Overview

User personas synthesize research into realistic user profiles that guide design, development, and marketing decisions.

When to Use

Starting product design
Feature prioritization
Marketing messaging
User research synthesis
Team alignment on users
Journey mapping
Success metrics definition

Instructions

1. Research & Data Collection

# Gather data for persona development

class PersonaResearch:
    def conduct_interviews(self, target_sample_size=12):
        """Interview target users"""
        interview_guide = {
            'demographics': [
                'Age, gender, location',
                'Job title, industry, company size',
                'Experience level, education',
                'Salary range, purchasing power'
            ],
            'goals': [
                'What are you trying to achieve?',
                'What's most important to you?',
                'What does success look like?'
            ],
            'pain_points': [
                'What frustrates you about current solutions?',
                'What takes too long or is complicated?',
                'What prevents you from achieving goals?'
            ],
            'behaviors': [
                'How do you currently solve this problem?',
                'What tools do you use?',
                'How do you learn about new solutions?'
            ],
            'preferences': [
                'How do you prefer to communicate?',
                'What communication channels do you use?',
                'When are you most responsive?'
            ]
        }

        return {
            'sample_size': target_sample_size,
            'interview_guide': interview_guide,
            'output': 'Interview transcripts, notes, recordings'
        }

    def analyze_survey_data(self, survey_data):
        """Synthesize survey responses"""
        return {
            'demographics': self.segment_demographics(survey_data),
            'pain_points': self.extract_pain_points(survey_data),
            'goals': self.identify_goals(survey_data),
            'needs': self.map_needs(survey_data),
            'frequency_distribution': self.calculate_frequencies(survey_data)
        }

    def analyze_user_data(self):
        """Use product analytics data"""
        return {
            'feature_usage': 'Which features are most used',
            'user_segments': 'Behavioral groupings',
            'conversion_paths': 'How users achieve goals',
            'churn_patterns': 'Why users leave',
            'usage_frequency': 'Active vs inactive users'
        }

    def synthesize_data(self, interview_data, survey_data, usage_data):
        """Combine all data sources"""
        return {
            'primary_personas': self.identify_primary_personas(interview_data),
            'secondary_personas': self.identify_secondary_personas(survey_data),
            'persona_groups': self.cluster_similar_users(usage_data),
            'confidence_level': 'Based on data sources and sample size'
        }

Instructions

1. Research & Data Collection

# Gather data for persona development class PersonaResearch: def conduct_interviews(self, target_sample_size=12): """Interview target users""" interview_guide = { 'demographics': [ 'Age, gender, location', 'Job title, industry, company size', 'Experience level, education', 'Salary range, purchasing power' ], 'goals': [ 'What are you trying to achieve?', 'What's most important to you?', 'What does success look like?' ], 'pain_points': [ 'What frustrates you about current solutions?', 'What takes too long or is complicated?', 'What prevents you from achieving goals?' ], 'behaviors': [ 'How do you currently solve this problem?', 'What tools do you use?', 'How do you learn about new solutions?' ], 'preferences': [ 'How do you prefer to communicate?', 'What communication channels do you use?', 'When are you most responsive?' ] } return { 'sample_size': target_sample_size, 'interview_guide': interview_guide, 'output': 'Interview transcripts, notes, recordings' } def analyze_survey_data(self, survey_data): """Synthesize survey responses""" return { 'demographics': self.segment_demographics(survey_data), 'pain_points': self.extract_pain_points(survey_data), 'goals': self.identify_goals(survey_data), 'needs': self.map_needs(survey_data), 'frequency_distribution': self.calculate_frequencies(survey_data) } def analyze_user_data(self): """Use product analytics data""" return { 'feature_usage': 'Which features are most used', 'user_segments': 'Behavioral groupings', 'conversion_paths': 'How users achieve goals', 'churn_patterns': 'Why users leave', 'usage_frequency': 'Active vs inactive users' } def synthesize_data(self, interview_data, survey_data, usage_data): """Combine all data sources""" return { 'primary_personas': self.identify_primary_personas(interview_data), 'secondary_personas': self.identify_secondary_personas(survey_data), 'persona_groups': self.cluster_similar_users(usage_data), 'confidence_level': 'Based on data sources and sample size' }

