Blog / How to Create a Persona for Your Business

How to Create a Persona for Your Business

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By Johannes Mansbart

CEO & Co-Founder, chatarmin.com

Last updated at: November 11, 2024

WhatsApp Knowledge

☝️ The most important facts in brief

  • Marketing efforts can be inaccurate if departments don't communicate clearly.
  • Creating a persona defines the desired target group of your company.
  • Personas should be as detailed as possible and reflect a real customer.
  • When creating personas, you can rely on internal company data or external investigative procedures.
  • Use a persona for your WhatsApp or social media marketing to reach customers in a targeted way.

Is there currently disagreement in your company about what the standard customer looks like and which target group should be addressed in content marketing, for example in the social media sector? Analyzed data helps you to develop special personas that give the customer a face.

Ask yourself what your example customer looks like and what decisions they might make about your product selection. In this article, we at Chatarmin would like to provide you with a clear overview of what a well-developed persona looks like and what advantages your company can use to make product development and sales more efficient.

What is a persona?

What does your customer look like? What are their buying habits? Do they have any special hobbies? Are certain product groups their preferred destination? How high is their monthly income and what do they do for a living? Defining your target group and processing various characteristics of people who could be your potential customers are important marketing tools that you can use to get an idea of your clientele.

In fact, target group analysis should be an essential part of your work, because it provides you with an answer to the question of who is buying from you and how you can base your advertising efforts on facts rather than gut feeling.

Create a persona: A persona is a detailed description of a user.

Understanding your customers and their interests will make your work much easier, because if you know their motivations, the goal of communicating with them in the right way is within reach. Every company pursues a specific target group, because one person from that group has exactly the needs that could make them a customer.

In today's world, content marketing should include the creation of a persona, because this describes your everyday customer and their usage behavior. In just a few steps, you create a persona in which you combine all relevant user data. Creating personas is an important way of making it clear to everyone in your company which buyers belong to your target group.

You and your team then tailor products, services or advertising to them. Everything is important with regard to the needs of the personas, because they ensure your daily sales and it is essential to know their goals and to be able to successfully serve them.

What are the core elements of personas?

If you want to create detailed personas, you should know your customers very well and have an exact knowledge of all their needs. Analyzing people is one of the big goals your company should strive for to increase your potential profits. Information is therefore extremely valuable and by developing a qualitative persona, you are taking the first step in making business-oriented decisions.

Of course, we at Chatarmin would like to provide you with an overview of the most important core elements of personas in this article. This information will help you to focus on the crucial data. Therefore, the following details should be included in your customer personas:

  • Name
  • Gender
  • Age
  • Occupation
  • Possibly cultural background
  • Personality
  • Goals in life
  • Expectations of products or services
  • Preferred user behavior

It can also be helpful to integrate a sample photo of the persona into the persona to help employees answer questions about what the target group looks like. In fact, this is also one of the important features of a detailed persona for the marketing sector. A persona should not only shed light on the needs of potential customers, but also serve those of your own employees with regard to online marketing.

Instructions: How to create a buyer persona for your company's marketing step by step

Defining your target group is particularly important to you? That's good, because it shows that you are thinking about it and want to optimize communication with your customers.Our step-by-step guide will help you create one or more personas that more accurately summarize your target audience, so you can start targeting them directly through advertising of all kinds, including WhatsApp marketing .

Creating personas: Put a face to your target audience in just a few steps

The first step is always the hardest, because creating a persona requires some experience and, of course, the necessary data and knowledge of user needs. So start by gathering the most important information about the regular people who make up your target audience. We at Chatarmin will explain a little later in this informative article what options are available to you for collecting this information.

