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Marketing Personas
Charles Dimov
@CDimov
StrategyD.org
Agenda
• What
• Why
• How
• Tools
• Best Practices…
Photo:TheFashionApprentice.com<http://ow.ly/MYl80>
How well we
communicate is
determined not by
how well we say
things but how well
we are understood
- Andrew Grove -
Photo:LegoFan-Tastic<http://ow.ly/MY3Qv>
What
Marketing
• CEB: studied 1,400+ B2B customers across industries revealing that
57% of a typical purchase decision is made before a customer even
talks to a supplier (1)
• SeriusDecisions:
67% of the buyer’s journey is now done digitally (2)
KNOW YOUR CUSTOMERS
Sources:(1)“TheEndofSolutionsSales,”CEB,2013<http://ow.ly/MX1vO>
(2)“TheMythsofthe67%statistic”MeganHeuer,SeriusDecisions,Jul2013<http://ow.ly/MX32z>
Defining
Personas are fictional,
generalized representations
of your ideal customers(1)
Source:(1)“ThedefinitionofaBuyerPersona,”Hubspot,Mar2014<http://ow.ly/MX5yy>
Examples
HOW to use it?
• Targeted Messages
• Engaging Content (Web, Product Marketing…)
• Content speaks to Needs customers
(wants, goals, desires, pain points, needs)
• Common understanding of ideal customer
• Consistency (Product Marketers, Social Media Planner, PR Person…)
• Channel: Where to communicate
• Speak in customer’s language
Why
Marketing
• Ideas@Work: Personas to develop email campaigns: (1)
2x Open Rate
5x Click Through Rate (CTR)
• Hubspot: Personas for Websites
2x – 5x more effective & easier to use (2)
Persona for Email campaigns:
+14% CTR
+10% Conversion
18x more revenue than Generic Email
Sources:(1)“ROI&BuyerPersonasinB2BMarketing,”VanMorris–Ideas@WorkBlog
(2)“TheScienceofBuildingBuyerPersonas”Hubspot,Dec2014
How
5 Steps
• Define Target Market
• Research
• Summarize Persona & Attributes
• Communicate
• Revisit
Target
• Who are recipients of
my communication?
• Who do I want to
educate, update,
influence or
inform?
• Customer Segments
Research
• Questions to ask
• Assumption Maps
• Ethnographic
• Multiple Choice Surveys
• Focus Groups
• Analytics
• Internal Data
Photo:JayBrick’sBlog<http://ow.ly/MXBjm>
Research
• Start at the End
• What helps team the most?
• Define Persona profile
• Interview Audience
Research
• Twitter Analytics
• Google Analytics
• Facebook Insights
Persona Elements
• Demographic
Summary
• Goals
• Pain Points
• Quotes
Persona Elements
• Demographics
(age, income, marital status,
kids…)
• Pressure / Challenges
• Desires (business / family / life)
• Media preference
(email, direct mail, Twitter,
Facebook, chatter, phone call …),
• Typical workday, favourite time to
engage with media,
• Geographic area / building
• interests: work – life – hobby
• Key Objectives: grow sales, cost
reduction, optimize resources,
improve efficiency, create strategy
• Psychological profile: DISC /
Birkman Quadrants / Standout
• Position: influencer, decision
maker, budget owner, problem
owner, champion, mentor…
• Concerns (product opportunity,
industry, position, hot buttons)
• Direct Quotes from customers
(language / style / voice)
Summarize
• Data Analysis
• Cluster Interviews
• # Personas needed
• Key Attributes
• Create Personas
Summarize
Communicate
• Project Team
• Team Driving Initiative
• Change Agents
• Key Stakeholders
• Communicators
• Explain how to use Personas
Source:www.Conrad.com<http://ow.ly/MXXL7>
Revisit
• Customer change
• Needs change
• Revisit Personas
(every 3 – 12 mo. Internal)
Tools
Free Web Tools
• Create Interview questions
• Structure your approach
• Templates
• Writing/Talking style quotes
• Personalization story
• Impactful Summary
Free Web Tools
Extensio
Extensio
HubSpot
Kayak
Best Practices
Best Practices in Your Firms?
Key Points
Keys Points (5 Steps)
• Define Target Market
• Research
• Summarize Persona & Attributes
• Communicate
• Revisit
Resources
• Strategy D for Digital Marketing
http://strategyd.org/marketing-personas-still-relevant/
http://strategyd.org/personas-5-quick-steps/
http://strategyd.org/persona-tool-review/
• Ideas@Work Blog
http://blog.mltcreative.com/ROI-Buyer-Personas-in-B2B-Marketing
• Hubspot
http://knowledge.hubspot.com/contacts-user-guide/how-to-create-personas
Final Thought
How far can you take it?
