Business & Finance Customer Personas Assignment
| Your Business | Competitor 1 | Competitor 2 | Competitor 3 | Competitor 4 | |
| Company Name | |||||
| URL |
| KW1: | KW1: |
| KW2: | KW2: |
| KW3: | KW3: |
| KW4: | KW4: |
| KW5: | KW5: |
| KW1: | KW1: |
| KW2: | KW2: |
| KW3: | KW3: |
| KW4: | KW4: |
| KW5: | KW5: |
| KW1: | KW1: |
| KW2: | KW2: |
| KW3: | KW3: |
| KW4: | KW4: |
| KW5: | KW5: |
Top of the Funnel
Middle of the Funnel
Bottom of the Funnel
Estimated Length of the Journey / Decision Making:
Traffic Sources
Destination Page
Conv./Event/Objective
Destination Page
Conv./Event/Objective
Destination Page
Conv./Event/Objective
Assignment 1: Digital Ecosystem Outline
Messaging Strategy
Messaging Strategy
Messaging Strategy
Assignment 2: Customer Persona
Persona Name (Make it descriptive):
Image / Picture
Goal:
Motivations:
Frustrations:
Personal Quote:
Demographics:
Behavioral:
Keywords:
Content Ideas:
Describe the goals, needs or problems they have that make them a fit for your brand or your products and services.
An image of someone should come to mind when reading a persona profile. “Oh yeah, I know someone just like that!”
What are their reasons for buying your product? What emotional benefits does the consumer pursue?
What problem and roadblocks do they run into when they try and achieve their goals?
What kind of statement would they make that you hear over and over from people like this?
Age
Gender
Household income
Location
Level of education
Family size
Other…
Social media preferences
Level of digital fluency
Content preferences and consumption habits
Favorite industry sites
How long they take to buy
Attention span
Those that align with the persona’s position within the business and the obstacles they’re trying to solve.
Information and editorial strategies the will engage the consumer.
Your Company:
2
Assignment 3: Customer Journey - PART 1
Buyer Persona
Image / Picture
Goal:
Motivations:
Frustrations:
Media Mix:
AWARENESS
CONSIDERATION / INTENT
PURCHASE
<CHANNEL>
<MESSAGE/IDEA>
1
<CHANNEL>
<MESSAGE/IDEA>
2
<CHANNEL>
<MESSAGE/IDEA>
3
<CHANNEL>
<MESSAGE/IDEA>
4
<CHANNEL>
<MESSAGE/IDEA>
5
<CHANNEL>
<MESSAGE/IDEA>
6
<CHANNEL>
<MESSAGE/IDEA>
7
<CHANNEL>
<MESSAGE/IDEA>
8
<CHANNEL>
<MESSAGE/IDEA>
9
<CHANNEL>
<MESSAGE/IDEA>
10
<CHANNEL>
<MESSAGE/IDEA>
11
<CHANNEL>
<MESSAGE/IDEA>
12
<CHANNEL>
<MESSAGE/IDEA>
13
<CHANNEL>
<MESSAGE/IDEA>
14
<CHANNEL>
<MESSAGE/IDEA>
15
3
Assignment 3: Customer Journey - PART 2
MOT 1 - SCREENSHOT
MOT 2 - SCREENSHOT
MOT 3 - SCREENSHOT
MOT 1 - SCREENSHOT
MOT 2 - SCREENSHOT
MOT 3 - SCREENSHOT
Provide a brief description for each screenshot, explaining why you consider the competitor’s approach a best practice.
Provide a brief description for each screenshot, explaining why you consider the competitor’s approach a best practice.
Provide a brief description for each screenshot, explaining why you consider the competitor’s approach a best practice.
Find and capture a screenshot that illustrates a best practice from a direct competitor.
Find and capture a screenshot that illustrates a best practice from a direct competitor.
Find and capture a screenshot that illustrates a best practice from a direct competitor.
4
Assignment 3: North Star Metric & Input Metrics Analysis
NORTH STAR METRIC
AWARENESS KPI
ADQUISITION KPI
USAGE KPI
LEADING METRIC
LEADING METRIC
LEADING METRIC
LEADING METRIC
LEADING METRIC
LEADING METRIC
Primary Benefit
What is the primary benefit that your product or service delivers to customers? Describe the fundamental value customers receive from your offering.
Key Action
What action do users take when they truly experience this value? Identify the behavior that demonstrates customers have achieved the intended benefit.
Measurement
How can you measure that action in a quantifiable way? Define a concrete, numerical method for tracking this action (e.g., using rates, counts, or specific performance indicators).
Key Questions: Answer the following to establish your NSM
Measurement Tree
5