Once you have an overview of all the relevant data, you can start developing a persona. Follow the steps below in our Chatarmin guide when creating content and focus on the idea of your standard customer:

Step 1: Think about a name, how to address them and what they look like

Step 2: Always base the development of each persona on the average of your customers

Step 3: Think about which product, which advertising platform and which goals are of interest to your representative

Step 4: Summarize all the content information you have gathered in a persona

Step 5: If you identify multiple target groups for your business, create multiple personas

Step 6: Check the personas and target groups multiple times and have different employees look at the information to create personas that are as accurate as possible

Step 7: Finalize the persona into a person who represents your standard customer and also add a possible image of the example customer

Step 8: Present the persona to all departments and employees to help them understand the important characteristics in marketing

It is also important that you continuously monitor the interests of your personas so that you can react to changes or further development of a persona or target group. Ongoing data analysis with regard to personas is an effective way to improve online marketing in a customer-oriented way.

Which tools can help you create a target group persona?

Fortunately, there are some excellent tools available to help you create high-quality customer personas. We have selected 5 top resources for you, because with these tools, creating targeted personas will certainly not be difficult:

  1. Make my Persona
  2. SEMrush Persona
  3. Xtensio
  4. Delve AI
  5. Smaply

You should test for yourself which tool you can work with most accurately to design a desired persona for your daily work, because each persona creation tool naturally has its advantages and disadvantages.

Create personas: Chatarmin is your #1 point of contact for communication via WhatsApp

Have you created your personas and are now on your way to actively using your insights in advertising marketing? Customer communication via WhatsApp is a popular way to reach a single person or entire target groups directly. With over 2 billion WhatsApp users and an open rate of over 90 percent, WhatsApp is a promising channel for achieving your marketing goals.

We at Chatarmin are your point of contact for all important topics related to the WhatsApp app, and this of course also applies to the use of personas in connection with the popular messenger app. We help you create the right content to set up a prime example of WhatsApp advertising campaigns with the support of personas.

Advantages: Why it makes sense for companies to describe their ideal customer in the form of a persona

Do you want to optimize your company's performance and bring the features of your products to your customers? Creating personas can help you achieve all your marketing goals, whether via WhatsApp, email, or in-store. At Chatarmin, we want to summarize the most obvious and not-so-obvious benefits of developing and using personas for your company:

  1. personas allow you to tailor products and services to customers
  2. ideally, you will reach a contact with your desired target groups
  3. personalize WhatsApp newsletters
  4. improve the content on your company's website
  5. optimize your content on social media sites like Facebook, Instagram and Co.

Further benefits of creating buyer personas

Generating a marketing message is no easy task, because your company's goals must be clearly formulated. Furthermore, it is important for you to know and satisfy the needs of your target group. With a well-thought-out persona, you will be able to achieve increased customer loyalty in the long term and boost sales

Another positive: personas help with your WhatsApp marketing

Of course, you know the advantages of Chatarmin - we are WhatsApp experts. Whether it's communication, marketing or other matters, Chatarmin is your point of contact when it comes to contacting a desired target group and exchanging information in an improved way. From WhatsApp newsletters to chat bot integration, we can support you with any WhatsApp project. With this guide, we would also like to give you a deeper insight into the psychology of personas.

Customer psychology: Why is it important for your company to know your customers inside out?

Whether customers in your real-life business premises or users in an online shop – they all have their needs and behaviors, which have a significant influence on their buying interests. As a representative of the sales profession, it is up to you to study all these areas and take an example from topics such as sales psychology.

Which form of address do the people in your customer base prefer? Are there questions about the product that are of particular concern to them? Do they know certain measures in customer communication to praise to the skies? Knowing the interests of your customers can make all the difference for you in business.

The search for the perfect selling point requires you to have a precise picture of the psychology of the people in your customer base. A persona will guide your search and help you create a service that will boost customer satisfaction. And a positive feature of all the work is that the sales figures will also increase. Creating personas should therefore always be seen as a long-term, lucrative investment for your company.

The marketing departments in your company should work with the same goals

Customer service, development and sales: these are just a few examples of departments in your company, and there is more than just a difference in the way these internal departments think. Each department focuses on different characteristics in their work, but in terms of customer acquisition, they should all have the same image of customers.

Therefore, it is helpful to create a unified persona for all departments. This way, each department does not work according to its own persona characteristics, but sales and co. are able to pursue the same company interests and have combined the characteristics of a persona in an example.

