Identity
Role
Goals
Pain points
Behaviour
Step 1 of 5
Who are they?
Give your persona a name, a face, and the basic demographic context that shapes their worldview.
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This becomes the pull-quote on their card.
Step 2 of 5
Role & context
Understand the professional environment they operate in.
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Step 3 of 5
Goals & motivations
What does this person lie awake thinking about?
e.g. Save time, increase ROAS, impress clients
Step 4 of 5
Pain points & objections
What frustrates them daily? What would make them hesitate to buy?
e.g. Too much manual work, poor ROI visibility
e.g. Too expensive, no time to learn
Step 5 of 5
Channels & behaviour
Where do they spend their time, and what content converts them?
💼LinkedIn
✉️Email
🐦Twitter / X
▶️YouTube
🎙Podcasts
🔍Google Search
💬Slack / Communities
📸Instagram
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Your persona name
Title · Company size
In their own words
Fill in the bio or quote field…
Snapshot
Intermediate
Tech level
Medium
Research
Moderate
Price sens.
Goals
Add goals above…
Frustrations
Add pain points above…
Objections
Add objections above…
Preferred channels
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Know your customer — then know where you lose them
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