Business & Finance Customer Personas Assignment

profileHappyRainFrog1
AssignmentTemplates-1.pptx
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