

You’re just seven steps away from awesome audience personas.
A well-researched buyer persona is probably the single-greatest tool you can invest in for your marketing efforts.
Having a quick visual reference of your priority audiences’ behavior, needs, challenges, and goals will keep your entire team focused on who and what is important. It’s also a great tool to help onboard new team members, agency partners, and salespeople about the customers most important to your business.
If you’re new to creating personas, follow Two Rivers Marketing’s seven-step process for creating buyer personas:
A buyer persona is a visual snapshot of a customer or prospect you want to reach through your marketing efforts. A persona gives you a face, name, and user story to relate to. It helps humanize your work and should be the starting point for building long-term relationships with your customers.
Most of our clients create personas as part of a content strategy plan. When a brand embraces the idea of creating useful, relevant content to attract new users, improve customer experience, and build long-term value, it’s smart to have a really good understanding of the people you’re trying to connect with.
Spend some time with your goals and write down:
It can be tempting to stop at the first goal, but dig deeper and ask “Why?” questions. Write down your results. Let these guide your persona creation process.
This is the million-dollar question: What personas should I create? And the ever-popular follow-up: How many personas should I have?
Like most things in marketing, there’s no simple, one-size-fits-all approach. It really depends on those goals you just wrote down. Some of the most popular ways to define audiences have been by:
Some brands create buyer personas based on lost customers to better understand why they couldn’t make the sale. Others define their audience by their product or service needs. And some use entirely different criteria, like people who spend time researching versus those who don’t.
If the decisions feel overwhelming, keep that basic question top of mind: Who has the strongest potential to impact my goal in the most positive way? Another important question to consider: Do we have the means and channels to reach each of these personas in a way that can be tracked and measured by persona?
Once you’ve identified your goals and target audiences, start collecting any existing customer research. It may not all be useful, but reviewing survey results, focus group transcripts, segmentation research, etc. will help you begin to understand your audiences and what questions to ask.
Good audience insights could be found in:
Do your best. And don’t feel like you have to take it all into consideration. Look back at what you said you wanted to learn through the persona process and weed out unneeded data.
Don’t have any research? You’re not alone. Many companies don’t. Sometimes it’s easier to start with a blank slate. There’s also free research that can help you define your audience — many trade associations and publications publish survey results and reader research each year. These are great places to find stats about communication preferences and habits.
Next, it’s time to start capturing your institutional customer knowledge. Identify people who have close contact with your customers — whose job it is to understand customer needs — like the:
Do not overlook customer service teams. They have direct contact with customers and insights into experiences with your brand or products that may have been repeated challenges across multiple customers. This could yield insights like common product misuse among customers that is causing bad reports. The problem could be rectified by publishing content that shares how a product should be used for correct results.
There’s another important reason to spend time on internal interviews: support for your buyer persona project. When you include other departments, it increases visibility and improves your odds that everyone will agree with and adopt the final personas. Plus, you’ll learn new ways that marketing can help other departments with their content needs. It’s a win-win!
You have some good information to work with — now it’s time to look for common answers, find trends, and begin drawing some early conclusions about these audiences. Finalize your persona template with all the fields you want, and begin filling them in. Popular fields include:
Proto-personas are the first draft that you’ll validate or disprove during the customer interviews. Experience has shown that most companies have a good understanding of their customers, but there are always surprises you’ll learn from the customer interviews.
This is definitely the most important and beneficial part of the persona process. And, to be blunt, it’s often the most difficult. People are busy. Sales teams are reluctant to hand over customer contact information. Interviews are hard to schedule.
Here are a few tips we’ve learned from the hundreds of customer interviews we’ve done:
Now it’s time to put it together. This can be the most daunting part of the persona process. You’ll find yourself surrounded by pages and pages of notes, research, and transcripts. Reread everything. Continue filling in your template. Get the team together to review insights and decide which are most important.
Look for commonalities that will appeal to a large number of customers. Agree on the biggest and most important insights for each persona. And don’t cheap out on the design. After all this hard work, you deserve a well-designed buyer persona.
And that’s it — seven steps to creating your own awesome buyer personas. Feel overwhelmed by the process? Take it one step at a time and give yourself a deadline for each step to keep it moving. Whether you do it yourself or hire an agency like Two Rivers Marketing to create your buyer personas, read the research, listen to your customers, and really understand their needs and challenges. The most valuable part of every persona project is the journey to create them.