Demographics

  • Age:  
  • Income:  
  • Education:  

Background

  • Job title:  
  • Role:  
  • On a typical day they:  
  • Reports to:  
  • Direct reports include:  
  • Works with:  

Goals

  • Current goals:  
  • Measured by:  
  • Professional goals:  

Persona Name

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Information sources

  • Learns from:  
  • Trade press:  
  • Associations:  
  • Internal feedback from:  

Company

  • Sample client:  
  • Industry:  
  • Employees:  
  • Revenues:  

Challenges

  • Top 3 challenges:  
  • Slowed down by:  
  • For example:  
  • Competitors:  
  • Top obstacles to purchase:  

Talking Points

  • Key Benefits:  
  • Competitive: