Personas

Create Your Ideal Client Persona

This excercise will help to create more effective marketing materials and service offerings that resonate with your ideal clients. Use as much or as little detail as you like. But the deeper you go, the better you’ll be able to resonate with the clients you want and the more new, high quality clients you’ll attract.

Your Offer

Your Offer – What are you selling?

Name Your Ideal Client?

Demographics

Age – What is the typical age range of your ideal client?

What gender are they

What is their marital status?

Familty Status – Do they usually have dependents? If applicable, what are the ages of their children?

Education Level – What is the general education level of your ideal client?

Occupation – In which industries do they commonly work? What are common job titles among your clients?

Income Level – What is the typical income range for your clients?

Location – Where do most of your clients live (city, suburbs, countryside)? What types of residences do they have?

Home or Property Ownership – Do they own or rent their property? How long have they typically owned it?

Psychographic Profile

Lifestyle – What lifestyles do your clients typically lead (active, relaxed, family-focused)?

Interests – What are common hobbies or interests among your clients?

Values – What values do they typically hold (comfort, efficiency, reliability)?

Personality Traits – Are they generally more conservative or willing to take risks? What are common personality traits?

Media Consumption – What types of media do they consume most? Which social media platforms are they active on?

Client’s Service Needs And Motivations

Concerns & Frustrations – What common concerns do they have related to your field of service? Have they had negative experiences in the past?

Desires & Goals – What are their primary objectives in seeking your service?

Perceived Risks – What risks do they believe they face in the absence of your service?

Investment Willingness – How much are they generally willing to invest in your services?

Preferences – What specific features or aspects of service do they value most?

Post-Service Expectations – What kind of follow-up service do they expect (maintenance, support)? Preferred modes of communication for customer support?

Local Area Insights

Local Needs and Trends – How do local environmental or societal factors impact their need for your service?

Community Concerns – Are there any local issues or trends that influence their decision to seek your services?

Societal Trends – How are broader societal trends affecting their service choices?

Client Reflections and Expectations

Feelings Before Service – What are their typical feelings or concerns before seeking your service?

Feelings After Service – How do they anticipate feeling after your service is completed?

Unique Offerings – What unique offerings can you provide that align with their needs and expectations?

Value Post-Service – How can you continue to offer value to them after service completion?

By Ernest Obihara

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