How Businesses Can Attract Their Ideal Customers with Effective Client Personas

Ever felt like you’re shouting your message into the void? Reaching the right customers can be a major challenge for any business. While traditional marketing strategies might cast a wide net, they often fail to resonate with the specific needs and desires of your ideal customer persona.

This is where the power of understanding how to build a customer persona comes into play. This article will guide you through the process of building detailed profiles of your ideal customers, uncovering their motivations, frustrations, and how your business can add value to their lives. By knowing how to create a customer persona, you can craft targeted marketing messages that resonate deeply and develop products or services that directly meet their needs.

Get ready to learn how to build a customer persona, attract the clients who are the perfect fit for your business, and watch your customer base and brand loyalty soar!

Who are your customers?

Let’s take the example of Prince Charles and Ozzy Osbourne. They were both born in England in 1948, are wealthy, like dogs, and enjoy holidays in the Alps. Yet, despite similar demographics, they are very different people with distinct behaviours, interests, and lifestyles.

Demographics alone don’t build ideal customer profiles. While this information is important, focusing only on age, location, or gender can limit your perspective. To truly identify your target audience, focus more on experiences, interests, and behaviours. It’s about understanding what drives them, what they value, and how your product or service fits into their lives.

The next step in how to build a customer persona? It’s time for a big talk with your team about who you need to understand, what drives them, their habits, and how to improve your services to help them.

Moving on to grouping people, when we group users into personas, we make assumptions and may ignore some needs to fit the group. Grouping helps understand general user journeys, but we often see groups based on demographics instead of behaviours and experiences.

For example, when looking at pet owners and new parents buying toys, don’t just split them into two groups. It might be better to group by shopping style, like “savvy shoppers” or “luxury buyers”

Remember, not every user problem has a single solution. Creating something in isolation rarely works for everyone. Lastly, don’t let your expectations shape your ideal customer profile. If you find an individual issue that fits your assumptions, don’t add it to the persona unless it’s part of a larger trend.

How to Build a Customer Persona

Source: aweber.com

Personas aren’t invented in a meeting room; they are discovered through research and conversations with real users. Here’s a step-by-step guide on how to create a customer persona using both quantitative and qualitative data.

1. Gather Demographic Data

Start by collecting demographic information like age, gender, location, and culture. This forms the foundation of your ideal customer profile. For example, in the travel industry, an age group like 25-35 might represent a key segment, but it’s essential to go deeper and consider their preferences, such as travelling with friends, family, or solo.

Key Demographic Factors to Consider:

  • Geography
  • Age groups (Generations)
  • Gender
  • Location
  • Culture
  • Subject matter expertise or unique qualities

Remember, when you’re figuring out how to build a customer persona, demographic segmentation should focus on long-lasting qualities rather than temporary scenarios. For instance, in the travel industry, age groups (25-35) might be a segment, but their choice of travel partners (friends, family, or solo) would be scenarios within that segment, not separate segments themselves. Please avoid segmenting users by generational labels like Millennials or Gen Z;  instead, focus on realistic age groups that will remain relevant as your company grows.

How to Collect Demographic Data:

  1. Product Analytics/Usage Data: If your product or service is already live, use existing data to understand who’s using it.
  2. Biographic/Statistical Data: Conduct surveys to gather information directly from your target audience.

2. Collect Psychographic Data

Demographics alone won’t give you the full picture. Finding your target audience requires understanding their values, attitudes, and beliefs. Collecting psychographic data helps you understand their lifestyle, goals, frustrations, and what influences their decisions.

Key aspects of psychographic data:

  • Lifestyles and influences
  • Opinions and beliefs
  • Goals and frustrations

How to collect psychographic data:

  1. Conduct semi-structured interviews in the user’s natural environment
  2. Use empathetic, conversational approaches rather than direct questioning
  3. Observe and note the user’s environment and interactions

3. Understand the User’s Context

Observing users in their natural environments can reveal unmet needs and pain points that surveys or analytics might miss. Identifying your target audience’s context—where they interact with your product and what influences them—can reveal invaluable insights.

  • Observing users in their natural environment – Focus groups
  • Documenting their interactions through photos, videos, or audio recordings
  • Identifying unmet needs (see point 5)
  • Understanding the influence of their immediate environment and ecosystem – do they get influenced by their peers, political changes, social media etc.

This contextual understanding helps build deeper empathy which will help you on your journey to understanding how to build a customer persona.

4. Collect stories and scenarios

Once you have demographic and psychographic data, bring your personas to life with stories and scenarios. Ask about real-life situations: “What was the last time you struggled to find a solution for this?” This helps predict user behaviour and builds empathy within your team.

To gather this information:

  • Collect specific instances from concrete observations by asking what they have done in the past (“Tell me about the last time you…”)
  • Ask “What, Why, and How” questions throughout your research
  • Create scenario cards for team activities and brainstorming sessions

When asking yourself how to build a customer persona, these stories help predict user actions and reactions in future situations, aligning your team’s intuition with the persona.

5. Identifying pain points and needs

Once you’ve created your ideal customer persona, it’s time to identify their pain points and unmet needs. This step is crucial to positioning your product as the solution they’ve been searching for.

