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Understanding Your Customer: Company Persona Worksheet

This is a persona workshop for companies that have companies as a user or customer. Return to overview and action plan worksheet: http://www.slideshare.net/AngelaOgnev/understand-your-customer

You want to "make something people want," but who are the people and what they want? Use this worksheet to break down the real implications of demographics, what drives people or pushes them away, the assumptions you're making and what you want to know more about, and create a plan to dive even deeper?

Why? When you create a product people want, need, and are delighted by, you provide immense value and build a company that impacts lives.

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Understanding Your Customer: Company Persona Worksheet

  1. 1. Who is your customer? Personas + Action Plan Put the problem in your customer’s words. Understand their life, values, and decision-making process. Talk to them, confirm, and gain insights. 1 case studies & use their words 2 persona - company 3 context & ideation 4 questions & strategy BE SPECIFIC when creating your persona. If you have more than one segment, a multi-sided market, then SEPARATE them and make a sheet each. BASICS. SAMPLE CO NAME: ___________________________ WHAT’S A DEEPER INSIGHT YOU CAN MAKE? INDUSTRY: NICHE: TEAM SIZE: FOUNDED IN: LOCATION: CULTURE: CULTURAL TRADITIONS: What do people in the company do every day? Why? What do they do every week? Why? What do they do every month? Why? What do they do every year? What do they do for the long term? Think about where you fit into their life. Engaging with the company: How would you approach the company? What’s another way? How do they make decisions? Who are the key decision makers? How do new ideas/intiatives/products/services get brought in? Who gets it started? What opportunities or barriers have you noticed? Open space: did you come up with a question or insight beyond the scope above? Write it on the back! WHAT’S THE OFFICE DAY-TO-DAY? 4am 5am 6am 7am 8am 9am 10am 11am noon 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm THEY TRUST... THEY ADMIRE... THEY REQUIRE... THEY REJECT... Worksheet created by Angela Ognev (angela@redesignhappy.com). Please enjoy, share, adapt, and credit.

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