Customer Persona Basic Info

Customer persona basic information describes the very essential persona’s details: look (avatar), gender, name, age and occupation.

Step 1: Choose an Avatar

It's easier to start with some visual context. By clicking left and right you can choose an avatar for your persona. When you clicking on an avatar, it saves along with a gender. You can always change it later.

Step 2: Pick a name

A persona is not real without a real name.

Avoid using

  • Labels (Buyer 1, Marketing Steve)
  • Funny names
  • Famous people names
  • Names with negative associations

Pick a name that:

  • You and your team can easily use in conversations ( both online and in-person ).
  • Can actually be a name of your customer.

Step 3: Define the age

It's much easier to imagine a customer persona when you know the age. We can easily add some new characteristics to our persona by think about some one we know of that age.

Do not define an age as a range ( for ex. 18-25 ). It's not the best practice. That kind of data is good for segments, but not for personas.

Step 4: Occupation

The last step is to add a persona’s occupation. It's extremely important for both B2B and B2C personas. Occupation gives us a lot of information about person’s environment and even how her day looks like.

For example, we can say that our Jane is a web designer.

The persona in our mind now become more real. We can assume that she’s a creative person, with a pretty good level of tech skills, and working at some fancy looking office.

However, if we will say that Jane is a nurse, the persona in our mind will completely change. Now she is less creative but more reasonable, rational and probably even strict and severe.

As you can see, biases and stigmas are good for customers personas. They allow us to quickly complete the picture and imagine our character even if don’t have all the information.


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