Here are some effective methods for identifying customer pain points and needs:

  1. Surveys: Create targeted surveys to gather direct feedback from your existing customers or target audience.
  2. Customer interviews: Conduct one-on-one interviews to gain deeper insights into your customers’ challenges and desires.
  3. Social listening: Monitor social media platforms, forums, and review sites to understand what people are saying about your industry and competitors.
  4. Analyze customer support data: Look at common issues and questions that come up in your customer support channels.
  5. Sales team feedback: Your sales team interacts directly with potential customers and can provide valuable insights into their concerns and needs.
  6. Competitor analysis: Examine what your competitors are offering and how customers are responding to identify gaps in the market.

6. Create the Final Presentation

The final step is to compile all the collected information into a concise, shareable format. This presentation should:

  • Help knowledge transfer within your team
  • Represent the persona in the first person
  • Include relevant quantitative and qualitative data
  • Be easily updatable as new information becomes available

Let’s look at an example of a customer persona for a SaaS company:

Image: Example of customer persona

By creating detailed personas like Tech-Savvy Tom, you can tailor your marketing efforts to address the specific needs, preferences, and pain points of your ideal customers. This focused approach will help you attract and retain the clients who are the best fit for your business.

Why Identifying Your Target Audience Matters

Finding your target audience is essential for creating focused marketing strategies. Without clear personas, your efforts might feel like you’re casting a wide net with minimal returns. By learning how to build a customer persona, you not only refine your marketing strategies but also ensure that your messaging speaks directly to the right people.

Let’s consider an example of how we identified a key pain point for our customers at Twine at the start of our journey:

By looking through customer interviews, surveys, and analysing our support tickets, we started to understand our ideal customer persona. We discovered that many of our clients were struggling to find the right freelancers for their projects. They were spending hours sifting through profiles and portfolios, often ending up with mismatched skills or unreliable freelancers.

This insight led us to develop our matching algorithm, which dramatically reduced the time and effort required to find the perfect freelancer for each project. By directly addressing this pain point, we were able to attract more clients who valued efficiency and quality in their hiring process.

Remember, identifying pain points is an ongoing process. As your business grows and evolves, so will your customers’ needs. Regularly revisiting this process will help you stay updated.

Where Can You Find Your Customers?

Source: Hubspot

Once you’ve built your ideal customer profile, the next challenge is reaching them. Your ideal customer persona will give you insights into where your customers spend time online, which channels they prefer, and what content they engage with.

In the early days of Twine we felt like we were being bombarded with a million different marketing channels, all promising the path to success. We could’ve gotten lost in the noise, trying to be everywhere at once. But instead, we embraced an experimentation mindset. We’ve experimented a lot over the years, and continue to do so. Here’s what worked for us:

  1. We knew our platform thrived on talented young freelancers. So, we focused on Instagram, a platform they love. We consistently shared stunning work from our freelancers, building a community of over 1 million engaged followers. This showcased the quality of talent available on Twine, attracting both businesses seeking top-notch work and freelancers looking to stand out.
  2. For businesses seeking freelance talent, LinkedIn was a no-brainer. We leveraged this channel, reaching out to decision-makers who might need our services. We also established ourselves as thought leaders by sharing valuable content and participating in industry discussions. 

Understanding how to create a customer persona helps you not only reach the right customers but also use the appropriate marketing channels and tone to engage them effectively.

The key takeaway? We weren’t everywhere. We were on the platforms where our target audiences – both businesses and freelancers – actively spent their time online. By tailoring our message to each platform and focusing on high-quality content, we were able to build a thriving community on Twine. 

Not all marketing channels are created equal, and what works for one business might not work for another. The key is to choose channels that you think would be ideal for your audience and experiment.

Here’s a simple framework to help you choose the right channels:

  1. Identify where your target audience spends their time online ( you can find this in Google Analytics and by observing your customer personas)
  2. Analyse your competitors’ channel strategies – The easiest way to experiment with channels
  3. Consider the nature of your product or service
  4. Evaluate your resources (time, budget, skills)
  5. Test different channels and measure results

Start with 2-3 channels initially. If they work, great. If not, move on, applying all the insights gained from your experiments. This will not only give you the needed clarity but also will save you a lot of time. 

Final Thoughts

Learning how to build a customer persona is more than just a marketing exercise—it’s a strategic investment in your business’s success. By deeply understanding your ideal customer profile, you can tailor your messaging, products, and services to resonate with their specific needs and desires.

Remember, client personas are living documents that should be revisited and updated regularly as your business grows. By continuously refining your personas, you’ll ensure that your marketing efforts remain targeted and aligned with the evolving needs of your ideal customer persona.

Now that you understand how to build a customer persona, it’s time to put this into practice. Start gathering data, asking questions, and building profiles that reflect your audience’s true motivations. With a well-defined ideal customer profile, you’ll be better positioned to attract the right customers and grow your business.

So, take the time to invest in building comprehensive client personas. The insights you gain will empower you to attract the right customers, foster deeper connections, and drive long-term growth for your business.

Ready to take your startup to the next level? Reach out to our skilled freelancers, who can help you build powerful customer personas that drive results.


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Stuart Logan

The CEO of Twine. Follow him on Twine and on Twitter @stuartlogan – As the Big Boss, Stuart spends his days in a large leather armchair, staring out over the Manchester skyline while smoking a cigar and plotting world domination. (He doesn’t really). Originally from Salisbury, UK, he studied computer science at Manchester University but was always keen to break into the exciting world of start-ups, and was involved in a number of ventures before finalising his plans for Twine. When not wearing his chief executive hat (metaphorically speaking) he enjoys harbouring unrealistic expectations for Manchester United’s future success and live music.

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Stuart Logan
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