine personas regularly based on additional customer insights
6. Leverage personas to guide product development and marketing

This creates personas through in-depth customer understanding, then tests and evolves them to most accurately represent the target segments.

Applying Personas to Strategy and Operations
- Use personas when writing messaging, website copy and ads  
- Align offers, features and pricing to solving persona pain points
- Personas can guide roadmaps by prioritizing initiatives for target customers  
- Share personas across teams to keep strategy focused on customer value
- Revisit profiles frequently as customers and industries change over time

Crafting Customer-Centric Focus (3-5 Action Steps)
1. Schedule customer interviews to gain insights about top personas
2. Synthesize research findings into initial persona profiles
3. Test profiles by sharing with customers for feedback  
4. Revise profiles based on new customer understanding
5. Use personas to audit marketing strategy and product roadmap

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User Personas Worksheet
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