Marketing Personas: What Every Business Needs to Know
Personas aren't free. Before committing the time to build them, here's how to tell whether your business benefits, or whether the exercise will just sit unused.
Marketing personas have become a standard recommendation in almost every content and inbound marketing framework this year, which makes it easy to assume every business should have some. That’s not quite right. Personas take real time to build properly: real customer interviews and real data pulled from a CRM or analytics. For some businesses that investment simply won’t pay for itself. Here’s how to think through whether yours is one of them.
The question that matters: do you have distinct customer types?
Personas earn their keep when different segments of your customer base need different messaging, different content or different channels to reach. A B2B software company selling to both IT directors and finance directors is dealing with two audiences that care about different things, security and integration versus cost and ROI, and personas help keep that distinction sharp across a whole team. A single-product ecommerce store selling one type of item to a fairly uniform audience often doesn’t have that same split, and a detailed persona exercise there can produce a document that describes one imagined customer without changing a single actual decision.
The question that comes right after: can you get real data?
A persona built from a marketing team’s assumptions in a single meeting is a guess wearing a name and a stock photo. The businesses that get real value are the ones with access to actual customer input, sales call notes, support tickets, a handful of customer interviews, existing CRM or analytics data on who buys and who doesn’t. If none of that is realistically available, it’s worth being honest that the exercise will produce fiction rather than insight, and considering a lighter-weight approach instead.
How much this typically costs in time
A properly built persona, grounded in real interviews and data rather than assumption, usually takes several hours of interviews plus time to synthesize patterns across them, multiplied by however many distinct segments exist. For a business with two or three real segments, that’s a meaningful but manageable investment. For a business trying to build six or seven granular personas, the time cost climbs fast, and past a certain point the personas start overlapping so much they stop being useful as distinct decision-making tools.
What it changes when done right
The honest test of whether a persona was worth building isn’t whether it exists, it’s whether a decision changed because of it: a different topic got prioritized in the content calendar, a different objection got addressed on a landing page, a different channel got the next round of ad spend. If a business can point to a specific decision that would have gone differently without the persona work, it paid for itself. If not, it’s worth questioning before investing further time into more of them.
The bottom-line decision
Build personas seriously if you have distinct customer segments and a realistic way to gather real data about them. Skip the full exercise, or keep it deliberately lightweight, if your audience is fairly uniform or your access to real customer input is thin. Either way, the goal isn’t the document. It’s better decisions, and it’s worth being honest about whether the document is producing them.
More on Marketing Strategy, or browse everything from 2013.