Buyer Persona Template
Define and target your ideal customers.
About the Buyer Persona Template
The most useful buyer personas reflect market research and insights gathered from user research (for instance from surveys, interviews, diary studies, A/B testing, and more). They can help your team empathize with customers, and better meet your customer needs.
Keep reading to learn more about buyer personas.
What is a buyer persona
A buyer persona represents the ideal customer for your product or service. Personas are different from your target audience. Target audience profiles analyze a large group of people, while personas are semi-fictional representations of your current and potential customers.
Personas don’t have to focus only on ideal customer profiles. Sometimes it’s also valuable to identify negative profiles. These profiles can identify the “bad apples” or anyone who contributes to lowering cost-per-lead or cost-per-customer value.
Depending on your business and team size, you can have multiple personas or a single one. If personas are a new undertaking for your team, it’s okay to focus on crafting one detailed persona as a starting point.
When to use a buyer persona
Buyer personas can help your team reach cross-functional alignment. Ideally, everyone should share your vision for who the ideal customer might be.
Personas guide the decision-making process of many teams, including:
Product developers who need buyer personas when building product roadmaps. Find and prioritize changes to products and services based on customer needs.
Marketers who need buyer personas to build useful strategies. Focus keyword research efforts and use personas as a reference when drafting copy. Personas also help narrow down and prioritize promotional initiatives.
Sales representatives who need buyer personas to build rapport with customers. Better prepare and empathize with customer challenges during sales-related interactions.
Customer support specialists who need buyer personas to better serve customers. Identify patterns in customer and product pain points, to proactively problem-solve and empathize when a customer is frustrated or the product doesn’t work as expected.
Create your own buyer persona
Making your own buyer personas is easy. Miro’s whiteboard tool is the perfect canvas to create and share them. Get started by selecting the Buyer Persona Template, then take the following steps to make one of your own.
1. Start filling in demographic information about your customer persona.
What do you know about the background, demographics, and identifiers of your customers? Ideally, you will base this data on information you and your team have collected through a combination of interviews, surveys, and phone conversations.
2. Share what you learned about your customer motivations.
Identifying a customer’s goals and challenges can help your team articulate your product and service, and help customers successfully meet their needs.
3. Source and include real quotes from your customers.
Your sales team will appreciate having genuine insight into who customers really are and what they actually want, in their own words. When talking to customers in real time, these insights can help sales reps relate to and anticipate customer concerns.
4. Craft relevant messages for your persona.
Your team needs guidance on talking to customers about company products and services, from specific details about products or service-related language to a broader elevator pitch, which positions your offering as the solution to customer pain points.
5. Share the personas with your team.
They may be semi-fictional representations, but to see a cultural shift in your company, start viewing personas as real people affected by your decisions. Begin bringing them up in meetings, emails, and on calls as a point of reference for customer motivations and pain points.
6. Put your personas to work, adding new context and detail as needed.
Personas can be used to individualize, to nurture customer leads and campaigns, and to create content that directs them toward purchases.
A status report provides a snapshot of how something is going at a given time. You can provide a status report for a project, a team, or a situation, as long as it emphasizes and maps out a project’s chain of events. If you’re a project manager, you can use this report to keep historical records of project timelines. Ideally, any project stakeholder should be able to look at a status report and answer the question, “Where are we, and how did we get here?” Use this template as a starting point to summarize how something is progressing against a projected plan or outcome.
To knock out every task and accomplish every goal for the month, it helps to take a big picture, 10,000 foot view of things—meaning a 30-day view. That’s why a monthly calendar can come in so handy, especially on bigger projects. Use our template to create a visual representation that helps you track and space out every deadline and to-do, both for individuals and full teams. You’ll even be able to customize it your way, with images, video, and sticky notes.
App Development Canvas
Ever noticed that building a successful app requires lots of players and moving parts? If you’re a project manager, you definitely have. Lucky for you, an app development canvas will let you own and optimize the entire process. It features 18 boxes, each one focusing on a key aspect of app development, giving you a big-picture view. That way you can fine-tune processes and get ahead of potential problems along the way—resulting in a smoother path and a better, tighter product.
Conversion Funnel Backlog
If you’re working on a product that has clear conversions, then it can help to structure your backlog around the conversion funnel to make sure you’re reaching your audience. Creating a conversion funnel backlog brings together information around potential pain-points in your funnel and opportunities for growth. Once you’ve identified that information, it becomes easier to prioritize. You and your team can use the conversion funnel backlog to focus on conversion, retention, and referral, or to tweak your workflow in more mature products.
Action Priority Matrix
You and your teammates probably have more ideas than resources, which can make it difficult to prioritize tasks. Use an Action Priority Matrix to help choose the order in which you will work on your tasks, allowing you to save time and money and avoid getting bogged down in unnecessary work. An Action Priority Matrix is a simple diagram that allows you to score tasks based on their impact and the effort needed to complete them. You use your scores to plot each task in one of four quadrants: quick wins, major projects, fill-ins, and thankless tasks.
Before you go full steam ahead with a promising idea, look at it from a high level — to know how it functions and how well it meets your goals. That’s what sketches do. This template gives you a powerful remote collaboration tool for the initial stages of prototyping, whether you’re sketching out web pages and mobile apps, designing logos, or planning events. Then you can easily share your sketch with your team, and save each stage of your sketch before changing it and building on it.