Max Reinhardt
By Max Reinhardt on August 03, 2020
6 minute read

What Team Members Should Be Involved in Persona Building

The very first step when starting a buyer persona build is deciding which customers and prospects are important to the sustainability and growth of your business. With that in mind, it’s crucial for the marketer or businessperson leading the initiative to involve their sales executives in the process. 

As your marketing team understands the data that informs which visitors turn into the highest percentage of leads, your sales team could have clearer data to support which types of customers have the highest value when they convert. These two data points could produce different results, or they could both point to the same general target customer.

Either way, persona decisions should be a collaborative process between marketing, sales, and leadership so everyone is on the same page about the direction of the campaign.

Let’s take a look at how your company can leverage multiple roles within your company to create cohesive personas that stick

Rather use Beacons Point’s standard persona report template? Download it in our resource pack today.

 

Account Executive(s), Director of Sales, CEO 

  • Collaborate with the marketing team to determine who the target audience should be
  • Provide initial insights about the target audience
  • Offer extra questions they would like to have answered during the persona process


Your sales team interfaces with and learns about your target persona on a daily basis. Their initial insights into this persona should provide you with much-needed context around how you should conduct the rest of your research. 

It is best practice to conduct your first persona interview with an experienced salesperson at your own company. Choose someone who can best identify and articulate the challenges, goals, and habits of that potential customer.

Gaining some background information about the persona prior to speaking with customers will lessen the learning curve involved with the entire process. Your base-familiarity will allow you as the marketer to quickly identify trends, ask poignant follow-up questions, and be more confident when conducting research. 

Speaking to salespeople will also allow you to ask them specifically what they would like to see come out of this research. Are there any specific ideas they’d like to explore with this target market? Are there any additional questions they would want answered on the questionnaire? 

One goal of persona building is to narrowly target prospects so your sales team can close deals more easily. Another important goal is to collect more qualified leads from marketing. Both of these goals can largely be achieved by allowing the sales team to weigh in on the questions asked and research conducted.

Business Directors brainstorming

Marketing Director, CMO

  • Collaborate with sales to determine the best audience segment to target 
  • Delegate directives to different people on the marketing team
  • Offer final sign off on persona report 
  • Attend persona strategy sessions and offer insight
  • Listen to and review recorded interviews

 

Any impactful buyer persona build starts at the top. Although multiple team members will work on the project, a high-level Director or Marketing Executive will need to make key decisions throughout the process. 

For instance, the Marketing Director will be the key representative within the marketing team working with sales to identify persona targets. This role would also be in charge of signing off on both the final questionnaire and the completed persona report

For these projects to be successful, the Marketing Director should be as present and collaborative as possible during all team brainstorms and persona strategy sessions. While they don’t necessarily need to participate in the interviews, they should take the time to listen through the interview recordings so they can make informed recommendations. 

Most importantly, though, the Marketing Executive’s primary role is to provide the rest of their team the necessary resources. Personas don’t happen overnight, and the best persona reports are the product of high-quality research and numerous conversations with customers/potential customers. Your team will have to dedicate some serious hours scheduling and conducting interviews, brainstorming, and preparing to build the report. 

Here are some tips to empower your team:

  • Have them suggest the project timeline they are comfortable with and work from those dates 
  • Be conservative with the amount of extra work you assign your team 
  • Challenge your team to think critically and outside the box — don’t settle for the first idea on the table
  • Praise your team for their hard work and dedication
  • Ask how you can support them further during the process

Content Specialist investigating and taking notes

Content/Marketing Strategist  

  • Conduct interviews with persona customers 
  • Build personas with the feedback from internal brainstorms with Marketing Director and Content Specialist
  • Lead initial ideation of campaigns after completion of persona report(s)
  • Review recorded interviews 


The Content or Marketing Strategist should be your “point-person” for this project. This team member should be handling most of the heavy lifting including constructing the questionnaire, leading interviews, directing internal brainstorms, drafting the initial persona report, and recommending a strategy to the rest of the team. 

This mid-level marketing pro should be a skilled communicator both written and verbally. Their critical thinking skills and strategic mindset should allow them to ask probing questions that get the center of what really matters to your target buyer personas.

Content Specialist/Marketing Assistant

  • Schedule persona interviews
  • Participate in internal brainstorms to review aggregated persona feedback and offer opinions on strategy
  • Participate as primary note-taker during persona interviews 
  • Keep content strategist on track with the template and suggest relevant follow up questions
  • Review recorded interviews

 

Impactful, complete personas are rarely constructed by the mind and hands of one person. Almost all parts of the process benefit from a shared workload and varied skillsets. A Content Specialist/Marketing Assistant plays a crucial role in the persona building process as they are usually responsible for kicking off the project in a timely, efficient manner — setting it up for success. 

One very time-consuming and, oftentimes, challenging aspect of the process is identifying and scheduling time with potential persona interviewees. This role should be responsible for setting times for the Content Strategist, the interviewees, and themselves to talk for 30-45 minutes over the course of the first 2-3 weeks. 

This person will also be the principal note-taker during interviews. By having an extra pair of hands and ears on a persona interview, your Content Strategist can focus solely on the conversation while the Assistant can focus on listening and jotting down valuable insights where appropriate. 

Beacons Point Persona Questionnaire Template

Get Your Persona Questionnaire
Template Here

 

Finally, it’s important to empower your Marketing Assistants to weigh in on all aspects of the persona build. Encourage them to provide probing questions to the Content Strategist where appropriate during interviews. Ask them about their ideas and opinions in internal brainstorm sessions. This person has been present and listened thoroughly during the interview process. They have the potential to impact your project in valuable ways if given the opportunity. 

 

Teamwork Makes the Dream Work

Most salespeople and marketers wear many hats. Buyer persona building is an important project, but there will always be fires to put out or customers to pursue which takes time away from longer-term initiatives. 

The best teams effectively divide the work amongst themselves so no one person shoulders too much of the workload. With sales and marketing leadership guiding the project’s direction and signing off on deliverables, and the marketing team can running point on research and reporting, any company can develop impactful personas. 

With multiple viewpoints from different levels and business functions, your company can put its best strategic and creative minds together to develop the most cohesive, accurate buyer personas possible. 

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Published by Max Reinhardt August 3, 2020
Max Reinhardt