User Persona: Premium SaaS Buyer --- ## Demographics Name: Sarah Chen Age: 34 Location: San Francisco, CA Job Title: VP Product Management Company: Series B SaaS startup (50 employees) Experience: 8 years in product management Education: MBA from Stanford, BS in Computer Science Income: $180K salary + 0.5% equity --- ## Professional Context Industry: B2B SaaS (Project Management) Company Size: 50-200 employees Budget Authority: Can approve purchases up to $50K Buying Process: 60% solo decisions, 40% committee Evaluation Time: 4-6 weeks average --- ## Goals & Motivations Primary Goals: 1. Improve team productivity by 25% 2. Reduce project delivery time by 30% 3. Increase visibility into project status 4. Improve team collaboration across remote locations Success Definition: - Team using tool daily - 20% reduction in status meetings - Faster decision-making - Higher team satisfaction --- ## Pain Points Current Challenges: - Existing tool is slow and outdated - Poor mobile experience - Limited reporting capabilities - Difficult to customize for company needs - Vendor is unresponsive to feature requests Frustrations: - Wasting time in status update meetings - Lack of real-time visibility into project health - Can't easily identify bottlenecks - Integration with other tools is difficult --- ## Behaviors & Preferences Daily Tools: - Slack: Constant communication - Google Workspace: Document collaboration - Jira: Technical work tracking - Spreadsheets: Status reporting (workaround) Work Patterns: - Typically works 8am-6pm Pacific - Checks email every 15 minutes - In meetings 50% of day - Works 20% of time outside office hours Information Gathering: - Reads G2/Capterra reviews: High trust - Asks for peer recommendations: Very influential - Requests demos: Hands-on evaluation - Wants to see case studies: Similar companies Decision Drivers: - ROI and measurable impact: 40% - User adoption potential: 30% - Ease of implementation: 20% - Price: 10% --- ## Technology Comfort Tech Savviness: High (uses 15+ tools daily) Mobile Usage: 40% of work on mobile Prefers: Intuitive UI, minimal training Adoption Speed: Fast (new tools in 1-2 weeks) Integration Importance: Very high --- ## Customer Journey Awareness: Product recommendations from peers Consideration: Reviews, demos, talk to customers Decision: Cost-benefit analysis, team input Onboarding: Expects self-service + minimal support Ongoing: Wants regular feature updates, responsive support --- ## Communication Preferences Prefers: Email and Slack (avoid calls) Response Time: 4-24 hours typical Best Time: Tuesday-Thursday mornings Frequency: Weekly updates during evaluation Format: Data-driven, executive summaries preferred --- ## Key Quotes "I need something that my team will actually use, not something I have to force them to adopt." "Show me the data on time savings, not just promises." "Our tool should work as hard as we do - seamlessly across all our devices and workflows." --- ## Persona Importance Primary Persona: YES (key decision maker) Frequency in User Base: 35% of customers Influence: High (recommends to peers) Revenue Impact: $30K ARR average --- ## Marketing & Sales Strategy Messaging: - Emphasize productivity gains and ROI - Highlight ease of adoption - Show mobile-first experience - Demonstrate integrations Sales Approach: - Provide customer references (similar companies) - Offer flexible demo (self-service + guided) - Focus on time-to-value - Provide ROI calculator Success Metrics: - 50% adoption within 2 months - Net Promoter Score >50 - Upsell to higher tier within 6 months

User Persona Creation

Overview

When to Use

Instructions

1. Research & Data Collection

User Persona Creation

Overview

When to Use

Instructions

1. Research & Data Collection

2. Persona Template

3. Multiple Personas

4. Using Personas

Best Practices

✅ DO

❌ DON'T

User Persona Tips

Taskflow Inbox Triage

Accessibility

Open a Pull Request

Investor Materials

Continuous Agent Loop

Configure Ecc