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RPA Tools Playbook

Our Playbook | RPA Tools

Business model

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Strategy

Buyer Persona Workshop

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https://www.hubspot.com/make-my-persona⁠

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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

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.

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