First Name

Last Name

Email *

Phone *

Organization *

What is your Mission Statement?

2. What is your Vision Statement? (your long-term goal…)

Have you developed any objectives yet? Choose one for this persona.

If you have marketing objectives, please list them here.

Your Key Persona: What is his/her/their name?

What is your Key Persona's gender indentity?

How old is your Key Persona?

Does your Key Persona have children?

Yes

If your Key Persona has children, how many children and how old are they?

Where does your Key Persona live?

What is your Key Persona's industry?

What is your Key Persona's role within his/her/their industry?

What is your Key Persona's annual income?

What other demographic information can you provide about your Key Persona? i.e. Religion, Cultural Values, Ethnicity, Racial Background, etc. (While not mandatory information, the more you know the easier it is to target that person.)

What is your Key Persona's favorite book right now?

What is your Key Persona's favorite magazine?

Who (if anyone) does your Key Persona follow online?

What professional organizations does your Key Persona belong to?

Who is your Key Persona's role model?

What else should we consider about your Key Persona?

So, what motivates your Key Persona to go to work every day? Does your Key Persona love work (aka is a workaholic)? Or does your Key Persona go to work to provide stability for his/her/their family? Perhaps your Key Persona goes to his/her/their traditional job to save up some money to retire early and perpetually travel the world. What do you think your Key Persona’s goal is?

What is your Key Persona's goal?

What types of things could possibly interfere with your Key Persona becoming your next big client? For instance, does your Key Persona’s industry have positional changes frequently, which may hinder a sales process? How difficult is it to close a sale with your Key Persona? Are contract negotiations time-consuming? What about industry budgets? Are their manufacturing constraints, because of the COVID-19 Crisis? Whatever you think might get your Key Persona’s way, list it here.

What challenges does your Key Persona face at work?

What are some of the pain points that your Key Persona face at work? Which of these major category pain points are impacting your Key Persona, and could possibly hold him/her/them back from purchasing your products? (Financial, Time, Processes, and/or Support)

Financial Pain Points: Key Persona is currently spending too much money on technology solutions. Your Key Persona wants to reduce spending. Your Key Persona has a limited budget.

Productivity Pain Points: Key Persona’s time is valuable. He/she/they feel(s) like it takes too much time to procure a technology solution. Or, perhaps they are wasting too much time with current technology products and they are ready for a change.

Process Pain Points: Key Persona wants to improve internal processes.

Support Pain Points: Key Persona does not have strong support for product changes or new ideas.

Which of these would be the reason your Key Persona's would object to a sale?

Timing: Cool product, but we are not ready to run with that option yet…

Money: The technology is great, but it is more than we are willing to spend…

Authority: Wow! This is great, but my boss does not want us to in this direction…

In terms of the sales process, where does your Key Persona fit in, and who else in his/her/their network will you need to connect with to create a successful and efficient transaction?

No one else, your Key Persona works alone.

Your Key Persona’s Administrative Assistant

Your Key Persona’s Accounting Department

Your Key Persona’s Engineering Team

Key Persona Exercise Worksheet