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How to Create a Buyer Persona in Hubspot?

Writer's picture: Rubia NaseemRubia Naseem

Updated: Aug 18, 2022



What is Buyer Persona?


A buyer persona is a semi-fictional representation of your ideal customer, based on market research and real data about your existing customers. When created thoughtfully, personas can be an immensely valuable tool, providing clarity on who you are marketing to, and how you can best reach them.


When developing personas, it is important to consider both demographic information (such as age, gender, location, etc.) and psychographic information (such as interests, values, attitudes, etc.). By taking into account both types of data, you can create a well-rounded persona that will give you a good sense of your target market.

If you’re not sure where to start with developing your buyer persona/s, here are a few resources that can help:


>> The Buyer Persona Workbook: This workbook from HubSpot will take you through the process of developing your buyer persona/s step by step.


>> How to Create a Marketing Persona (The Ultimate Guide): This in-depth guide from AdEspresso will walk you through the process of creating a persona, from start to finish.


>> How to Create a Buyer Persona for Your Business: This article from Entrepreneur provides an overview of buyer personas and why they are important.


By taking the time to develop one or more buyer personas, you can ensure that your marketing efforts are focused on the right people and that you can effectively reach your target market.

Why Should You Create a Buyer Persona for your Business?


Creating a buyer persona for your business can be an extremely valuable exercise. By understanding who your ideal customer is, you can more effectively market to them and sell to them. Additionally, having a well-defined buyer persona can help you to better understand your customers' needs and how to best meet them.

There are several different ways to create a buyer persona. You can use market research techniques such as surveys and interviews to gather data about your target customer. Alternatively, you can use existing customer data to create a profile of your ideal customer. Whichever method you choose, the important thing is that you take the time to create a well-rounded and accurate persona.

Once you have created your buyer persona, you should use it as a guide for all of your marketing and sales activities. By understanding who your ideal customer is, you can more effectively target your campaigns and sell to them more effectively. Additionally, your buyer persona can help you to better understand your customers' needs and how to best meet them.


If you have not yet created a buyer persona for your business, we encourage you to do so as soon as possible. It can be an extremely valuable exercise that will help you to better understand your customers and how to more effectively market to them.


How do you define your Company's Buyer Persona?


Your company's buyer persona is the embodiment of your ideal customer. This person represents your target market and is the key to your marketing and sales success. To create a buyer persona, you need to understand your customer's needs, wants, motivators, and challenges. Once you have this information, you can create a fictional character that represents your customer. This character will be the focus of your marketing and sales efforts.

When creating a buyer persona, it is important to keep in mind that this is not an actual person. Rather, it is a representation of your ideal customer. As such, you should avoid using real names or photos in your persona. Instead, use generic terms such as "customer" or "prospect."

Once you have created your buyer persona, you need to use it to guide your marketing and sales efforts. Every touchpoint with your customer should be designed with your persona in mind. From your website to your email campaigns, every interaction should be tailored to meet the needs of your persona.

When used correctly, your buyer persona can be a powerful tool in your marketing and sales arsenal. By understanding your customer's needs, you can create a marketing and sales strategy that is tailored to their specific wants and needs. This will result in more conversions and happier customers.


Should B2B &B2C Businesses have different Buyer Persona?


The question of whether or not B2B and B2C businesses should have different buyer personas is one that often comes up. There are pros and cons to both approaches, and ultimately it depends on the specific business and what will work best for them.

Some argue that B2B and B2C businesses should have completely different buyer personas because the two types of customers have different needs and expectations. Others argue that there should be some overlap between the two, as there are often similarities between the types of customers.


At the end of the day, it is up to each individual business to decide what approach will work best for them. There is no right or wrong answer, and ultimately it comes down to what will help the business better understand and serve its customers.


If you are debating whether or not to create different buyer personas for your B2B and B2C customers, consider the following pros and cons:


Pros of Having Different Buyer Personas


1. You can better tailor your marketing messages

If you have separate buyer personas for your B2B and B2C customers, you can create more targeted marketing messages that speak directly to the needs of each group. This can be especially helpful if you find that your B2B and B2C customers are responding differently to your overall marketing strategy.

2. You can create more targeted content

If you have different buyer personas, you can also create more targeted content that speaks directly to the needs of each group. This can help you better engage your audience and keep them coming back for more.

3. You can better track your results


If you have separate buyer personas, you can more easily track your marketing results to see which messages and content are resonating with each group. This information can be invaluable in fine-tuning your marketing strategy.


Cons of Having Different Buyer Personas


1. It can be time-consuming and resource-intensive


Creating separate buyer personas can be a time-consuming and resource-intensive process. If you don’t have the manpower or budget to dedicate to this effort, it may not be worth it.

2. It can be difficult to maintain

If you have separate buyer personas, you will need to ensure that your marketing materials and content are always up-to-date and accurate for each group. This can be a challenge, especially if your customer base is constantly changing.

