how to create buyer personas for agile marketing (free template)

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WHO REALLY IS YOUR BUYER PERSONA? Using the Customer to Predict your Market Success http://bit.ly/unfunnel

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Page 1: How to create buyer personas for Agile Marketing (Free Template)

WHO REALLY IS YOUR BUYER PERSONA?

Using the Customer to Predict your Market Success

http://bit.ly/unfunnel

Page 2: How to create buyer personas for Agile Marketing (Free Template)

CONTENT WITH A PURPOSE

Your content may be well-written, accurate and pretty, but if it’s

not written for your MVP (most valuable prospect), you’re not

going to get results.

“Content writing is like sculpting a piece with the

buyer in mind, massaging the thoughts you

want to convey into a shape that the buyer will

like. With well-built buyer personas, this is

relatively easy to accomplish.”

- Buyer Persona Institute, Inc.

Page 3: How to create buyer personas for Agile Marketing (Free Template)

WHAT IS A PERSONA?

A persona is a detailed description of a specific person in your target audience; it’s an

archetype of the ideal customer.

The persona goes beyond statistics and demographics to create a picture of the person—

including their goals, behaviours, motivations, preferences, personality traits and limitations.

Challenges Success Criteria

Objectives

Goals

Page 4: How to create buyer personas for Agile Marketing (Free Template)

WHAT IS A PERSONA?

The goal of a persona is to gain deeper insights into your target audience. With that

understanding, you can create marketing messages that reach potential customers on a more

personal level.

Effective personas contain a great deal of information about your customer, from demographics

to personal motivations. Anything that influences how the customer thinks about your company

or product is important for the persona.

A ―buyer‖ can be anyone who uses your product or service—buyer personas are equally useful

for B2B and B2C companies. Most companies will have more than one persona; each one

represents a sector of your target market.

Page 5: How to create buyer personas for Agile Marketing (Free Template)

WHY YOU NEED PERSONAS?

Team Alignment

When everyone creates experiences targeted to the same

persona, the end-result is more cohesive and powerful.

Personas are common touchstones for all departments.

Page 6: How to create buyer personas for Agile Marketing (Free Template)

WHY DO YOU NEED PERSONAS?

Prioritize your Products & Content

In marketing, what’s killer for one person

can be irrelevant to another.

Personas help you create content that

speaks directly to the needs of a specific

person.

Tailored messages are more effective than

content trying to reach everyone at once

Page 7: How to create buyer personas for Agile Marketing (Free Template)

WHY DO YOU NEED PERSONAS?

Focus on the Customer

Effective marketing focuses on the needs

of the MVP, not the marketer.

Personas help you reduce the assumptions

about your target audience and focus on

the facts.

Personas help reduce self-reflection in

product development.

Page 8: How to create buyer personas for Agile Marketing (Free Template)

WHY DO YOU NEED PERSONAS?

Prioritize your Marketing Efforts

The process of creating personas helps identify your

ideal customer, the sub-segment of your target

audience that’s most important to your business

Personas can help you both qualify leads and

prioritize online marketing strategies

Sales-Ready Lead (SRL)

Qualified

Somewhat Qualified

New Lead

Page 9: How to create buyer personas for Agile Marketing (Free Template)

HOW TO DEVELOP YOUR PERSONAS

1. Map out your buying process

How are your products purchased?

Who is involved in the purchasing process?

What are their roles in the organization?

Store

Manager

Reseller

Manufacturer

Enterprise

VP

Operations

Page 10: How to create buyer personas for Agile Marketing (Free Template)

HOW TO DEVELOP YOUR PERSONAS

2. Consider the user’s professional role

What are their day-to-day responsibilities?

What are their unique challenges?

How do they measure success?

Who evaluates them?

What are the risks during the purchasing process?

Page 11: How to create buyer personas for Agile Marketing (Free Template)

HOW TO DEVELOP USER PERSONAS

3. Organize and prioritize groups

Who can be grouped together based on similar

needs or preferences?

Who are the key influencers?

Who has the purchasing power?

Page 12: How to create buyer personas for Agile Marketing (Free Template)

HOW TO DEVELOP USER PERSONAS

4. Humanize your top personas

What is their educational and professional background?

Core skill set(s)?

How old are they?

Are they married?

Do they have any relevant hobbies?

How do they seek new info? How do they get it?

How do they prefer to interact with vendors?

