← All templatesStrategy
Customer Persona Template
Build 1–3 sharp customer personas based on real data — not fiction. Includes interview script and synthesis worksheet.
What's inside
- Persona one-pager (printable)
- Customer interview script (10 questions)
- Data sources checklist
- Synthesis worksheet for raw notes
- Jobs-to-be-done framework
- Anti-persona section (who NOT to target)
- Use cases by team (sales, product, marketing)
How to use it
- 1Interview 5–8 actual customers before writing a single persona. Skip this and you'll write fiction.
- 2Fill out one persona per major customer segment (most businesses need only 1–3, not 7).
- 3Print and pin in your workspace. Reference when writing copy or making product decisions.
Why this template works
Personas based on guesses lead to marketing that lands nowhere. Personas based on 5–8 real interviews lead to copy that makes customers say 'this is for me.' The difference is the work upfront.
Related templates
More in Strategy.
Strategy
Small Business Marketing Plan Template
One-page annual marketing plan template that fits on a single sheet — goals, audiences, channels, budget, calendar.
Get template →StrategyCompetitive Analysis Template
Compare your business against 3–5 competitors on positioning, pricing, channels, and customer experience. Find the gap.
Get template →StrategySWOT Analysis Template
The classic strengths/weaknesses/opportunities/threats framework — modernized for small businesses and used in a single workshop.
Get template →