Customer Persona Document Template

A structured layout for defining your ideal customer profiles and behavior patterns.

Customer Persona

This document helps define your ideal customer profiles to guide marketing and sales strategies. It includes demographic, psychographic, and behavioral attributes to align your messaging, product development, and outreach tactics.

Basic Information

Full Name	Age	Gender	Location
{#persona}{fullName}	{age}	{gender}	{location}{/persona}

Demographics

Occupation: {occupation}
Income Level: {incomeLevel}
Education Level: {educationLevel}
Marital Status: {maritalStatus}

Psychographics

Values: {values}
Interests: {interests}
Lifestyle: {lifestyle}
Personality Traits: {personalityTraits}

Goals and Challenges

Main Goals: {mainGoals}
Main Challenges: {mainChallenges}

Buying Behavior

Preferred Channels: {preferredChannels}
Decision Criteria: {decisionCriteria}
Buying Frequency: {buyingFrequency}

Technology Usage

Primary Devices Used: {primaryDevices}
Apps/Platforms Used Frequently: {platformsUsed}

Customer Quotes

{#quotes}

"{quote}" – {context}

{/quotes}

Customer Journey Touchpoints

{#touchpoints}

{stage}: {description}

{/touchpoints}

Product Fit

How Our Product Solves Their Needs:

{productFitDescription}

Objections and How to Overcome Them

{#objections}

Objection: {objection}
Response: {response}

{/objections}

Last Updated: {lastUpdated}

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