Creating Personas for the Customer Experience Playbook

Your customer avatar is probably wrong. It’s not your fault. The entire industry has been running the same lazy playbook for years... But there's a better way to truly understand your audience—I'll break it down for you step by step: First, it's important to note: most marketers confuse *data* with *insight*, and most brands only know their customer’s basic info. They'll run entire marketing campaigns based on minimal insights: • Male • 25-45 • Likes fitness But that’s not a profile. That’s just a demographic checkbox. To actually connect, you need to go deeper… I use a 5-point system to build customer avatars that actually work. The 5 pillars are: 1. Identity 2. Emotion 3. Generation 4. Seasonal purchasing behavior 5. Cultural movements Here’s how it works: 1. We start by researching Identity. Your audience isn’t just a group of people—they see themselves as someone specific. Are they: • Hustlers? • Achievers? • Rebels? Their core identity drives what they believe, which is why we start with the core and layer things on top. 2. Next we get insight on Emotion. Emotion drives buying decisions, not logic. Understanding which emotions fuel your audience is key: • Fear of missing out? • Desire for control? • Pride in their achievements? If you can nail the emotional hook, your offer becomes irresistible. 3. We then move on to Generation. Boomers, Millennials, Gen Z, and Gen X aren’t the same. Each grew up with different values, tech, and cultural experiences. Even subtle things like humor or world event references can make a huge difference. We add this to the mix along with: 4. Seasonal Purchasing Behavior Your audience doesn’t buy the same things year-round. Track when they’re most likely to spend and align your campaigns with their *natural habits*. E.g.: Fitness goals spike in January, outdoor gear in spring. Timing is everything. 5. Finally, we study Cultural Movements. What’s happening in the world that aligns with your audience? If we’re gonna tap into shared beliefs, trends, or societal shifts to make your brand feel relevant, we need to know how to go from “just a product” to a movement. When you understand these 5 layers, you stop guessing—and start connecting. You stop throwing spaghetti and start painting a masterpiece. TLDR; If your avatar is built on a static template from 6 years ago, you’re in trouble. Avatars are as fluid as the humans they’re built on. Knowing how to track the 5 most important those changes (and build a strong marketing strategy from them) is the key to real growth. 🔑

Your buyer persona: “Meet Sarah. She’s 35. Drives a Honda. Drinks oat milk.” OK ... But that tells me nothing. I don’t care if she shops at Whole Foods. I want to know: 👉 what does she struggle with? 👉 what triggers her to buy? 👉 what words does she actually use? Most personas are packed with shallow info. Not what actually moves a customer to buy. You don’t need a cute name. Or a coffee order. You need insight. Here’s how to build a persona that actually helps you sell: 1. Do customer interviews 1. Talk to real people. 2. Ask open-ended questions. 3. Capture exact language. And during these interviews ... 2. Capture voice of customer (VOC) VOC are the words your customers use to describe: - their customer journey - your product VOC eliminates jargon. And ineffective messaging. It makes customers think, "They get me." 3. Map customer pain points 👉 What keeps them up at night? 👉 What problem are they trying to solve? 👉 Why have they failed to solve it? 👉 What else have they tried to solve it? 4. Identify search triggers 👉 Why did they start looking for a solution? 👉 What triggered their search? 👉 What makes their search urgent? 5. Document objections 👉 What gives them pause? 👉 What uncertainties do they have? 👉 Where have competitors failed them? 👉 What almost stopped them from buying? 👉 What makes them doubt your product? 6. Find "The Flip" What makes your customer flip from 🧐 “What is this?” ↓ 😍 “This is exactly what I need.” Build your messaging around this moment. ___ This is how you create a messaging guide. Not by guessing. Not with a cute persona worksheet. Knowing Sarah’s favorite podcast? Sorta helpful. Knowing what keeps her up at night? Insanely helpful. ____ ♻️ Repost this if you found it useful 🧐 Follow me (@lizwillits) for more posts 💌 Get VIP insights in my email newsletter

56% of sales & marketing people get customer personas wrong. Let's understand how to create personas with little/no access to first hand data... Last quarter, we analyzed 750+ “ideal customer” profiles. → 73% were just job titles & demographics → Only 27% mapped actual behaviors, buying triggers/pain points If your persona looks like this: "CMO at a mid-sized SaaS company, 35-50 years old, USA-based" You’re already off track. Here’s how to fix it: ✅ Analyze Unstructured Data (CRM alone won’t cut it) → Scan support tickets, live chats, & sales calls → Spot recurring objections & frustrations ✅ Reverse Engineer Buying Triggers → Check LinkedIn, Quora, & Reddit in your niche → Find what’s making people switch vendors ✅ Use Competitor Reviews → Study G2, Capterra, or Trustpilot → 1-star reviews show pain points (5-stars reveal what matters most) ✅ Validate with Prospects (No Costly Surveys Needed) → DM 5-10 people on LinkedIn: "Hey [Name], I see you’re working on [industry problem]. I’m putting together insights on [pain point]. Curious - what you seeing as the biggest challenge with [specific issue]?" Personas built this way drive conversions –  because they reflect actual buying behaviors, not assumptions. Find this useful? Follow → Junaid Dar