8 steps to creating a (buyer) persona

8 steps to creating a persona
Table of contents

In an era dominated by data and analytics, understanding your target audience remains an indispensable key to the success of any marketing strategy.

A particularly effective way to deepen this understanding is to create a buyer persona.

This fictional representation of an ideal customer allows companies to tailor their marketing and product development strategies to the needs and preferences of their target audience.

In this article, we will look at 8 key steps to creating a (buyer) persona.



🎯 The most important summarized:

  • By creating personas, the customer takes center stage – all measures are geared directly to their needs and challenges.



  • The process is based on the systematic collection and analysis of customer feedback in order to create realistic and meaningful personas.



  • A clearly defined process, from data collection and analysis to the concrete development of the persona, ensures well-founded and applicable results.



  • Personas provide a practical guideline that enables targeted marketing strategies to be developed and products and services to be tailored precisely to the target group.

Use the potential of easyfeedback

Arrange your personal appointment!

Easyfeedback Dennis Wegner

Table of contents

Discover our survey template for your target group analysis

Discover our survey template for your target group analysis

This way

What is a (buyer) persona?

A buyer persona is a fictional representation of a typical person within your target group that represents their needs, abilities, expectations and behaviors. 

Unlike a general target group, which groups together different people based on common characteristics, a persona represents an ideal customer who is characteristic of your target group.

Market research data and customer feedback are often used to create a persona. 

It allows companies to get an accurate picture of who their products or services are being developed for and how they can best market them.

By using personas, companies can better tailor their marketing and product development strategies to the interests and needs of their target audience, which can ultimately lead to successful campaigns and a better understanding of customer needs.

Step 1: Conduct research 

To create a buyer persona, it is important to collect a lot of information about your target group. 

This includes not only demographic data such as age, gender, income and place of residence, but also behaviors, interests and challenges. 

Step 1 Conduct research

You can obtain this data through market research surveys, social media analysis, website statistics and customer feedback, for example. 

If you analyze these aspects carefully, you will gain valuable insights into the lifestyles, preferences and needs of your potential customers.

Based on this, you can then target your audience effectively and build long-term customer relationships that benefit both your business and your customers.

You want to learn more about market research surveys with easyfeedback

You want to learn more about market research surveys with easyfeedback?

This way

Step 2: Segmenting your target group 

To create a buyer persona, you next need to identify different groups within your target group

These groups may have different needs, preferences and behaviors. 

By dividing your target group into segments, you can better address the specific needs of each group and therefore develop more effective marketing strategies.

Below I’ve listed ways you can segment your target audience:

  • Demographic characteristics:

    • Age
    • Gender
    • Income
    • Level of education
    • Marital status
    • Place of residence
  • Geographic characteristics:

    • Region
    • Country
    • City size
    • Climate zone 
  • Behavioral characteristics:

    • Purchasing behavior
    • Brand loyalty
    • Use of products or services
    • Online behavior
    • Engagement with your brand
  • Psychographic characteristics:

    • Lifestyle
    • Values
    • Attitudes
    • Interests
    • Hobbies
    • Personality traits 
  • Purchase phase:

    • Awareness
    • Consideration
    • Purchase
    • Loyalty 
  • Technographic characteristics:

    • Device types
    • Browsing behavior
    • Internet usage

Step 3: Select a representative persona

Decide on a persona that is representative of a specific segment of your target group.

Pay particular attention to the main characteristics and needs of this persona in order to get an accurate picture.

Would you like to find out more about target groups

Would you like to find out more about target groups?

This way

Step 4: Create a profile

Give your persona a name and create a comprehensive profile that includes their demographics, background story, goals, challenges, preferences and behaviors. 

Step 4 Create a profile

Dive deep to paint a vivid picture of your persona and understand what moves them, what drives them and what obstacles they might encounter along the way.

Step 5: Validation through data

Base your persona on reliable data and information.

You can achieve this in various ways:

1. Comparison with existing data

Check whether the demographic data, behaviors and interests of your persona match the existing data from your market research, customer surveys or other sources.

2. interviews and surveys

Conduct interviews or surveys with members of your target group to check the accuracy of your assumptions and profiles.

Compare the answers with the characteristics of your persona to ensure that they are realistic.

3. Analysis of user behavior

Analyze the behavior of users on your website or in your social media channels to determine whether it matches the described behaviors of your persona.

This can help you to further refine and customize your persona.

4. Feedback from stakeholders

Get feedback from other team members, stakeholders or experts in your company to ensure that your persona is realistic and takes all relevant aspects of the target group into account.

5. A/B tests and experiments

Run A/B tests or other experiments to see how different approaches work for different segments of your target audience.

Compare the results with your persona’s expectations to ensure they are accurately represented.

Step 6: Visualization

Create a visually appealing representation of your persona, including an image and other graphic elements to make it even more vivid and tangible.

This can take the form of a poster, an infographic, a mind map or a storyboard, for example.

A visual presentation brings your persona to life and makes it easier for your team and other stakeholders to understand.

Step 7: Apply your persona

Use your persona as a guide for marketing strategies, product development, content creation and other business decisions.

Step 7 Applying your persona

Make sure that your efforts are always tailored to the needs and preferences of your persona.

In this way, you can ensure that your activities are targeted and that your target group can be reached in the best possible way.

Step 8: Update and adapt

Regularly reviewing and adapting your persona is crucial to meet changing market conditions, new insights and the evolving needs of your target audience. 

This will help you stay up-to-date and ensure that your marketing strategies, product development and other business decisions are continually aligned with the needs of your target audience.

Conclusion: Align product and marketing strategies based on your persona  

In today’s business world, it is crucial to understand the needs and preferences of your target audience in order to develop successful marketing strategies and make effective business decisions.

Creating a persona is an essential step to deepen this understanding and accurately define your target audience.

By completing the 8 steps to creating a persona, you can develop a clear and detailed representation of your ideal customers to guide your marketing efforts and business decisions.

A persona allows you to put yourself in your customers’ shoes, understand their needs and target them specifically. 

Step 4 Creation of personas

It helps you personalize your marketing strategies, develop products and services that are tailored to the needs of your target audience, and ultimately build stronger customer loyalty and retention. 

In addition, a persona provides a clear framework for communication and collaboration within your team by giving everyone involved a common understanding of your target audience.

Overall, creating a persona is an essential step for companies seeking long-term success and competitive advantage. 

By better understanding your target audience and putting their needs at the center of your business strategy, you can build a sustainable customer relationship and put your business on a growth trajectory.

Start your own survey project now or let us advise you!

Table of Contents