Template to define your buyer persona

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Lucia Pons

Sep 22, 2022

Template define your buyer persona

We’re all aware of the importance of defining, identifying, and creating buyer personas. Yet, as our strategies develop, we often leave the fundamentals aside becoming more preoccupied with developing more intricate products or services for our campaigns.

To properly address this, we’ll share with you our tips to keep your buyer persona and target audience always updated! 😉

Let’s do an intro for the newbies. According to HubSpot (master of this topic), the definition of a buyer persona is a "potential semi-fictional representation of your ideal customer based on market research and real data about your existing customer". You need to create a buyer persona so that you can create tailored campaigns for inbound marketing and more.

If you don't have it clear check this Guide to Creating Buyer Personas For Your Business from Forbes.

EXTRA: Are you a fan of ChatGPT, check how it can help you define your buyer persona on this video!

Having your ideal buyer persona updated and compiled, which can take about 1 day each year, has many benefits for marketing and sales teams, some examples include:

  • Maintain Focus: it is quite easy to lose focus as our marketing efforts or product development (products and services) become more complex. Taking a look at your target market, different types of customers, and their interests more in-depth will help you outline your strategy and better define your buyer persona.
  • Adapt to new trends: people change, and your audience does as well. A buyer persona helps to discover new goals and challenges, channels, demographics, interests, or habits to design your campaigns.
  • New objections and pain points: challenging the fundamentals and speaking with clients, colleagues, or other sources, may provide you with valuable insights and feedback when creating buyer personas. Customers are trying to solve a problem and this can help you identify the needs of your many buyers.
  • Increase your customer engagement: What's holding them back? Wouldn't it be great if every firm you work with phoned you to get to know you better? Even if you only choose a few clients or conduct a survey, getting closer to your company's ideal customers will make them feel more engaged with your brand and help you create a customized marketing campaign.

Get inspiration from these examples from Semrush.


How do I start defining my buyer persona? 🙄

We knew you’d like it! To begin your research, we recommend that you define and identify buyer personas.

Create a questionnaire (here Hubspots 20 best questions) and set a strategy based on your available resources and content marketing strategy. This will allow you to ask the potential buyer /your perfect customer what is important to them.

You can use the information based on real-world data to research and create a target person for your sales and marketing needs.

We recommend meeting with your customers one-on-one. But, you may not have the time or resources to connect with your target customer. If not, you can build a general online questionnaire, gather information from articles, or ask your sales team for information. These are all great options to help you gather as much information as possible, make the process easier, and create your buyer persona.

Buyer personas are important they represent your ideal customer! It shouldn’t take so much time or effort! Keep it simple!

At Gretel, we conducted a personal survey with 30 clients and asked about the challenges they faced:

  • What is your role in the company/ your job title?
  • How many people are above you? And below?
  • What are your main goals?
  • How are you reaching your goals? / What are your main tasks?
  • What are your daily challenges? / What are your main pains at work?
  • How can we make this process easier for you?
  • What are your strengths and weaknesses?
  • What is your business agenda? / How do you manage your time?
  • How many tools do you use at work?
  • What tools do you use to detect trends?
  • What are your main sources for creating content?
  • What kind of customer support do you offer to your customers?

We encouraged our customers and buyers to tell us more about themselves. That way we can create marketing messages that resonate with them. With this one-on-one discussion, we were able to build a bond with our customers and get interesting quotes about Gretel as well as positive feedback. Feedback is always more than welcome 😌!

To choose the right questions, remember to tailor them to your specific needs. You don't have to ask for too much information from potential customers, but ensure you don't leave anything important out.

We’re not done yet, 😲 share our buyer persona with your team!

The final step is to make your buyer persona research documentation as well as challenges and pain points accessible to all members of your team. This is the most crucial step for any marketing department!

All investigations must be shared with the entire team and the company as a whole. Other departments may find value in our work. They may even offer valuable suggestions for improvement.

In order to organize all of this information, we created one buyer persona template in Notion with some buyer persona examples.

If you don’t work in Notion (which is okay, of course, but we strongly recommend giving it a try 😜), we are also sharing related articles with interesting templates:

Download your free our buyer persona template!

If you use Notion, define your buyer persona with our template and share it with your team.

Download the template
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Extra tip for masters: define your market target.

Are you done with your buyer persona? Why don’t you try your market targets analysis? 

This analysis focuses on the group rather than the individuals. For instance, we focus on the businesses where our buyer persona is employed to make it simple to distinguish between the type of business and the buyer persona's role.

Add this previous analysis to your to-do list whenever you feel you have buyer personas with similar environments that are necessary to distinguish from one another. This will give you the inspiration to start compiling info about your buyer persona.

Target market information is readily available online, and generally more comprehensive than the buyer persona data.

We leave you with our template to define your market target in Notion.

These two analyses will give you a clear idea of how to design your campaigns and which channels to begin experimenting with specifically. Hope you start using it and find value in bringing it into your game plan!

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