3. You may not need them


If your B2B and B2C customers are very similar, you may not need to create separate buyer personas. You may be able to get by with just one persona that covers both groups.

Ultimately, whether or not you create different buyer personas for your B2B and B2C customers is up to you. There are pros and cons to both approaches, and it ultimately comes down to what will work best for your business. If you decide to create separate personas, make sure you have the time and resources to dedicate to this effort. If not, you may be better off sticking with just one persona.


How often should you Audit & Update your Buyer Persona?


Your buyer persona is the foundation for your entire inbound marketing strategy. Without a well-defined buyer persona, your efforts will be scattered, and you'll have a hard time attracting (and retaining) the right customers.

But defining your buyer persona is just the first step. You also need to regularly audit and update your buyer persona to ensure that it's still accurate and relevant.

How often should you audit and update your buyer persona? Here are some guidelines to follow:


  • Every 6 months, at a minimum. As your business grows and changes, so will your ideal customer. Regularly auditing and updating your buyer persona ensures that you're always targeting the right people.

  • Whenever there's a significant change in your business. If you launch a new product, enter a new market, or make any other major change to your business, it's worth revisiting your buyer persona to see if anything has changed.


  • Whenever you're not seeing the results you want. If your inbound marketing efforts are falling flat, it could be because your buyer persona is no longer accurate. Take a close look at your persona and see if there are any changes you need to make.

Auditing and updating your buyer persona doesn't have to be a huge undertaking. Just set aside some time every 6 months (or sooner, if needed) to review your persona and make any necessary changes. This will help ensure that your inbound marketing efforts are always on target.


How to add Buyer Persona in Hubspot?


When you're creating personas for your buyer, it's important to include as much detail as possible so that you can target them more effectively with your marketing. Here are some key elements to include in your persona:


Name: Give your persona a name so that you can refer to them easily.

Demographics: Include information such as age, gender, location, job title, and income.


Psychographics: What are their interests, needs, and values? What motivates them?


Goals: What are they trying to achieve? What pain points are they experiencing that you can help with?

Challenges: What obstacles are they facing in achieving their goals?


How they make decisions: What is their decision-making process like? Who do they consult with?

Communication preferences: How do they prefer to receive information? Email, phone, social media, in person?


Once you have all of this information fleshed out, you can start to create targeted content and campaigns that speak directly to your buyer persona. You can also use this information to segment your audience so that you're only targeting those who are most likely to convert.


If you're using HubSpot, there's a handy tool that allows you to create and manage your personas all in one place. To get started, go to the Buyer Persona tool and click on the "Create a persona" button.

Enter the information you have for your persona into the fields provided. You can also add a photo to help bring your persona to life. Once you're done, click on the "Save changes" button.


You can then start creating targeted content and campaigns for your buyer persona. To do this, go to the "Content" tab and click on the "Create a piece of content" button.

In the "Add new content" pop-up, select the type of content you want to create (e.g., blog post, ebook, webinar) and then enter a title and description. Under the "Who is this for?" section, select your buyer persona from the drop-down menu.


You can also target your content to specific stages of the buyer's journey. For example, if you're creating an ebook that's meant to be used as a lead magnet, you would select the "Awareness" stage.

Once you're done, click on the "Create" button and your content will be automatically published to your site or blog. From there, you can promote it through your various marketing channels.

By targeting your content and campaigns to specific buyer personas, you can significantly increase your conversion rate and close more deals. So if you're not already using personas in your marketing, now is the time to start.


Best Templates that can help in Creating Buyer Persona


Several templates can help you to create your buyer persona, including:



Once you have created your buyer persona, you can use it to inform all of your content marketing efforts, from the topics you write about to the tone and style of your writing. Keep your buyer persona in mind as you create new content, and make sure that everything you produce is aimed at resonating with them.


Best Podcasts to learn about Buyer Persona


Podcasts are a great way to learn about your buyer persona. You can listen to their stories and learn about their challenges and aspirations.

Here are some of the best podcasts that can help you to understand the concept of buyer persona:


1. The Buyer's Journey by HubSpot


2. Listen, Listen, Listen: How to Tune In to Your Customer's Needs by Salesforce


3. The Psychology of Selling by Ziglar

4. What Buyers Want by Vantage Point Performance

5. How to Create a Successful Customer Profile by B2B International

6. How to Nurture Your Leads by Invesp


7. How to Build a Targeted Buyer Persona by Act-On Software

8. How to Develop a Powerful Buyer Persona by Pardot

9. How to Choose the Right Buyer Persona for Your Business by The Marketing Scope

10. How to Create a Buyer Persona for B2B Marketing by Marketo


These podcasts will help you understand your buyer persona and create content that resonates with them.


Best Examples on Buyer Persona


Based on the information gathered from the buyer persona, every business can tailor its products and services to better meet the needs of this target market. By understanding the buyer persona, businesses can more effectively target their products and services to the people who are most likely to need and appreciate them.


Do you have any questions about how to add a buyer persona in HubSpot? Let me know in the comments.


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