Personas – Who are the people we work with?

Personas represent the key decision-makers, influencers and users within target customers. These are highly detailed profiles of the different buyers, users, and stakeholders who engage with the company’s product or service.  Personas help align marketing, sales, and product development efforts by providing a shared understanding of customer needs, pain points, and decision-making processes. A well-defined set of personas ensures that messaging and product features resonate with the right audience.

I require these to be shared objects across the ENTIRE company.  Some functional areas will argue (vociferously) for their own Personas - like one set for sales and marketing, one for product, one for CS, etc.   In my experience, though, that just creates confusion and misalignment and doesn’t really get much better “fit” in terms of either how you go to market or how people us the product.   I’d much rather have a slightly longer list of well-defined, aligned personas then multiple department specific set.  You will have to include in the persona definition, however: 

  • Department specific behaviors and considerations - example how they behave in the sales process and how they behave in using the app
  • Keep the various functional groups aligned on the personas
  • Hold the line on not breaking them out further.

We like to capture a lot of data about personas and do so in a rich fashion. We typically like to understand all the following items:

NameData TypeDescriptionNotes
Age RangeMultiselect OptionRange of ages<18,18-24,25-34,35-44,45-54,55-64,65 or older
Education LevelMultiselect optionHighest level of education attained (e.g., Bachelor's, Master's)High School Diploma or Equivalent
Some College or Associate's Degree
Bachelor's Degree
Master's Degree
Doctoral Degree (Ph.D.)
Postdoctoral Training
Vocational or Technical Training
Other (please specify)
Income LevelMultiselectPersonal incomeEntry-level (<$50,000)Mid-level ($50,000-$100,000)Senior-level ($100,000-$150,000)Executive-level (>$150,000)
TitlesArrayList of titles and title variations for this roleLLM prompt - Please provide as many sample titles for this roles as possible
Experience LevelIntegerYears of experience in their field or roleEntry-level: 0-2 yearsEarly career: 2-5 yearsMid-level: 5-10 yearsSenior-level: 10-15 yearsExecutive-level: 15-20 yearsVeteran: 20+ years
Job ResponsibilitiesStringCouple of paragraphs describing the role of the person 
ManagerBoolenThis person oversees the work of other people 
DepartmentStringCommon names for their team or organizational department 
SkillsHTMLFormatted text description of the skills this person has 
Pain PointsHTMLChallenges or problems faced in current job.   This is not specific to our product or service and is general to their job as a whole. Formatted text with a bullet list or other description of their goals 
GoalsHTMLWhat they are trying to achieve in their job.   This is also not specific to our product or service and is general to their job as a whole. Formatted text with a bullet list or other description of their goals 
Solution Relevant Pain PointsHTMLSpecific tasks or areas where they struggle that relate to our product or service.   This could be a subset of the general Pain Points or a more nuanced combination of the business problems we solve in the context of their job 
Solution Relevant GoalsHTMLSpecific things they are trying to get done that relate to our product or service. 
Current SolutionsHTMLTools, software, or processes currently used to accomplish goals currently that relate to our product or service 
Switching CostsHTMLA description of the costs associated with switching from their current solution to ours 
Unsatisfied WithHTMLAspects of current solutions that are unsatisfactory w/r/t what they are trying to accomplish 
Ideal OutcomeHTMLDesired outcome or results from solving their Solution Relevant Pain Points and delivering against their Solution Relevant Goals 
Articles of InterestHTMLText description of the kinds of long form articles that this buyer might be interested in engaging with 
Market Insights of InterestHTMLText description of the market and industry insights this kind of persona might be interested in.  This could be something like reports or whitepapers on the industries they sell to related to the solution type they have, competitive analyses of products and services they sell or case studies that showcase the product's impact on similar companies.  
Tech StackHTMLA description of the types of technology and tools this person typically uses on a daily basis 
WebsitesHTMLList of up to twenty websites that this persona is likely to frequent as part of their job 
Communities and ForumsHTMLList of online communities and forums this persona is likely to interact with 
Professional Development ContentHTMLA text description of the type of professional development content this buyer might be interested in reading or watching 
Buying BehaviorStringSummary of typical purchasing habits, such as research duration and decision speed 
Digital SavvinessSelectTheir level of comfort with technology (e.g., beginner, intermediate, advanced)Digital Novice: Has little to no experience with computers or digital technology.Basic User: Can perform simple tasks like browsing the internet, sending emails, and using basic software applications.Digital Citizen: Has a good understanding of basic computer skills, online safety, and digital etiquette.Intermediate User: Can use more advanced software applications, troubleshoot basic technical issues, and understand basic online security measures.Tech-Savvy: Has a strong understanding of computer systems, software applications, and online platforms, and can adapt quickly to new technologies.Power User: Has advanced technical skills, can customize software applications, and can troubleshoot complex technical issues.Digital Specialist: Has expert-level knowledge in a specific area of digital technology, such as web development, data analysis, or cybersecurity.Tech Expert: Has a broad and deep understanding of digital technologies, including hardware, software, networking, and cybersecurity.Innovator: Stays ahead of the curve with the latest digital trends and technologies, and can apply this knowledge to create innovative solutions.Digital Thought Leader: Is recognized as an expert in digital technology and is sought out for advice, guidance, and strategic direction.
Decider / Influencer BooleanAre they the person that controls the budget for the solution we are selling? (TRUE)If not we assume they are an influencer in the buying process