--- name: persona-generator description: "Create research-backed buyer personas that drive real marketing and product decisions. Combine Buyer Personas methodology with Jobs-to-be-Done to build profiles based on actual behavior, not demographics fiction. Use when: **Starting customer discovery** to define who you're validating with; **Marketing campaign planning** to target the right messages to right people; **Content strategy** to create content that resonates with specific audiences; **Product roadmap prioritization** to build fea..." license: MIT metadata: author: ClawFu version: 1.0.0 mcp-server: "@clawfu/mcp-skills" --- # Persona Generator > Create research-backed buyer personas that drive real marketing and product decisions. Combine Buyer Personas methodology with Jobs-to-be-Done to build profiles based on actual behavior, not demographics fiction. ## When to Use This Skill - **Starting customer discovery** to define who you're validating with - **Marketing campaign planning** to target the right messages to right people - **Content strategy** to create content that resonates with specific audiences - **Product roadmap prioritization** to build features for real users - **Sales enablement** to help sales understand who they're talking to - **Team alignment** to get everyone speaking the same customer language ## Methodology Foundation | Aspect | Details | |--------|---------| | **Source** | Adele Revella - "Buyer Personas" (2015) + Clayton Christensen - Jobs-to-be-Done | | **Core Principle** | "Buyer personas built on real research reveal the thinking behind buying decisions—not just demographics, but motivations, anxieties, and decision criteria." | | **Why This Matters** | Most personas are demographic fiction ("Marketing Mary, 35, likes yoga"). Useful personas explain WHY someone buys—their anxieties, trigger events, and decision process. | ## What Claude Does vs What You Decide | Claude Does | You Decide | |-------------|------------| | Structures production workflow | Final creative direction | | Suggests technical approaches | Equipment and tool choices | | Creates templates and checklists | Quality standards | | Identifies best practices | Brand/voice decisions | | Generates script outlines | Final script approval | ## What This Skill Does 1. **Generates research-based personas** - Built on behavior, not demographics 2. **Identifies buying triggers** - What events cause someone to seek a solution 3. **Maps decision criteria** - What factors drive the purchase decision 4. **Surfaces anxieties and barriers** - What stops them from buying 5. **Documents the buyer's journey** - How they research and decide 6. **Creates actionable segments** - Personas that drive real decisions ## How to Use ### Generate Personas from Customer Interviews ``` I've completed [X] customer interviews. Here are my notes: [summary] Generate buyer personas using the Buyer Personas + JTBD methodology. Focus on buying triggers, decision criteria, and anxieties. ``` ### Create Hypothesis Personas (Pre-Research) ``` I'm building [product] for [market]. Generate hypothesis personas I should validate through customer discovery. Include questions to ask to validate each persona. ``` ### Analyze and Improve Existing Personas ``` Here are our current personas: [paste personas] Analyze them against best practices. What's missing? What questions should we research to make them useful? ``` ## Instructions When generating personas, follow this evidence-based methodology: ### Step 1: Understand What Makes Personas Useful ``` ## The Persona Problem ### BAD Personas (Demographic Fiction) "Marketing Mary" - Age: 35 - Income: $80K - Lives in suburbs - Likes yoga and organic food - Uses Instagram **Why this fails:** - Describes demographics, not motivations - Doesn't explain why she would buy - Can't drive marketing/product decisions - Could describe millions of people ### GOOD Personas (Behavioral/JTBD-Based) "The Overwhelmed First-Timer" - **Trigger:** Just got promoted to manager, now responsible for [task] - **Job-to-be-Done:** Make me look competent to my boss - **Current Behavior:** Using spreadsheets, asking colleagues, stressed - **Decision Criteria:** Easy to learn, makes me look good, won't fail publicly - **Anxiety:** "What if I choose wrong and look incompetent?" **Why this works:** - Explains what triggered the search - Reveals what they're really hiring the product to do - Shows how they decide - Surfaces what might stop them - Drives specific marketing and product decisions ``` --- ### Step 2: The Five Rings of Buying Insight ``` ## Adele Revella's Five Rings ### Ring 1: PRIORITY INITIATIVE **What event triggered their search?** Questions to research: - What was the trigger event? - Why now vs. 6 months ago? - What finally made this urgent? - What was the breaking point? Example insight: "They start looking when they get a new boss who asks 'why don't we have...' or when a competitor does something that makes them look behind." --- ### Ring 2: SUCCESS FACTORS **What outcome are they trying to achieve?** Questions to research: - What does success look like? - How will they measure results? - What would make them a hero internally? - What would make them regret the decision? Example insight: "They don't actually want [product feature]. They want to be seen as innovative by their CEO while not risking a high-profile failure." --- ### Ring 3: PERCEIVED BARRIERS **What could stop them from buying?