Buyer persona template with an action plan

The full profile appears in the PNG and the PDF.

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Profile

How would you describe them in a few lines? Age, location, job and what sets them apart.

Goals

What do they want to achieve? What would make them feel successful?

    Pain points

    What keeps them up at night or wastes their time and money today?

      Where to find them

      Where do they get information and who do they listen to? Which platforms do they use every day?

        Objections

        What holds them back before buying? What doubts or fears do they have?

          How they decide

          What do they compare and what convinces them? Who else has a say?

            Key message

            What would you tell them in one sentence so they feel you’re talking to them?

              What we offer

              Which product or service solves their problem, and how do you present it?

                Discover

                How do they find out you exist, and what do you do so they find you?

                  Consider

                  What do they need to see or know to compare you with other options?

                    Decide

                    What helps them take the step and buy from you?

                      How to use the template

                      Create a persona and pick an avatar, a name and something they would say. The profile has five blocks about who they are (profile, goals, pain points, channels and objections) and three about how to reach them (key message, how they decide and what you offer). Write short ideas, one per note. Everything is optional, and you can rename or hide any block you don’t need.

                      Below the profile is the action plan, with the three customer stages: discover, consider and decide. For each stage, write down the main channel and up to six actions. Mark each one as to do, in progress or done, and come back to update them as you go.

                      If you’re not sure where to start, load an example and edit it. You can save up to 12 personas, duplicate them to try variations and download each profile as PNG or PDF. Everything stays in your browser.

                      To see how to define your ideal customer step by step, with examples, read Buyer Persona: What It Is and 6 Full Examples (B2C and B2B)

                      Frequently asked questions

                      What is a buyer persona and what is it for?

                      It’s a semi-fictional picture of your ideal customer: who they are, what they want, what frustrates them and where they spend their time. It helps you shape your messages, your offer and your channels around one specific person instead of “everyone”. You build it from what you know about real customers: conversations, surveys and sales.

                      How many buyer personas should my business have?

                      One to three is usually enough to start. Only create a new persona when their problem, the way they decide or their channels are genuinely different. If two profiles say almost the same thing, they’re probably one. The tool saves up to 12 in case you work with several clients or projects.

                      What’s the difference between a B2B and a B2C buyer persona?

                      In B2C you describe someone who buys for themselves: age, habits, emotions and social channels. In B2B you describe the person who decides or influences a purchase inside a company: job title, team goals, budget objections and who else is involved. The profile works for both; the “How they decide” and “Objections” blocks matter more in B2B.

                      Where are my buyer personas saved? Can anyone else see them?

                      Only in your browser, on this device. Nothing is sent to a server or added to the page address. If you clear your browser data or switch devices, they’re gone, so download the PNG or PDF to keep them.

                      How do I turn my Business Model Canvas into a buyer persona?

                      Take the customer segments block of your Canvas and pick the most important segment: that’s your first buyer persona. From the Canvas tool you can create the profile with that segment already filled in, then complete the goals, pain points, channels and objections with what you know about those customers.

                      Training program

                      Ready to turn your idea into a real project?

                      Transforma is the program where you will learn to create, execute and scale your project with clarity and method.

                      Discover the Transforma Program