Segment
Persona
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Key facts about your customer
Segment description
Broad description of the segment and persona
Company profile
Key firmographic details of the ideal customer
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Note: Ideal customer profile is generated, will be ready in 10-20 minutes.
Barriers
Why customers might hesitate to buy
Proof checked
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Note: Barriers are generated, will be ready in 10-20 minutes.
Fact 1: "Corporate innovation teams face bureaucratic delays that impede the acceleration of internal product launches."
1. [Understanding Barriers to Internal Startups in Large Organizations: Evidence from a Globally Distributed Company, 2021] — Tor Sporsem et al., Peer-reviewed article
URL: https://arxiv.org/abs/2103.09707
Confirmation: The study identifies bureaucracy, slow decision-making, and distributed processes as significant barriers to innovation in large companies.
Keywords (phrase): "bureaucracy delays corporate innovation"
(example)
1. [Understanding Barriers to Internal Startups in Large Organizations: Evidence from a Globally Distributed Company, 2021] — Tor Sporsem et al., Peer-reviewed article
URL: https://arxiv.org/abs/2103.09707
Confirmation: The study identifies bureaucracy, slow decision-making, and distributed processes as significant barriers to innovation in large companies.
Keywords (phrase): "bureaucracy delays corporate innovation"
(example)
Goals and objectives
What customers want to achieve
Proof checked
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Note: Goals are generated, will be ready in 10-20 minutes.
Fact 1: "Corporate innovation teams face bureaucratic delays that impede the acceleration of internal product launches."
1. [Understanding Barriers to Internal Startups in Large Organizations: Evidence from a Globally Distributed Company, 2021] — Tor Sporsem et al., Peer-reviewed article
URL: https://arxiv.org/abs/2103.09707
Confirmation: The study identifies bureaucracy, slow decision-making, and distributed processes as significant barriers to innovation in large companies.
Keywords (phrase): "bureaucracy delays corporate innovation"
(example)
1. [Understanding Barriers to Internal Startups in Large Organizations: Evidence from a Globally Distributed Company, 2021] — Tor Sporsem et al., Peer-reviewed article
URL: https://arxiv.org/abs/2103.09707
Confirmation: The study identifies bureaucracy, slow decision-making, and distributed processes as significant barriers to innovation in large companies.
Keywords (phrase): "bureaucracy delays corporate innovation"
(example)
Buyer persona
Profile of the key decision maker
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Note: Persona is generated, will be ready in 10-20 minutes.
Buyer persona
Profile of the key decision maker
Buyer persona information is mostly used for:
- Audience targeting in LinkedIn, Meta, and Google Ads.
For example, build campaigns around job titles like “Managing Director, Structured Credit” to ensure ads reach high-value decision-makers. - Building precise outreach lists.
For example, use Sales Navigator to filter roles such as “Head of Credit Analytics” or “Portfolio Manager, Private Credit CLOs.”
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How your customer thinks
Jobs-to-be-Done
Key tasks and responsibilities of customers
Proof checked
Jobs-to-be-done information is mostly used for:
- Creating sales pitches.
If your product helps businesses save time, and your buyer persona’s job is to “speed up internal processes,” your pitch should clearly show how your solution does that. - Creating ROI-focused ads.
If your buyer’s job is to “reduce operating costs,” use that in LinkedIn ads to highlight savings and efficiency.
Jobs-to-be-done information is mostly used for:
- Creating targeted ads.
If your product is a fitness app and your buyer persona’s job is to “lose weight at home,” use that exact goal in your ad copy. - Writing landing page copy.
If your buyer’s job is to “relieve stress after work,” your homepage should open with that benefit clearly stated.
Problems
Challenges and roadblocks that stand in customers way
Proof checked
Problem information is mostly used for:
- Creating ad copy on platforms like LinkedIn or Google.
For example, if your buyer struggles with “manual reporting,” use that pain directly in the ad headline to drive clicks. - Writing cold outreach.
If the problem is “low lead-to-demo conversion,” your email can open with that pain point to hook attention and start a relevant conversation.
Problem information is mostly used for:
- Creating ad copy for platforms like Facebook, Instagram, or Google.
For example, if your customer’s problem is “can’t fall asleep easily,” your ad can lead with that frustration. - Writing homepage or product page copy.
If the problem is “dry, itchy skin,” start the page with a clear message like “Say goodbye to winter skin issues.”
Pain points and frustrations
How problems impact customers
Proof checked
Pain points and frustrations are mostly used for:
- Writing ad copies that speak directly to what’s slowing your customers down.
For example, “Still wasting hours jumping between dashboards?” works well in LinkedIn or Google Ads. - Writing nurture email sequences that build urgency over time.
For example, start with “Tired of chasing reports every week?” to grab attention and re-engage leads.
