MarketingXLSX
Customer persona
Record customer needs and decision process rather than assumed traits.
Business managementEstimated time: 25 minutesVersion: 1.0
How to use
1. Define segment and role. 2. Use interviews or real enquiries. 3. Separate evidence from assumptions. 4. Update when evidence changes.
Completed example
This is a fictional example, not client data or a pricing recommendation.
Segment: Training managers in small firms Role: Training provider selector Job to do: Improve sales team performance Problem: Hard to track training outcomes Evidence: Interviews with three clients Selection criterion: Practical application and follow-up reports Approver: Department manager Channel: Referrals and platform website Objection: Limited team availability To validate: Preference for short sessions