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Guide · Marketing

Customer Persona: How to Build One From Real Data

By the editorial team · Digital Agency Award ·

A customer persona is a made-up buyer built from real data, such as sales calls, support emails and search queries. This guide shows how to collect that data and turn it into one page your whole team can use.

  1. What a customer persona is

    A customer persona is a made-up person who stands for a group of real buyers. You give this person a name, a job, goals and worries. Then your team can ask one simple question when it writes an ad or plans a page: would this person care?

    The Nielsen Norman Group describes a persona as a fictional but realistic description of a typical or target user. It says the description should read as if the person were real. It also warns that a persona is not the same as a user group. A group is a range of numbers. A persona is one person drawn from those numbers.

    One more rule from that article matters most here. A persona must rest on research. If you dream up a buyer you hope to get, you will describe someone who does not exist.

    Sources: Nielsen Norman Group, Personas Make Users Memorable for Product Team Members

  2. Start with the data you already own

    You do not need a big study to start. Most small firms already hold three good sources of buyer facts. Collect them before you write a single line about your persona.

    First, sales calls and emails. Read ten or more of them from buyers who said yes and a few who said no. Mark the exact words buyers use for their problem. Note what made them act and what made them wait.

    Second, support emails and chat logs. These show what people get stuck on after they buy. Third, your website numbers. The next two sections cover these tools, because they are free and many teams skip them.

    Sources: Nielsen Norman Group, Personas Make Users Memorable for Product Team Members

  3. Use Google Analytics for the who

    Universal Analytics has Audience reports for age, gender and interests. Open the Demographics and Interests reports. Google lists age bands from 18-24 up to 65+, and interest groups such as Affinity Categories and In-Market Segments.

    There is a catch. You must turn on Advertising Reporting Features and the Demographics and Interests reports first. Google also says this data may cover only a subset of your visitors, and the reports show what share of sessions they cover. If the share is low, treat the result as a hint, not a fact.

    Look at conversions by age and interest, not just visits. A group that visits a lot but never buys should not shape your persona.

    Sources: Google Analytics Help, About Demographics and Interests

  4. Use Search Console for the what

    The Performance report in Google Search Console shows the search queries that bring people to your site. It also shows clicks, impressions, click rate and average position. You can group the table by query, page or country.

    Read the queries as buyer language. A person who types a price question is close to a decision. A person who types a what-is question is still learning. Write both kinds of phrases into your persona notes, using the exact wording.

    Compare countries too. If a page draws readers from two markets, you may need two personas, not one.

    Sources: Search Console Help, Performance report (Search)

  5. Turn the notes into one page

    Now group what you found. The Nielsen Norman Group advice is to cluster the traits you saw, merge groups that look alike and drop those that matter little to the business. Most firms end with two or three personas. One or two should be the main targets.

    Give each persona a name, an age range, a role and a one line summary. Add the goals, the worries, and the device they use. Then add two real phrases from your sales calls. Keep only details that change a decision. A favorite food does not help a firm that sells accounting software.

    Build the page as a team. When sales, support and marketing all see the raw notes, they trust the result and use it.

    Sources: Nielsen Norman Group, Personas Make Users Memorable for Product Team Members

  6. Check it and keep it fresh

    Test the persona against a recent win. Would your best new customer fit it? Then test it against a loss. If neither fits, go back to the data.

    Self reported answers can mislead, so the Nielsen Norman Group suggests checking survey results against other methods. Your sales notes and site numbers do that job.

    Review the page every few months. Buyers change, and so do their searches.

    Sources: Nielsen Norman Group, Personas Make Users Memorable for Product Team Members

  7. Sources

    1. Nielsen Norman Group, Personas Make Users Memorable for Product Team Members
    2. Google Analytics Help, About Demographics and Interests
    3. Search Console Help, Performance report (Search)

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