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Article originally posted on blog.easyagile.com
It might seem trivial at first, to come together as a team, mocking up what seem like fake dating profiles for your most important customers. However, this exercise sets the foundation for other agile practices down the track, and its perceived benefits are often undervalued.
Teams that have a shared understanding and alignment around who is actually using the solution they are delivering are more likely to succed.
Agile practices have called for the development of cross-functional team members, which means this knowledge of who the customer is, is no longer the sole responsibility of a (traditional) Sales and Marketing team.
Let’s dive straight in.
Customer Personas are fictional generalisations of your most valuable customers. They help teams understand their customers by bringing together demographic information like age, gender, location, and income, alongside psychographic information like interests, frustrations and personal/professional motivations.
Building customer personas helps teams to address the following questions:
I think by now, you’re starting to see that building customer personas provide value to the team, but just in case you’re not quite on the customer-persona train, here are a few really important reasons:
This understanding ensures that Product Managers, Designers, Developers etc. are delivering solutions that actually address real user challenges.
This helps the team have a shared understanding of who their customers are and creates buy-in and empathy.
Understanding your customers needs, challenges and behavioural influencers, allows you to better understand what content will appeal to them best, by segmenting your customers by persona type and tailoring your marketing communications to each specific group.
Let’s look at an overview of what “goes into” building customer personas and some discovery questions to help get you started.
As you can see, a lot more thought goes into creating customer personas than simply guessing and gut feeling. So how do we go about defining all of the elements listed above, and more specifically, what questions are we hoping to answer about our customers along the way?
Let’s take a look at some discovery questions:
Location: where do people from this persona live?
Age: what is the average age/age range of this persona?
Gender: are people representative of this persona predominantly male or female?
Relationship Status: Single? Married? Children?
Interests: what are the general interests of people in this persona?
Language: what is the primary language used by people in this persona?
Favourite Websites: where do people in this persona go to learn new information?
Education: what level of education do they have?
Job Title: what is/are typical job titles for people in this persona?
Responsibilities: what does a typical work day look like for people in this persona?
Frustrations: biggest challenges for people in this persona?
Motivations: what motivates people in this persona to be successful?
Personal/Professional Goals: what do they wish to achieve?
It’s time to start creating our personas, and we’re going to break the process down into 2 steps;
It’s not crazy to think that most companies will have some broad idea of who at least some of their customer personas are. This knowledge is accumulated over time and is based on customer feedback, support requests, conversations/interviews and initial market research.
This knowledge is not to be underestimated and is a great starting point before looking towards analytics to flesh these personas out into more specific detail.
Keep in mind that a single team member will not be able to paint a holistic picture of who the customers are. The qualitative methods of gathering information we listed above will call upon the knowledge of Customer Service, Sales, Marketing, Product Managers, Researchers etc. This is very much a team exercise.
Example: Online Stationary Retailer
If we took an example of an online stationery retailer, it would be simple to identify two broad potential customer personas:
We can see from the ‘personas’ listed above that we have a vague idea about their roles in the purchasing cycle, but that’s about the extent of it. We need to build on these personas to humanise them, and get a better understanding of their holistic relationship with our product.
Now that we’ve established at least a few customer personas, it’s time to flesh them out with qualitative and quantitative data.
So where can we find/gather this information?
After looking through all of this information, trying to answer some of the discovery questions we mentioned earlier, you’ll need to look for commonality between datasets. Think of it this way:
The customer personas you and your team were able to broadly define are attached to funnels. Once you and your team find commonality in data sets, feed this information down the funnel of the customer persona it relates to (perhaps this is a completley new customer persona that you and your team didn’t know that you had). By the end of the exercise, you and your team should have a pretty good idea of who your customers are, and how to best service them, communicate with them, build solutions for them etc.
Once these personas have been developed, they should live somewhere where the whole team can see them.
Don’t be afraid to sit at your desk and think “What would Sam the System Administrator think about this new feature? Would she use it? How would she communicate its benefits to her team? What are some of the problems Sam may encounter on first use?” etc.