** Questions to research: - What concerns came up during evaluation? - What almost made them walk away? - What would cause them to delay? - What do they fear will go wrong? Example insight: "Their biggest fear isn't that it won't work—it's that their team won't use it and they'll have wasted budget on something that sits unused." --- ### Ring 4: DECISION CRITERIA **How do they evaluate options?** Questions to research: - What features/capabilities are must-haves? - How do they compare options? - Who else influences the decision? - What trade-offs are they willing to make? Example insight: "They create a spreadsheet comparing 3-5 options. Integration with existing stack is #1. If it doesn't connect to Salesforce, they won't consider it." --- ### Ring 5: BUYER'S JOURNEY **How do they research and decide?** Questions to research: - How did they first learn about the category? - What resources did they use to research? - Who did they talk to? - What was the decision timeline? Example insight: "They google '[category] vs [category]' then ask for recommendations in a Slack community. Reviews on G2 are the final checkpoint before talking to sales." ``` --- ### Step 3: Add Jobs-to-be-Done Layer ``` ## JTBD Analysis Per Persona ### The Job Statement "When I [situation], I want to [motivation], so I can [expected outcome]." ### Three Types of Jobs **Functional Job:** What they need to accomplish - "I need to get this report done faster" - "I need to track our campaigns across channels" **Emotional Job:** How they want to feel - "I want to feel confident presenting to the board" - "I don't want to worry about this anymore" **Social Job:** How they want to be perceived - "I want my team to see me as innovative" - "I don't want to look like I made a bad decision" ### Forces That Drive Switching **Push (away from current):** - Pain points with current solution - Frustrations with status quo - External pressures (boss, market, competition) **Pull (toward new):** - Desired outcomes - Attractive features - Vision of better future **Anxiety (about switching):** - Fear of failure - Implementation concerns - Uncertainty about claims **Habit (keeping current):** - Familiarity with status quo - Sunk costs - "Good enough" mentality For a persona to buy: Push + Pull > Anxiety + Habit ``` --- ### Step 4: Persona Template ``` ## PERSONA: [Name Based on Behavior, Not Demographics] ### Snapshot | Aspect | Detail | |--------|--------| | **Role** | [Job title / responsibility] | | **Environment** | [Company size, industry, team structure] | | **Primary JTBD** | [Job statement] | | **Current Solution** | [What they use today] | --- ### Ring 1: Priority Initiative (Trigger) **What triggers the search:** - [Specific event 1] - [Specific event 2] - [Specific event 3] **Why now (urgency drivers):** - [What makes them act now vs. later] **Quotes:** > "[Verbatim from research]" --- ### Ring 2: Success Factors **Desired outcomes:** 1. [Functional outcome] 2. [Emotional outcome] 3. [Social outcome] **How they'll measure success:** - [Metric or indicator] **What makes them a hero:** - [Internal win they're seeking] **Quotes:** > "[Verbatim from research]" --- ### Ring 3: Perceived Barriers **Concerns/anxieties:** 1. [Concern about product/vendor] 2. [Concern about implementation] 3. [Concern about results] **What almost stops them:** - [Top barrier] **Risk they fear most:** - [What failure looks like] **Quotes:** > "[Verbatim from research]" --- ### Ring 4: Decision Criteria **Must-haves (non-negotiable):** 1. [Feature/capability] 2. [Feature/capability] 3. [Feature/capability] **Nice-to-haves:** - [Feature/capability] **Deal-breakers:** - [What would eliminate you] **How they compare:** - [Their evaluation process] **Quotes:** > "[Verbatim from research]" --- ### Ring 5: Buyer's Journey **Stage 1 - Trigger:** [What happens] **Stage 2 - Research:** [Where they look] **Stage 3 - Evaluate:** [How they compare] **Stage 4 - Decide:** [Who's involved] **Stage 5 - Buy:** [Process/procurement] **Information sources:** - [Channel 1] - [Channel 2] - [Influencers] **Timeline:** [Typical decision timeframe] --- ### Jobs-to-be-Done **Primary Job:** "When I [situation], I want to [motivation], so I can [outcome]." **Functional Job:** [What to accomplish] **Emotional Job:** [How to feel] **Social Job:** [How to be seen] **Forces Analysis:** | Force | Strength | Specifics | |-------|----------|-----------| | Push | High/Med/Low | [Details] | | Pull | High/Med/Low | [Details] | | Anxiety | High/Med/Low | [Details] | | Habit | High/Med/Low | [Details] | --- ### Marketing Implications **Messaging that resonates:** - [Message/hook] - [Message/hook] **Content they'd engage with:** - [Content type] - [Content type] **Where to reach them:** - [Channel] - [Channel] **What NOT to say:** - [Anti-message] --- ### Sales Implications **Objections to expect:** - [Objection] - [Objection] **Questions they'll ask:** - [Question] - [Question] **Proof points they need:** - [Case study/demo] **Decision process:** - [How deals close with this persona] ``` --- ### Step 5: Validate and Update ``` ## Persona Validation Checklist ### Is this persona based on evidence? - [ ] