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Segment

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Persona

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Customer overview

Company profile

Key firmographic details of the ideal customer

Company Type
Annual Revenue
Company Size
Industry

Buyer persona

Profile of the key decision-maker

Personality Traits
Decision-making based on personality traits
Personality type
Key traits
Values and Beliefs

Jobs-to-be-Done

Key tasks and responsibilities of customers

Job
Detailed explanation
Importance
Frequency of need to do this work
Moment

Goals, challenges & motivation

Goals and objectives

What customers want to achieve

Goal or objective
Importance
Impact
Why it is critical

Problems

Challenges and roadblocks that stand in customers way

Difficulty in Generating Quality Leads
Description
Consequence
Solution

Pain points and frustrations

How problems impact customers

Overwhelming Pressure from Inability to Generate Quality Leads
Emotional Impact
Solution

Decision triggers

What makes customers look for a new solution

Trigger
Situation
Trigger
Situation

Buying behavior

Barriers

Why customers might hesitate to buy

Barrier
Situation
How to Spot
Specific Stopper
How to Handle

Alternative solutions

Tools or methods solving customer’s problem

Problem
Alternative Ways
Problem
Alternative Ways

Existing knowledge

What customers already know about the issue and solutions

Known solutions
Solution attempts
Non-mainstream ideas

Buying criteria

What customers look for when choosing a solution

Selection Criterion
Importance
Explanation
Purchase decision

Marketing and communication

Best channels to reach customers

Where you can effectively engage customers

Channel to reach
Relevance
How to use

20+ places where customers spend time

Places customers engage online and offline

LinkedIn groups
Consumed content
How to apply
Best practices include

Preferred communication channels

How customers like to connect

Email
What is it used for?
How do you engage the persona through this channel?
How do I apply?
Tips for communicating in this channel?

Essential tools

Software and resources customers rely on

Potential partner
How used
When used
Collab

Information sources buyer trusts

Where customers get industry insights

Source
Content
How to Apply
Link