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Your guide to creating effective buyer personas with a template

Danielle Tawfik 9 min read
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When done correctly, buyer personas create powerful brand messaging by targeting a specific kind of customer. Buyer persona templates can take that one step further by collating your ideal customer’s demographics, challenges, and needs into a single document.

In this guide, we’ll explore what buyer persona is and how you can use a customer persona template to level up your marketing efforts. We’ll also provide a straightforward buyer persona template you can use inside the powerful Work OS.

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What is a buyer persona?

Buyer persona, also known as a customer persona, is a representation of your ideal customer; It’s a detailed description of what someone in your customer base might look like, created by real-life research and data points. Each customer persona may include information such as:

  • Demographics such as gender, location, age range, and income
  • Interests or hobbies
  • Behavioral traits
  • Goals and motivations
  • Particular pain points


Customer personas are extremely valuable because Instead of marketing to everybody, they allow you to narrow down your approach to meet your ideal customer’s needs and expectations. Buyer personas are helpful across every area of your business for cohesive brand messaging and engaging higher-value customers that stick around for the long term.

What is a buyer persona template?

A buyer persona template (often referred to as a customer persona template) is a ready-made form that helps you focus on collecting relevant, useful information when crafting buyer personas so you can use your time more efficiently.

Buyer persona templates might include:

  • Survey questions to help you understand existing customer pain points, aspirations, and expectations
  • Space for importing or inputting demographic information
  • Data points you can analyze and cross-check against qualitative research
  • Advice on identifying patterns or trends in data
  • Formatting to help you create a narrative for the persona

Buyer persona template from


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Now that you know what’s included in a buyer persona template, let’s look at reasons why you might want to use one.

Benefits of using a persona template

Using a buyer persona template can help marketing and sales teams:

  • Reinforce what data points are important in the creation of their customer personas
  • Organize collected data into useful blocks of information
  • Ensure consistency across multiple buyer personas your teams create

Buyer persona templates support more efficiency than starting from scratch with a blank document, as you can work from ready-made categories and formats. Templates can also provide some guidance so you know how to structure research and present information to create custom buyer personas that lead to more effective campaigns for each target market.

Customized templates let you address various marketing needs with buyer personas while staying true to high-level brand visions or a common format. By creating different types of customer persona templates to work from, you empower your marketing teams to start from a strong foundation each time they want to address a new audience segment.

Of course, there are several ways to approach buyer persona templates. Depending on the type of buyer, you’d use a different buyer persona template.

Let’s take a look at some examples of buyer persona templates

Every business has different marketing goals, so there isn’t a one-size-fits-all buyer persona. With a customer persona template, you can customize personas based on business needs or the marketing process for every product or service type.

Lightweight buyer persona

A lightweight buyer persona template provides the quickest and easiest method for customer profiling. If you’ve never made a buyer persona before, this type of template may be a good place to start. It helps you align your team’s goals and assumptions about your target audience when making decisions.

Also known as an ad-hoc persona, a lightweight buyer persona uses anecdotal evidence from experience and data the marketing team and stakeholders already know about target customers — such as conclusions drawn from interactions on the brand’s social media page — without conducting further research. Over time, you can develop it into a more comprehensive buyer persona with more research.

Qualitative buyer persona

Using a qualitative buyer persona template lets you collect feedback from a small sample of your audience and group them into common attributes to create buyer personas for potential customers. This approach requires an initial time commitment to create surveys or host group interviews to gain answers, but it can yield accurate results that represent true insights into your ideal customers.

Statistical buyer persona

A statistical buyer persona is the most in-depth way of creating personas for your marketing strategy. It relies on a mixed-method approach. Your team combines statistical data and qualitative research to develop a comprehensive buyer persona. A statistical buyer persona template helps you take easy-to-analyze quantitative data and pair it with qualitative research that provides a “why” explanation for your data.

