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Playbook for Digital Agencies
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Playbook for Digital Agencies
Playbook for Digital Agencies
A playbook for agencies
Business model
Workflows
Agency Team
Clients
Bring in new business
Pricing
Proposal Quote Generator
Design Estimate
Projects
Project Reviews
Project List
Project Dashboard
Project Updates Over Time
Design Research
Plan
Participants
Interviews
P1
P2
P3
Findings
Client Collab Doc
Meeting Notes
Client Action Items
Retainers
Growth-Driven Design
Strategy
Goals Workshop
Score Card Workshop
Buyer Persona Workshop
Sort Priorities
Launch Pad
Continuous Improvement
Parking Lot List
Retainer Tracker
Tasks
All Tasks
Team Tasks
My Tasks
Work Zen
Resourcing
Assigning Work
Project Schedule
Time Tracking (WIP)
User Doc
Submit New Timesheet
All My Timesheets
My Reports
Timesheet User Data Tables
User Doc Timesheet Team
User Doc Timesheet Categories
User Doc Timesheet Projects
Teammate Select
Admin Doc
Master Log
Reports
Employee-Specific Views
Morgan
Ellen
Billy
Timothy
Laura
Timesheet Admin Data Tables
Timesheet Team
Timesheet Categories
Timesheet Projects
Utilization Tracker
Calendar
Tools
Content Creation
FB Ads Report
Strategy
Buyer Persona Workshop
https://www.hubspot.com/make-my-persona
Buyer Personas
Create fictional representation of the ideal customers, Personas help increase empathy, from a common language and help evaluate ideas.
Questionnaires
Internal Interviews
Develop draft personas
Persona
Interview Sales Team, Product Team, Reach and Development Team
Background story
Sales qualifiers: persona’s role, key company, industry, etc.
Relevant background info told in a story format
Demographics
Gender, age range, household income
Goals
What are the personas overall goals
Customer Economics
Cost of customer acquisition, life time value, churn rate, average sale, etc.
Common Objectives
Identify the most common objections your persona will raise
External interviews
Create v1.0 and improve over time
Pro Tips
Narrow your personas down to 1 to 3 primary personas.
You can include “sub-personas” within each primary.
Pick the primary personas based on the business impact.
Don’t feel like it has to be perfect before moving forward.
Once created, include the personas as part of the discussion as if they were real people in the meeting.
Buyer Personas
Buyer Personas
Persona
Day In The Life
Biggest Challenges
Goals
Persona
Day In The Life
Biggest Challenges
Goals
1
Example: Web Surfer Tim
Lives his whole life browsing the internet in the search of the perfect product
Finding a company that has the perfect product for him.
Wants to purchase the most awesome product ever.
There are no rows in this table
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