The Persona & Insight Development project helps you understand who your customers are and what they need, so you can develop more effective marketing and product strategies.
Agents In This Project: Project Manager • Director of Strategy
🔍 Who is Persona & Insight Development For?
Small Brand Owners: Get a clearer picture of who your customers really are to make smarter marketing decisions.
Strategists: Develop deeper audience understanding that informs content, channel selection, and messaging approaches.
Marketing Teams: Create a unified view of customer segments that aligns everyone around the same audience definitions and priorities.
Getting Started
- Create a new project and select "Persona & Insight Development" from the Strategy category.
- Name your project and select your brand to maintain organization across your projects.
- Provide information about what you're trying to accomplish with this project.
For best results, have these ready:
- What you're trying to accomplish with these personas.
- Any customer data you have (with identifiable information removed)
- Your understanding of different customer types or segments
Features & Highlights
- Brand-Audience Dynamics: Discover how your customers interact with your brand and what they really think about your products or services.
- Comprehensive Persona Profiles: Receive three detailed customer personas that capture demographics, behaviors, preferences, and motivations to guide your marketing strategy.
- Day-in-the-Life Narratives: See how your brand fits into your customers' daily routines, revealing critical moments for engagement and influence.
Sample Case Study
A ceramic artist needed to focus her limited marketing resources to grow her small studio business.
Working alone with occasional help from her partner, the artist used the Persona & Insight Development project to identify her three core customer types: "Gallery Collectors" (high-value purchasers of statement pieces), "Home Decor Enthusiasts" (mid-range purchasers of functional pieces), and "Gift Givers" (occasional purchasers of smaller items).
The day-in-the-life narratives revealed that her Gallery Collectors primarily discovered new artists through in-person events and Instagram, while Home Decor Enthusiasts were heavily influenced by interior design blogs and Pinterest. By targeting her Instagram content specifically to Gallery Collectors and developing Pinterest-optimized imagery for her functional pieces, she increased her high-value commissions by 40% while actually reducing her overall time spent on marketing.
Ready to go?
Explore our Audience Strategy tutorials or connect with our support team to get the most from your persona development.