Buyer Personas Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Market intelligence and action strategies being the expert on your Buyer Personas and the buying criteria, understand the planning and Decision Making cycle of financial institutions, being the expert on your competition and know how to win market share.

More Uses of the Buyer Personas Toolkit:

  • Serve as the main point of contact for Internal Stakeholders to manage and ensure consistency in integrated Marketing Campaigns/programs.

  • Establish that your venture complies; as part of the Executive Team, translate Organization Strategy and Business Objectives into strategic and tactical marketing direction.

  • Coordinate participant recruitment with user researchers and product stakeholders, develop and apply participant recruitment criteria and screener.

  • Coordinate: work closely with the technology and product team to influence and help shape the Product Roadmap to drive new features and adoption.

  • Steer: test and explore new acquisition channels based on a sound content and influencer Marketing Strategy, in partnership with your demand gen team.

  • Generate revenue, owning the End To End process from pipeline generation to closed deals in close collaboration with the Go to Market team.

  • Manage work with the Sales Development management to develop and grow the sales pipeline to consistently meet weekly/monthly/quarterly revenue goals along with other KPIs.

  • Collaborate on Content Strategy for products and solutions and lead development of content assets and marketing collateral to Support Strategy.

  • Reach and have meaningful, productive conversations with individuals representing the Buyer Personas targeted by your organization.

  • Discover, validate and reach out to additional personas typically involved in a buying decision to determine possible buying groups for delivery to Field Sales.

  • Direct: partner with internal content teams to deliver effective content for digital Demand Generation programs, supporting each stage of the buyer journey for targeted personas.

  • Head: work closely with designers and developers to turn User Data into actionable Design Requirements that feed into the design and influence Product Direction.

  • Create go to market collateral, sales material and Competitive intelligence information to drive demand and enable the sales team; partner closely with cross functional teams to deliver launch and campaign assets.

  • Develop: leverage key Customer Insights and data to develop accurate, relevant and impactful messaging, and work with internal teams to ensure its implementation across all channels.

  • Develop internal Inbound Marketing materials and campaigns in order to drive new business and build relationships with prospects.

  • Secure that your project has achieved reportable results on enhancing/converting/obtaining feature adoptions, product releases, roadmap and persona based initiatives.

  • Manage work with sales, Channel Marketing, corporate marketing, Marketing Communications, Technical Support, finance, operations and other departments to ensure the product is effectively introduced to the market and continues to be successful.

  • Confirm you champion; understand the target audiences and personas involved in the buyers journey and ensure alignment across Sales And Marketing through the consideration and decision stage.

  • Contribute to Content Strategy growth through keyword research, buyer persona development and tailoring content to your funnel.

  • Drive a solution set aCross Development and Marketing Teams through Market Requirements, user and Buyer Personas, Product Planning, and communication.

  • Guide: transparent your mission is to put the customers voice at the core of every business, so transparent in everything you do with your site visitors, with your customers, and with each other.

  • Collaborate with Marketing Operations and Sales Management to ensure the development of tools and materials that support the messages used in your programs.

  • Coordinate: Product Marketing, understanding the customer/markets, analyzing relations, Competitive Analysis, sales planning, Team Collaboration.

  • Measure, track, and optimize engagement from the top of the funnel throughout the Customer Journey to ensure marketing is accelerating Sales Efforts to close business.

  • Methodize: Customer Advocacy represent the Voice Of Customer in a multi segment, multi touch marketing/sales cycle leveraging Customer Insights, trends, and research to drive segment selection, persona development, journey mapping, and brand differentiators.

  • Guide: partner with the Sales Enablement and product Marketing Teams to optimize performance for conversions against your key Buyer Personas and target industries.

  • Formulate: map the marketing touchpoints throughout the buyer journey and formulate a perspective on the next best activity for different accounts and Buyer Personas.

  • Ensure you know how to execute Sales Strategy in coordination with Business Development, marketing + publicity, Account Management, product, operations, and recruiting teams.

  • Direct: effective and confident communicator one that can clearly articulate research methodologies and present research insights to cross functional teams.

  • Maintain and manage Competitive intelligence and comparisons by working with cross Functional Stakeholders and executing self lead research.


Save time, empower your teams and effectively upgrade your processes with access to this practical Buyer Personas Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Buyer Personas related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Buyer Personas specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Buyer Personas Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Buyer Personas improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you recognize an objection?

  2. What did you miss in the interview for the worst hire you ever made?

  3. What are current Buyer Personas paradigms?

  4. What are the concrete Buyer Personas results?

  5. If you do not follow, then how to lead?

  6. Are resources adequate for the scope?

  7. What needs to be done?

  8. Do you think Buyer Personas accomplishes the goals you expect it to accomplish?

  9. What tools do you use once you have decided on a Buyer Personas strategy and more importantly how do you choose?

  10. How do you gather the stories?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Buyer Personas book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Buyer Personas self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Buyer Personas Self-Assessment and Scorecard you will develop a clear picture of which Buyer Personas areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Buyer Personas Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Buyer Personas projects with the 62 implementation resources:

  • 62 step-by-step Buyer Personas Project Management Form Templates covering over 1500 Buyer Personas project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Buyer Personas project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Buyer Personas Project Team have enough people to execute the Buyer Personas Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Buyer Personas Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Buyer Personas Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Buyer Personas project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Buyer Personas project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Buyer Personas project with this in-depth Buyer Personas Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Buyer Personas projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Buyer Personas and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Buyer Personas investments work better.

This Buyer Personas All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.