The document provides insights on developing a customer avatar to enhance digital marketing strategies, emphasizing the need for a deep understanding of target demographics, interests, and challenges. It outlines key attributes to consider when identifying ideal customers and questions to assess their familiarity and experience with products or services. Additionally, it highlights the importance of tailored approaches in both B2B and B2C interactions to maximize engagement and success.

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I D E A L C U S T O M E R A V A T A R / P R O F I L E
IDENTIFYING YOUR
DESIGN THEORY PRESENTS

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WE’RE A FAMILY OWNED AND OPERATED AGENCY
We started out this dream in the fall of 2008. Creating websites,
graphics, and more for both people we knew and people we soon
met after. While creating digital spaces for businesses was exciting,
we quickly realized that there has to be a plan and strategy to
make businesses successful in the digital marketplace.
Over the years we’ve learned a lot in many areas of the interwebs,
creative design, and strategic business initiatives for growth.
Because we have this knowledge from working with many
individuals as well as real world experiences, we can offer all of
that knowledge to you to help grow your business.
WHO WE ARE
NICOLE PERPILLANT JEAN PERPILLANT

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Industry types, hobbies,
entertainment sources, etc.
Common questions asked by
avatars, or related challenges
QUESTIONS
Identifying your target customers
based on key attributes
DEMOGRAPHICS CUSTOMER INTERESTS
Level of education, familiarity with your
product/service, easy to onboard.
PRODUCT/INDUSTRY KNOWLEDGE
M A I N T O P I C A R E A S
TEMPLATE OBJECTIVES

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KEY ITEMS TO HELP CREATE A DOSSIER OF YOUR AVATAR
• Age Range
• Marital Status
• Generation (Get X, Millennial, Baby Boomer)
• Occupation/Industry
• Full time/Part time/Temp
• Education Level
• Income (can they afford what you offer?)
• Residence (Apt,SFH, Renting)
• Family Size
• Life Beliefs (Capitalist, Religious, Naturalist, Modern Medicine)
• Shops Online < or > than Physical Stores
• What words would they use to search for your products/services?
• Decision maker?
• Fitness Level
• Ways they entertain (music, theater, stay home, night life, etc)
• Do they donate? If so to what types of organizations?
SIMPLE DEMOGRAPHICS

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If and when introduced to your product or service, is it immediately
something that your avatar would be attracted to, or do you have to explain
how and why your product is advantageous and worth purchasing?
IS YOUR MOST VALUABLE PRODUCT ATTRACTIVE?
If the customer is new to the industry, you should position yourself as the
main point of reference. Be aware that they made need some hand holding
to navigate areas that you may find elementary, as this is new grounds for
the customer. What comes easy to you may not be easy for them.
WOULD YOU BE THE PRIMARY VOICE OF KNOWLEDGE?
In the past, did this customer already try a similar product? If so what was
the experience like? Ask them to describe in good detail. See where your
product/service varies with advantages, and has similarities that pleased the
customer
DO THEY HAVE AN PREVIOUS EXPERIENCE?
Ask questions to get a good understanding of how in-depth the
customer has knowledge on the industry. Are they aware of recent
changes, laws, challenges, etc.
DO THEY HAVE ADEQUATE KNOWLEDGE OF THIS INDUSTRY?
Have they been shopping around for prices before coming to you? Do
they value quality over cost? Have they lost money in the past with
another business like your’s and now are apprehensive?
WHAT IS THEIR PERCEIVED COST FOR YOUR PRODUCT/SERVICE?
Does the customer read trade publications, articles, blogs, about your
industry? Has your customer gone to school specifically for this
industry?
DOES THIS PERSON STUDY YOUR INDUSTRY/PRODUCTS?
W H A T T H E Y A L R E A D Y K N O W & D O N ’ T K N O W
INHERENT KNOWLEDGE

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LET’S TALK
BUSINESS
INTERESTS
If you’re looking to market directly to another business (B2B),
there are several key pieces of information you’ll need to acquire.
This slide will give you some, but each business and industry is
different. You’ll need to edit this to better fit your business and
industry with more definite.
• Business Type
• Industry
• Their main communication method to their own customers
• Common marketing styles or methods for that industry
• Most Valuable Product
• Average monthly gross profit
• Unique value add in their product/service
• Which social media platforms are most effective
• Main pain points or challenges for the business or industry

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John Frederick
WEB/IT
Pablo Diaz
MARKETING MANAGER
Sam Freeman
REGIONAL MANAGER
Paola Winter
PRESIDENT
ACME EXECUTIVE TEAM
W H O W I L L Y O U T A R G E T W I T H Y O U R M A R K E T I N G E F F O R T S
T H A T W I L L R E S O N A T E W I T H T H E I R G O A L S & C H A L L E N G E S ?
YOU MAY NOT NEED TO TARGET ALL OF THESE, BUT ONE OR TWO MAY BE ENOUGH TO WIN THE COMPANY’S BUSINESS

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0
1.3
2.5
3.8
5
COMPETITION
The popular item gaining steam
of the industry
TRENDING PRODUCT
The perceived and common
price per product or service
MARKET VALUE
The consensus of majority of the
buyers of a product or service
CUSTOMER STANDING
Company position of your main
competitor(s)
MAIN COMPETITOR
For some business owners and leaders to make a decision, they
have to be presented with as much factual knowledge as
possible. While in discovery meetings, providing too much data
can be overwhelming, you should be prepared to show exact
data that will impact your customer’s main challenges and goals.
HISTORICAL & CURRENT DATA SETS
U S E V I S U A L R E F E R E N C E S ( E X A M P L E D A T A )
PROVE YOUR WORD WITH DATA
GROWTHPOTENTIAL

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T H E P R O C E S S O F B R I N G I N G O N N E W C L I E N T S
ONBOARDING
INTENT OF INTEREST WARM ENGAGEMENTINTRODUCTION
START
Your customer is introduced
to your product/service.
May be through a trial, referral,
email, social media, etc.
Customer shows intent by joining
email list follows on socials, submits
a contact form, engages with a
CTA on website
You follow up with a phone call,
email, DM on socials to
acknowledge their interest and
offer more information (if necessary)
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FOLLOW UP OTHER PRODUCTSCLOSE THE DEAL
Reflect & Repeat
Terms are discussed, tasks are
determined, a sale is made,
contract signed, and delivery
expectation is made.
Customer review as a contact point,
assurance is reiterated. Ask for
feedback and review next steps,
ask for referrals
If you have other products that
may accompany further benefit
your customer, educate and
(re)introduce to them now

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HOW CAN WE HELP?
If you need help with identifying your customer avatar with
more in-depth focus with the intent of digital marketing,
please contact us to schedule a consultation

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CONTACT US
j p D e s i g n T h e o r y . c o m
@jpDesignTheoryemail@jpDesignTheory.com407.490.2425