Create a buyer persona: Instructions with template for download

In order to develop a successful brand strategy, it is important for companies to analyze their target groups in detail. The creation of buyer personas helps to create a better understanding of the target group.

Markenstrategie Vorlage Buyer Personae

Enhanced customer understanding A better understanding of the target groups makes it easier to develop targeted branding and adapt the image, promotes trust and strengthens loyalty.

Addressing target groups with the help of buyer personas, marketers can create and communicate target group-specific content.

Website strategy To ensure that website visitors find the content that is relevant to them, specific paths and content can be defined and developed on the website for the various buyer personas.

Product development
Buyer personas help with both the optimization and new development of products that specifically take customer pain points into account

Customer service/complaint management
By understanding the buyer personas, the customer service team can offer personalized and targeted support.

  • Personality:
    The individual personality of customers and the potential influence on their interest in products or services. This includes aspects such as attitudes, preferences and behaviors.

    • How would you describe your lifestyle?
    • Which brands or products do you prefer and why?
  • For B2B companies:
    Insights into the position in the company, responsibilities and goals.

    • What position do you hold in your company
    • What responsibilities do you have in your current role?
    • What are your biggest challenges?
  • For B2C or D2C companies:
    Living environment Consideration of the customer’s environment, including personal circumstances, trends or social developments that may influence decisions.

    • How would you describe your living situation?
    • How do you spend a typical weekend?
    • How important are regional or seasonal products to you when shopping?
    • What impact does the discussion about climate change have on your consumer behavior?
  • Objectives:
    Investigate the customer’s goals in relation to the product or service and their impact on the decision-making process.

    • What results or benefits do you hope to achieve by using this product?
  • Motivation:
    Customers’ motives, including intrinsic and extrinsic motives, which can influence purchasing behavior.

    • What role does price play in a decision to buy food?
    • What expectations do you have of CRM software?
  • Frustrations:
    Analyze the potential frustrations and challenges that customers might face and their potential impact on the perception of the product or service.

    • Are there certain functions or features that you miss in this product?

Complexity of decision-making
In companies, decision-making processes are often complex and involve various stakeholders from different departments or hierarchical levels. This requires a careful analysis of the decision-making structures and dynamics.

Adapting the interview technique
It is important to adapt the interview technique to the different roles and responsibilities of the decision-makers.The questions should be tailored to the individual needs and strategic goals.

Taking emotions and personal experiences into account
Although many B2B decisions are based on rational criteria, as in B2C contexts, it is essential to also take into account the emotional and personal experiences of the decision-makers.After all, decisions are ultimately made by people – and are therefore never exclusively rational.

Mistakes in persona creation and how to avoid them

Certain mistakes can be avoided by considering the following points:

Creating personas without a sound data basis:
Personas should always be based on a sound data basis and not on assumed needs. This data should be obtained from detailed analyses of the target group and comprehensive interviews. Critical validation of the personas created through extensive market research data and personal interviews is crucial to ensure that no false assumptions are made.

Too many details:
An understanding buyer persona is important. In particular, information that influences purchasing behavior or provides insight into effective customer targeting should be taken into account. It makes sense to determine in advance which data is particularly relevant so as not to lose focus.

Neglect of persona updating:
The personas created should not remain unchanged in the long term. As customers evolve and new insights are gained, the personas need to be updated. This not only concerns individual customer preferences, but should also take social and market changes into account to ensure that the buyer persona profiles remain relevant and effective. It is therefore important to regularly review the personas and adjust them if necessary. This ensures that the personas continue to meet current needs and behaviors.




    Dr. Birgit Joest

    Co-Founder, Strategy Director