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:

Name Data Type Description Notes
Age Range Multiselect Option Range of ages <18,18-24,25-34,35-44,45-54,55-64,65 or older
Education Level Multiselect option Highest 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)
Titles Array List of titles and title variations for this role LLM prompt - Please provide as many sample titles for this roles as possible
Experience Level Integer Years of experience in their field or role
  • Entry-level: 0-2 years
  • Early career: 2-5 years
  • Mid-level: 5-10 years
  • Senior-level: 10-15 years
  • Executive-level: 15-20 years
  • Veteran: 20+ years
Job Responsibilities String A single, concise paragraph describing the role of the person  
Manager Boolean This person oversees the work of other people  
Department String Common names for their team or organizational department  
Pain Points HTML The general challenges and  problems they face in their job.  This is not specific to our product or service and is general to their job as a whole.  
Goals HTML What 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.  
Solution Relevant Pain Points HTML The specific challenges and problems that they face that our product or service can address.  Ideally these are refined or more specific definitions of the general Pain Points in the context of our solutions domain space  
Solution Relevant Goals HTML Specific things they are trying to get done that relate to our product or service and map to their general Goals.  
Current Solutions HTML Tools, software, or processes currently used to accomplish goals currently that relate to our product or service  
Switching Costs HTML A description of the costs associated with switching from their current solution to ours  
Unsatisfied With HTML Aspects of current solutions that are unsatisfactory w/r/t what they are trying to accomplish  
Ideal Outcome HTML Desired outcome or results from solving their Solution Relevant Pain Points and delivering against their Solution Relevant Goals  
Buying Behavior String Summary of typical purchasing habits, such as research duration and decision speed  
Digital Savviness Select Their 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  Boolean Are 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  

Persona Creation Process

We'll complete the primary process of creating a persona using an LLM with deep research mode active.   Here's the rough prompt that I use for that:

You are the head of product marketing at a [Your Industry] company.   I need you to research and draft up a detailed user person in the context of our product.  Below I've provided you the following information:


* Persona Name - The name for this persona typically meant to describe the job or role they have.
* Solution Description - An overview of the solution your company provides to market
* Persona Overview - An overview of the persona to get started with

#Persona Name

[Name Here]

#Solution Description 

[One Paragraph Overview of solution from the Solution Overview]

#Persona Overview 

[One Paragraph Overview of solution from the Solution Overview]

#Instructions

Perform deep research on the persona and create me a report using the following format:
 [Markdown copy of the table above]