Pain points and frustrations are mostly used for:
- Writing ad copy that mirrors what your customers feel daily.
For example, “Exhausted but can’t fall asleep?” is a powerful hook for Facebook, Instagram, or Google. - Writing TikTok or Reel video scripts that start with relatable emotion.
For example, “I used to wake up in pain every morning… until I found this.”
Decision triggers
What makes customers look for a new solution
Proof checked
Decision trigger information is mostly used for:
- Timing cold outreach.
For example, if a company just raised funding, use that moment to reach out with a relevant offer. - Personalizing LinkedIn or email messages.
For example, if the buyer just hired a RevOps lead, reference that change to make your outreach feel timely and specific.
Decision trigger information is mostly used for:
- Creating ads around key life moments.
For example, if the customer is moving or getting married, ads can speak directly to that moment. - Personalizing landing pages or quiz flows.
For example, if someone just became a parent, tailor the copy to reflect their new priorities.
Where to find your customers
Best channels to reach customers
Where you can effectively engage customers
Best channels is mostly used for:
- Choosing where to run paid ads.
For example, if your audience is most active on LinkedIn and YouTube, focus your campaigns there instead of wasting budget on low-engagement platforms. - Planning sponsorships or partnerships.
For example, if your customers engage with industry podcasts or newsletters, those are ideal channels to build trust and drive conversions.
20+ places where customers spend time
Places customers engage online and offline
This information is mostly used for:
- Finding specific communities, groups, or creators to engage with.
For example, if your audience is active in Slack groups, Reddit threads, or LinkedIn communities, you can join conversations or sponsor relevant spaces. - Identifying high-intent opportunities for outreach or influence.
For example, partner with niche YouTubers, respond in marketing forums, or join live AMAs where your target buyers already spend time.
Preferred communication channels
How customers like to connect
Preferred communication channels information is mostly used for:
- Delivering onboarding or support communication.
For example, if your customers check email regularly but ignore live chat, send onboarding sequences and support updates via email for better response and retention. - Planning where to send product launches or campaign drops.
For example, if your audience engages more with SMS or WhatsApp than newsletters, send limited-time offers or new product announcements directly via those channels to drive immediate action.
Essential tools
Software and resources customers rely on
Essential tools information is mostly used for:
- Planning integrations or partner strategies.
For example, if your audience relies on platforms like Shopify, Airtable, or ClickUp, showcasing how your product connects with these tools can increase conversion and adoption. - Developing onboarding flows or playbooks.
For example, if your ideal customer spends most of their workflow in tools like Slack, Google Docs, or Trello, aligning your support content or delivery around those tools ensures higher engagement and usage.
Information sources buyer trusts
Where customers get industry insights
Information sources are mostly used for:
- Choosing where to feature thought leadership or product reviews.
For example, if your audience relies on sources like G2, Capterra, TechCrunch, or industry-specific newsletters, prioritizing those channels for case studies, guest articles, or review campaigns increases your brand’s perceived credibility. - Planning co-marketing, podcast appearances, or PR.
For example, if your buyer persona trusts expert-led podcasts, YouTube creators, or community forums like Indie Hackers or Reddit, these are ideal venues to pitch insights, promote launches, and drive trust-based conversions.
How to sell to your customer
Alternative solutions
Other products or services customers consider
Alternative solutions information is mostly used for:
- Creating comparison tables and articles.
For example, if your audience uses tools like ClickUp, Monday.com, or Trello, mentioning them in feature comparisons or versus-style content (e.g.“ClickUp vs Monday”) boosts SEO visibility and builds topical authority. - Researching competitor feature sets and positioning.
For example, if your audience frequently relies on tools like Semrush, G2, or Capterra, analyzing these platforms helps you understand what features matter most and tailor your product messaging to stand out.
What customers know
The approaches and methods customers already explored
This information is mostly used for:
- Understanding what methods or tools customers have already tried.
For example, if your audience previously used ChatGPT prompts, agency templates, or manual research for customer profiling, you can adjust your messaging to show how your solution builds on what they know—but delivers 10x faster or more reliable results. - Avoiding redundant or beginner-level content.
For example, if your persona is already familiar with ICP frameworks or audience segmentation, you can skip the basics and instead create advanced ads, landing pages, or onboarding flows that speak to their actual expertise level.
Buying criteria
What customers look for when choosing a solution
Buying criteria information is mostly used for:
- Positioning your product to match customer priorities.
For example, if your audience values ease of use, integrations, or fast setup, highlight those exact traits in your ads, landing pages, and sales pitches to align with what they care about most. - Writing copy that directly addresses comparison shopping.
For example, when customers are evaluating 2–3 tools, they often look for proof of ROI, onboarding speed, or customer support quality. Use these known criteria to frame your messaging and win attention during the decision-making moment.
