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Getting to Know your Customers

Now that you filled out your Business Profile, we’re going to outline 2-3 typical customers who use your services/products. Why? Because this helps us build a better website for your business – and it’s kinda fun!

(You’ll use one questionnaire per customer. Some answers may be the same across all the questionnaires, and that’s ok!)

Step 1 of 6

16%

Your Name*
First Last
Your Email*
Your Company*
To get started, let's give this customer persona a name.*

Save and Continue Later

Persona Demographics
Let’s describe this person who usually contacts your company.
For example, Carla the Car Buyer is 30-45 yrs old. She makes about $50k per year. She knows a lot about cars but little about financing services. This makes Carla an 8 on the scale.
Persona Gender?*
- Male
- Female
- Both
- Other
Define this persona's gender.*
Age Range?*
Select the age range from youngest to oldest for this persona.
Estimated Income?*
- $25,000 or less
- $25,001 – $50,000
- $50,001-$75,000
- $75,001-$100,000
- $100,001-$250,000
- $250,001+
How knowledgeable are they on the product they're looking for?*
On a scale of 1 to 10, where does this persona fall in terms of their awareness fo your product or service, with 1 being very little and 10 very knowledgeable?

Save and Continue Later

Why is this persona searching for a company like yours?
What problem are they looking to solve?*
Eg. Carla is looking for an SUV with a particular combination of features in her price range.
How do your services / products solve their problem?*
Eg. Our sales consultants are very knowledgeable, have the best network for sourcing cars and assist the buyer with excellent financing options.
What is this person's demeanor by the time they find your company? Frustrated? Excited? Why?*
Eg. Carla is tired of pushy salespeople who don’t listen.
What is a typical quote from this customer*
Eg. Carla says, “I hate buying cars because the salespeople are too pushy.”

Save and Continue Later

What Are Their Goals?
What top 2-3 things do they want to achieve using your products or services? Eg. Carla wants to buy a car quickly. She wants an easy purchasing process. She wants to work with salespeople who only show her the type of car she wants.
What is their #1 goal?*
What is their #2 goal?*
What is their #3 goal?*

Save and Continue Later

What Is Their Decision Process?
What factors are they considering when purchasing your product/services?*
Eg. Carla is concerned about monthly payment sizes and how much it’ll cost to maintain her car.
What needs to happen before they purchase your services/products?
Check all that apply.
- They need to see customer reviews/see past success stories
- They need to feel the price is fair
- They need to consult with someone else (spouse, friend, bank, etc)
- Other
Tell us what they need before engaging with your company.*
What are the common objections you encounter with this persona?*
Eg. It costs too much, or I need to consult with my spouse before going forward.
Why wouldn't they buy your product/service?*
Eg. Customers like Carla think our financing won’t work for them so they end up going to a cheaper car dealer. She sacrifices quality but feels the less expensive option is the safer route.

Save and Continue Later

Communicating Your Message
What do you want this customer to know about your business?*
Eg. “We access the largest network of cars in the US making so you can get car that’s right for you. And because we’re backed by ACME Autos & Anvils, we have financing options to fit your budget.”
What phrase/tagline do you often tell customers like this?*
Eg. “We make it easy to get what you want.” “We focus on making customers happy, not on making the sale!”

Save and Continue Later

Step 1 of 6

16%

Your Name*
First Last
Your Email*
Your Company*
To get started, let's give this customer persona a name.*

Save and Continue Later

Persona Demographics
Let’s describe this person who usually contacts your company.
For example, Carla the Car Buyer is 30-45 yrs old. She makes about $50k per year. She knows a lot about cars but little about financing services. This makes Carla an 8 on the scale.
Persona Gender?*
- Male
- Female
- Both
- Other
Define this persona's gender.*
Age Range?*
Select the age range from youngest to oldest for this persona.
Estimated Income?*
- $25,000 or less
- $25,001 – $50,000
- $50,001-$75,000
- $75,001-$100,000
- $100,001-$250,000
- $250,001+
How knowledgeable are they on the product they're looking for?*
On a scale of 1 to 10, where does this persona fall in terms of their awareness fo your product or service, with 1 being very little and 10 very knowledgeable?

Save and Continue Later

Why is this persona searching for a company like yours?
What problem are they looking to solve?*
Eg. Carla is looking for an SUV with a particular combination of features in her price range.
How do your services / products solve their problem?*
Eg. Our sales consultants are very knowledgeable, have the best network for sourcing cars and assist the buyer with excellent financing options.
What is this person's demeanor by the time they find your company? Frustrated? Excited? Why?*
Eg. Carla is tired of pushy salespeople who don’t listen.
What is a typical quote from this customer*
Eg. Carla says, “I hate buying cars because the salespeople are too pushy.”

Save and Continue Later

What Are Their Goals?
What top 2-3 things do they want to achieve using your products or services? Eg. Carla wants to buy a car quickly. She wants an easy purchasing process. She wants to work with salespeople who only show her the type of car she wants.
What is their #1 goal?*
What is their #2 goal?*
What is their #3 goal?*

Save and Continue Later

What Is Their Decision Process?
What factors are they considering when purchasing your product/services?*
Eg. Carla is concerned about monthly payment sizes and how much it’ll cost to maintain her car.
What needs to happen before they purchase your services/products?
Check all that apply.
- They need to see customer reviews/see past success stories
- They need to feel the price is fair
- They need to consult with someone else (spouse, friend, bank, etc)
- Other
Tell us what they need before engaging with your company.*
What are the common objections you encounter with this persona?*
Eg. It costs too much, or I need to consult with my spouse before going forward.
Why wouldn't they buy your product/service?*
Eg. Customers like Carla think our financing won’t work for them so they end up going to a cheaper car dealer. She sacrifices quality but feels the less expensive option is the safer route.

Save and Continue Later

Communicating Your Message
What do you want this customer to know about your business?*
Eg. “We access the largest network of cars in the US making so you can get car that’s right for you. And because we’re backed by ACME Autos & Anvils, we have financing options to fit your budget.”
What phrase/tagline do you often tell customers like this?*
Eg. “We make it easy to get what you want.” “We focus on making customers happy, not on making the sale!”

Save and Continue Later

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Denver, CO 80229
(720) 202-6148
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