Buyer Personas (And a Free Template!)


sales personas

If you were to talk to an end user, a manager, a director, and the CEO of the same company, would you give them all the same elevator pitch? If you really know your product or service and your audience, then the answer’s almost always no. Why? Because everyone has different priorities, different pain points, different ideal solutions – all shaping each into their own persona. 

By understanding your customers & soon-to-be customers in detail, you can tailor messaging and presentations to be buyer-centric. In turn, you can more effectively build champions, amplifiers, coaches, and influencers to increase your chances of winning the deal. 

And don’t worry, you don’t have to build yours from scratch! We’ve compiled the essential components of a sales persona and made an example & template available for free download below!

#1 Build out 4-5 Personas at a Minimum

In reality, there’s likely 10-12 personas or more that could be generated. If you’re starting from scratch, it’s best to keep it simple and stick with 4-5. To start thinking through various stakeholder profiles, consider the following: 

  • Which executives typically sign off on your product/service?
  • Which leadership roles are generally involved in sponsoring an evaluation of your offering?
  • Who are the roles responsible for implementing or using your solution?
  • Think about supporting characters. Which roles typically help you build your business case, amplify your value, or coach you to sell? 

#2 What are they Responsible for? What's a Day in their Life Look Like?

Be thinking about what an average day looks like for a given CXO you’re working to get in front of. And don’t forget to consider what a typical workday looks like for your end users! Are they more strategy-oriented? Focused on process adoption? Carrying out initiatives?

#3 What are Their Long-Term Goals? What Keeps them up at Night?

At the end of the day, organizations make purchases to solve challenges or to carry out strategic initiatives. So, acquaint yourself with where your prospects “Point A” is and what their “Point Z” is. 

#4 What Makes your Offering the Ideal Solution? Can you Articulate it Based on the Persona?

With an understanding of each stakeholder profile, their day-to-day, their challenges, and their desired future outcomes, now comes the fun part. It’s time to wrap it all up and shape your delivery! Consider what your solution delivers and how it differs from your competitors and follow a framework for each persona. Here’s a story-telling style format just for you:  

“In working with other [Personas/Roles], such as the [Role] at [Similar Company], I found that their big picture objective is [initative] and found themselves struggling with [pain point] during their [day-to-day responsibilities]. To remove the roadblocks and drive towards their [objective/initative], they evaluated a variety of vendors and ultimately selected us and implemented [your solution]. This is because of our ability to deliver [main value driver] and our unique ability to [unique differentiator]. At the end of the day, we achieved [desired outcome] by [increased/decreased key metric].   

What's Next?

 Now, it’s time for you either map out your first sales personas or add (or simply refresh) to your existing set. 


Download your Persona Template

Understanding buyer personas is the foundation of situational awareness. Step into your prospects' shoes, develop messaging, and start speaking your buyer's language to win more deals!

And one more thing, don't forget to share this with your fellow reps!

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