Advertising campaigns can be defined in a much more targeted way with a detailed persona

Running advertising campaigns is essential for every company, especially to reach large target groups, but in today's world, potential buyers are inundated with a flood of advertising. Therefore, it is all the more important to spread targeted advertising and this applies in particular to advertising measures on the World Wide Web. The users there are very “advertising-spoiled”, but can also be better analyzed based on their surfing behavior on the Internet.

In this case, the compilation of personas should work much more easily because online you can see which product the prospect buys and how long they stay on the individual subpages of your website. You can organize your customer information according to numerous characteristics, but some approaches are particularly effective for creating a persona for a sample customer.

What is the basis for creating personas?

We've told you a lot about what makes a good persona and how your company can use personas in general. One of the next questions is how you can even determine the information for a high-quality persona. Fortunately, you usually have a lot of content available for this, because there is knowledge about every possible target group that you just have to access or, alternatively, can easily obtain yourself.

How your customer database can help you create good buyer personas

Are you asking yourself how to create your ideal persona? Your own customer database is the answer to your questions, because it already contains a wealth of information about your customers. What products do your target customers like to buy? Do they have a favorite product? Do they exhibit certain behavioral traits when shopping? The statistics in your customer database speak volumes and help you create detailed personas for your team.

Internal research: Identify needs, wants and goals with the help of your team

Of course, you can also get your teams on board and start interviews to find out how your employees define your customers. Ask your employees key questions to develop a persona together through interviews. The following questions would be useful for this:

What do most customers have in common? Are there particular shopping behaviors that all of them have in common? Does your company benefit from a particular gender, age or professional group?

External data: How your customers can help you create a targeted persona

In your endeavor to create qualitative personas, you also have other options available to you, and here you should consider simply asking your customers which target group they see themselves in. This way, you get the information for a detailed persona directly from the source – personas can't be more genuine than this.

Customer surveys serve the purpose of creating meaningful personas

Your customers probably don't even know what personas are and basically they don't need to know, because a persona doesn't play any role for them. But it does for you and your company, and that's exactly why it makes sense to get customer information directly from the buyers. Surveys with direct participation of the target groups are an effective way to create detailed personas.

How many customer personas does your company need?

Of course, we can't give you a general answer to this question, because you have to decide whether your target group includes more than just one persona. Most of the time, it's not a bad idea to create 2-3 different personas and identify them as target customers. However, you have to make this decision individually and in the interest of your company.

Presenting target groups and personas - how do you educate your team about your ideal customer?

You've done it: you now have all the information you need to create personas for your company. As soon as you have a model customer, it is now your job to educate your team as a whole about the type of customer your company should be targeting. It is therefore important to educate each individual employee about how the personas are used so that everyone can work together to satisfy existing customers and generate new ones.

Team meetings: Clearly communicate goals by creating personas

Especially for the introduction of new professions, team meetings should be held in which the department heads participate and are trained with regard to personas. These then pass on the new company goals to the employees. Of course, it would also be possible to invite each department to a team meeting and to tell all employees live in person how to deal with the new personas.

Present the personas for your company in a standardized way

It is important that the presentation of the personas is consistent and that every employee is on the same page. Therefore, you could also distribute written or digital information in addition to the meetings. Posting the persona in a WhatsApp group chat is a promising option for this.

Conclusion: Creating a buyer persona – a clever marketing plan for your company

Do you know the needs of your customers and have access to important behavioral data of those who buy from you or are potential buyers? Then you are in a position to create qualitative personas that will help you significantly improve your marketing strategies on social media, WhatsApp and other platforms.

With Chatarmin, you can establish good communication within your company – including for content marketing

Personas, personas and more personas – if you have multiple target groups, it is up to you to create a persona for each one so that your team can start targeted outreach. There are numerous WhatsApp marketing examples for this. With good communication within the company, you can also improve customer satisfaction. Chatarmin will do its best to help you combine persona creation and WhatsApp marketing measures to maximize your advertising success.

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