Customer Persona Template

The Persona template contains beautifully composed placeholders for notes, images, video and more to help you create a customer persona in minutes.

Good personas are built on real data and insights. They're a true representation of your ideal customer or a key segment, not a made-up character.

There are usually many good sources of information available, including your website analytics, recent surveys or real-life conversations with customers. Quotes from actual customers can really help bring your research to life. Start by collecting it all in one place.

Defining your customer's needs is extremely important. It allows you to identify how your objectives can align with the interests of your customer. Pain points are just as important, as removing these challenges will likely be the key to winning your customer's loyalty.

Next, combine their needs and pain points to describe the ideal experience. This is the creative part of the process. It's where you can set aside any current limitations and imagine the best experience for your persona.

Now it's time to start adding that carefully collected research. Authenticity is critical for developing empathy. Your persona needs enough detail to allow you to step into someone's shoes and see your products and services from their perspective.

Give your persona a real name and upload a representative photograph. Add in some basic demographic information such as age, marital status, occupation, location or income level as a snapshot.

Giving your persona an engaging back story is our next task. Here, more is usually better. Write a bio for your persona in as rich detail as you can—based on your research.

You might rely on these details later to lead you to a wonderful insight. Try to avoid adding unnecessary information that adds clutter or causes confusion. If you're stuck for ideas try listing some of the following:

• Life Events: Describe significant life events or milestones in the persona's past. Understanding these events can shed light on their current goals and motivations.
• Personal Values and Beliefs: Consider their cultural background, political views, or ethical principles that influence their decision-making. This information can help you tailor messaging and design choices that align with their values.
• Hobbies and Interests: Include details about the persona's hobbies and passions outside of their primary goals. This provides a more holistic view of their life and can inform marketing strategies.
• Aspirations and Dreams: Describe the persona's dreams, aspirations, and long-term goals. Understanding what they hope to achieve in the future can help your team design products or services that support these ambitions.

Now you have the foundation for a great customer persona, it's time to get input from others. Invite team members or clients to give feedback and build on your work. This ensure everyone can add to the persona over time as new information and insights are uncovered.