Customer persona templates are only as good as the data and information that make them up. Working together as a team to brainstorm, gather information, and write a cohesive persona using a template helps ensure optimal results and well-targeted marketing messages. But for a truly seamless process, you need to use a customer persona template within a reliable Work OS.

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Empower marketing teams with a Buyer Persona Template from Buyer Persona Template streamlines the process of creating buyer personas so you can better understand your customers and target market. Use our template to gather the right information and create a buyer persona that helps you skyrocket your conversation rate and develop a strong relationship with your ideal customers. operates on a cloud-based Work OS, meaning all projects update in real-time, so everyone is free to share their input and no one gets left out of the loop. For example, you can share buyer persona name ideas with the team and have everyone offer their opinions or suggestions. We also provide integrations with your favorite apps making analyzing data and collecting qualitative survey answers a breeze. Plus, with our easy-to-use automations you can set reminders for your team members to perform certain tasks and automate processes to save time on admin.

Our templates work with your processes on, making it easy to empower your marketing teams and create a solid foundation when building effective marketing campaigns.

Start with our Buyer Persona Template and branch out with other templates designed to help you manage marketing campaigns.

Buyer persona template from

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Related templates to buyer persona templates

After creating buyer personas to ensure you understand your customers, you can roll right into other marketing strategy tasks or campaign management work with help from templates on

Marketing strategy template

Our marketing strategy template aligns your team’s marketing goals, budget, and progress over time. You can review your plan in a timeline or other views to keep on top of tasks and projects. Plus, everything combines into one workflow for easy collaboration.

Marketing campaign template

Our marketing campaign template holds your team accountable for their area of responsibility in each campaign. Sort the campaign into timeline view, keep track of expenses in one place, and even import Excel spreadsheets to transform them into boards so data is at your fingertips. This template integrates with other powerful marketing tools like Mailchimp and Facebook Ads for effortless campaign management.

Email marketing template

Using buyer personas in your email marketing campaigns helps you achieve twice the open rate and five times the click-through rate of campaigns run without considering personas.

Ramp up email marketing efforts after creating buyer personas with help from the email marketing template. You can use this template to tie email marketing into your overall marketing strategy, design beautiful emails that customers notice, and track key metrics.

There’s a template for every part of your marketing journey. How can you make the most of these templates and get the best results? We’ve compiled a list of common questions to get you started on the right track.

FAQs about buyer persona templates

How do you write a buyer persona?

Include a mix of demographics, quantitative data, and personality traits. You can list this information beneath relevant headers or write a story as a snapshot of what the hypothetical person’s life might look like. Buyer personas are usually given a name to represent the type of customer they are, such as Annie the Author, Will the Website Administrator, or Callie the Home Cook.

What are the common parts of a buyer persona?

A buyer persona is an overview of who your ideal customer is. It includes several aspects that, together, make a complete, fictional representation. With this in mind, a buyer persona usually includes:

  • Basic demographics
  • Buying habits
  • Personality traits
  • Goals
  • Motivations
  • Behavior patterns

How many buyer personas do you need?

There is no perfect number of ideal customers to support great marketing. A single, well-researched persona is a good starting point. Over time, you can add more if needed. Also, consider creating a negative persona — this reminds your marketing team what your ideal customer doesn’t look like, further strengthening your focus when it comes to creating targeted campaigns.

Set yourself up for marketing success by creating customer personas with

Three to four buyer personas account for over 90% of a business’s sales, on average. To build a powerful marketing strategy, it’s clear you must start with a relevant buyer persona.

Develop relevant, effective customer personas as part of your marketing strategy using the collaborative Work OS. Your team and stakeholders can create, view, plan, and track your buyer persona creation process from beginning to end, all on one platform. Get started quickly with our fully-customizable Buyer Persona Template today.

Originally from New York, Danielle is a writer and storyteller currently serving as a content marketing manager at When she’s not busy writing, you can find her playing with her 100-pound rescue dog or catching a spontaneous flight to explore a new country.
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