Business OS
Sales & MarketingMarketing Strategy

Customer Persona Worksheet

A comprehensive worksheet to define and understand your target customer, aiding in focused marketing strategies.

Updated 16d ago
Customer PersonaMarketing StrategyTarget AudienceSMESADC

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Phone: {{phone}} | Email: {{email}}

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Phone: {{phone}}

Email: {{email}}

Customer Persona Worksheet

**Persona Name:** {{persona_name}}

**Date Created:** {{date_created}}

Demographics

**Age:** {{age}}

**Gender:** {{gender}}

**Location:** {{location}}

**Occupation:** {{occupation}}

**Income Level:** {{income_level}}

**Education Level:** {{education_level}}

**Marital Status:** {{marital_status}}

Psychographics

**Personality Traits:** {{personality_traits}}

**Values & Beliefs:** {{values_beliefs}}

**Interests & Hobbies:** {{interests_hobbies}}

**Lifestyle:** {{lifestyle}}

Goals & Motivations

**Primary Goals:** {{primary_goals}}

**What motivates them to achieve these goals?** {{motivations}}

Challenges & Pain Points

**Major Challenges:** {{major_challenges}}

**What frustrations do they experience?** {{frustrations}}

Information Consumption

**Preferred channels for information (e.g., social media, news, blogs):** {{info_channels}}

**Key influencers or sources of trust:** {{influencers_trust}}

Buying Behavior

**How do they typically research products/services?** {{research_behavior}}

**What factors influence their purchasing decisions?** {{purchase_factors}}

**Common objections to purchasing:** {{common_objections}}

Marketing Messaging

**Key messages that resonate with this persona:** {{key_messages}}

**Tone of voice that appeals to them:** {{tone_of_voice}}

Signature

_________________________

{{your_name}}

{{your_title}}

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