Photo:“ThescienceandengineeringbehindLegoMan’sballoonvoyage”MaryOrmsby,TorontoStar
<http://ow.ly/MXHvy>
Marketing Personas
Charles Dimov
@CDimov
StrategyD.org

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Marketing personas (product camp jul2015)

  • 2. Agenda • What • Why • How • Tools • Best Practices… Photo:TheFashionApprentice.com<http://ow.ly/MYl80>
  • 3. How well we communicate is determined not by how well we say things but how well we are understood - Andrew Grove - Photo:LegoFan-Tastic<http://ow.ly/MY3Qv>
  • 5. Marketing • CEB: studied 1,400+ B2B customers across industries revealing that 57% of a typical purchase decision is made before a customer even talks to a supplier (1) • SeriusDecisions: 67% of the buyer’s journey is now done digitally (2) KNOW YOUR CUSTOMERS Sources:(1)“TheEndofSolutionsSales,”CEB,2013<http://ow.ly/MX1vO> (2)“TheMythsofthe67%statistic”MeganHeuer,SeriusDecisions,Jul2013<http://ow.ly/MX32z>
  • 6. Defining Personas are fictional, generalized representations of your ideal customers(1) Source:(1)“ThedefinitionofaBuyerPersona,”Hubspot,Mar2014<http://ow.ly/MX5yy>
  • 8. HOW to use it? • Targeted Messages • Engaging Content (Web, Product Marketing…) • Content speaks to Needs customers (wants, goals, desires, pain points, needs) • Common understanding of ideal customer • Consistency (Product Marketers, Social Media Planner, PR Person…) • Channel: Where to communicate • Speak in customer’s language
  • 9. Why
  • 10. Marketing • Ideas@Work: Personas to develop email campaigns: (1) 2x Open Rate 5x Click Through Rate (CTR) • Hubspot: Personas for Websites 2x – 5x more effective & easier to use (2) Persona for Email campaigns: +14% CTR +10% Conversion 18x more revenue than Generic Email Sources:(1)“ROI&BuyerPersonasinB2BMarketing,”VanMorris–Ideas@WorkBlog (2)“TheScienceofBuildingBuyerPersonas”Hubspot,Dec2014
  • 11. How
  • 12. 5 Steps • Define Target Market • Research • Summarize Persona & Attributes • Communicate • Revisit
  • 13. Target • Who are recipients of my communication? • Who do I want to educate, update, influence or inform? • Customer Segments
  • 14. Research • Questions to ask • Assumption Maps • Ethnographic • Multiple Choice Surveys • Focus Groups • Analytics • Internal Data Photo:JayBrick’sBlog<http://ow.ly/MXBjm>
  • 15. Research • Start at the End • What helps team the most? • Define Persona profile • Interview Audience
  • 16. Research • Twitter Analytics • Google Analytics • Facebook Insights
  • 17. Persona Elements • Demographic Summary • Goals • Pain Points • Quotes
  • 18. Persona Elements • Demographics (age, income, marital status, kids…) • Pressure / Challenges • Desires (business / family / life) • Media preference (email, direct mail, Twitter, Facebook, chatter, phone call …), • Typical workday, favourite time to engage with media, • Geographic area / building • interests: work – life – hobby • Key Objectives: grow sales, cost reduction, optimize resources, improve efficiency, create strategy • Psychological profile: DISC / Birkman Quadrants / Standout • Position: influencer, decision maker, budget owner, problem owner, champion, mentor… • Concerns (product opportunity, industry, position, hot buttons) • Direct Quotes from customers (language / style / voice)
  • 19. Summarize • Data Analysis • Cluster Interviews • # Personas needed • Key Attributes • Create Personas
  • 21. Communicate • Project Team • Team Driving Initiative • Change Agents • Key Stakeholders • Communicators • Explain how to use Personas Source:www.Conrad.com<http://ow.ly/MXXL7>
  • 22. Revisit • Customer change • Needs change • Revisit Personas (every 3 – 12 mo. Internal)
  • 23. Tools
  • 25. • Create Interview questions • Structure your approach • Templates • Writing/Talking style quotes • Personalization story • Impactful Summary Free Web Tools
  • 29. Kayak
  • 31. Best Practices in Your Firms?
  • 33. Keys Points (5 Steps) • Define Target Market • Research • Summarize Persona & Attributes • Communicate • Revisit
  • 34. Resources • Strategy D for Digital Marketing http://strategyd.org/marketing-personas-still-relevant/ http://strategyd.org/personas-5-quick-steps/ http://strategyd.org/persona-tool-review/ • Ideas@Work Blog http://blog.mltcreative.com/ROI-Buyer-Personas-in-B2B-Marketing • Hubspot http://knowledge.hubspot.com/contacts-user-guide/how-to-create-personas
  • 36. How far can you take it? Photo:“ThescienceandengineeringbehindLegoMan’sballoonvoyage”MaryOrmsby,TorontoStar <http://ow.ly/MXHvy>