Page 13: How to create buyer personas for Agile Marketing (Free Template)

GET THE INFORMATION YOU NEED

In order to answer all the necessary questions, you’re

going to have to conduct interviews

Conduct internal meetings and workshops with your

sales team, customer service and marketing –

anyone who has regular contact with customers from

diverse perspectives is preferred

Gather and document each of their insights into your

existing customer base

Page 14: How to create buyer personas for Agile Marketing (Free Template)

GET THE INFORMATION YOU NEED

Test your internal profiles – reach out to existing customers

and prospects - if you can gain access to them

Win / Loss interviews with prospects who did not become

customers can be most enlightening

For those not in the list today, get creative in your recruitment

process - use tools like SurveyMonkey and social media

(LinkedIn to seek out connections and feedback from groups)

If there’s no relationship established with the interviewee,

incentives are very important

Make it clear you’re not doing a sales pitch, and be flexible to

accommodate their schedule and preferred interview situation

Page 15: How to create buyer personas for Agile Marketing (Free Template)

“CHANNEL” YOUR PERSONA?

When you…

1. Develop agile marketing strategies

2. Have direction for content creation

3. Change and build digital products

4. Design your website, blog, mobile app, etc.

5. Create marketing resources / materials

6. Do keyword research and on-page SEO

7. Targeting social media activities (look alike)

8. Positioning and how to address user needs

9. Build compelling offers and landing pages

10. Determine customer lifecycle process flows

http://bit.ly/personas-in-b2b

Page 16: How to create buyer personas for Agile Marketing (Free Template)

HOW TO PRESENT YOUR BUYER PERSONAS

Page 17: How to create buyer personas for Agile Marketing (Free Template)

USING A PERSONA TEMPLATE

After you’ve done the research, use this template to explain your

persona and disseminate that information across the organization

in attractive, yet organized format.

Let’s walk you through how to input and format the info collected

in a way that’s easy for your team to understand.

Now that your research is done, this is the fun part!

Page 18: How to create buyer personas for Agile Marketing (Free Template)

BACKGROUND:

• Basic details about the persona’s role

• Key info about the company

• Relevant background, hobbies or education

DEMOGRAPHICS:

• Gender

• Age Range

• Income (and spouse’s HHI, if relevant)

• Urbanity (urban, suburban, or rural?)

IDENTIFIERS:

• Buzz words

• Mannerisms

PERSONA NAME

Page 19: How to create buyer personas for Agile Marketing (Free Template)

GOALS:

• Primary goal

• Secondary goal

CHALLENGES:

• Roadblock to user success

• Secondary challenge

HOW WE HELP:

• How you solve each challenge

• How this better achieves goals

PERSONA NAME

Page 20: How to create buyer personas for Agile Marketing (Free Template)

SOCIAL PROOF

• Include a few real quotes – that

represent your persona well

This will make it easier for employees to

relate to and understand your persona.

COMMON OBJECTIONS:

• Identify the most common objections

raised during the customer journey

PERSONA NAME

Page 21: How to create buyer personas for Agile Marketing (Free Template)

MESSAGING:

• How should you describe your solution

to your persona?

ELEVATOR PITCH:

• Make describing your solution simple

and consistent

PERSONA NAME

Page 22: How to create buyer personas for Agile Marketing (Free Template)

EXAMPLE OF A COMPLETE BUYER PERSONA

Page 23: How to create buyer personas for Agile Marketing (Free Template)

BACKGROUND:

• Head of Human Resources

• Worked at the same company for 10 years; worked her way up from HR Associate

• Married with 2 children (10 and 8)

DEMOGRAPHICS:

• Skews female

• Age 30-45

• Dual HH Income: $140,000

• Suburban

IDENTIFIERS:

• Calm demeanor

• Probably has an assistant screening calls

• Asks to receive collateral mailed/printed

SAMPLE SALLY

Page 24: How to create buyer personas for Agile Marketing (Free Template)

SAMPLE SALLY

GOALS:

• Keep employees happy and turnover low

• Support legal and finance teams

CHALLENGES:

• Getting everything done with a small staff

• Rolling out changes to the entire company

HOW WE HELP:

• Make it easy to manage all employee data in one

place

• Integrate with legal and finance teams’ systems

Page 25: How to create buyer personas for Agile Marketing (Free Template)

SAMPLE SALLY

QUOTES:

• ―It’s been difficult getting company-wide adoption of

new technologies in the past.‖

• ―I don’t have time to train new employees on a million

different databases and platforms.‖

• ―I’ve had to deal with so many painful integrations with

other departments’ databases and software.‖

OBJECTIONS:

• I’m worried I’ll lose data transitioning to a new system.

• I don’t want to have to train the entire company on

how to use a new system.

Page 26: How to create buyer personas for Agile Marketing (Free Template)

MESSAGING:

• Integrated HR Database Management

ELEVATOR PITCH:

• We give you an intuitive database that integrates with

your existing software and platforms, and lifetime

training to help new employees get up to speed quickly.

SAMPLE SALLY

Page 27: How to create buyer personas for Agile Marketing (Free Template)

CONCLUSION

In the end, you want the reader to look at your content and think,

“Wow…They totally get me!”

Because you do. It’s a challenging feat, and it’s one we know better than most.

To learn more about how we can help you build your online revenue using these

personas, check out the FREE content mapping guide at the link below:

http://bit.ly/free-content-mapping-template