Imagine your ideal customer as an actual person
As a foundation for your personas, imagine what your perfect customer would really be like. What size is their company? What is their annual income? It might even be a good idea to create a simplified persona with just your preferences or killer values included just to compare to the clients you actually get. Use this as a way of seeing who you’re targeting and what it is about them that makes them the ideal customer. Once you’ve got this prepared, it’s time to look at reality…Reach out to current customers
Look in your CRM for trends and similarities between the customers you already have. You want to figure out what it is that brings the two of you together. Is there a regular stream of certain types of business? That might be important for your personas, especially if you have enough data to create more than one. If you can reach out to your clients, do. See if they would be willing to answer some questions relating to business with you just to help you figure out where to go in the future. Some examples might be:- What made you choose us over other companies? What made up your mind?
- What would you have liked to know in our early stages of communication?
- Are there any particularly memorable times that we contacted you? What makes them/that memorable? Was it good or bad?
- What is your favourite aspect of our product/service?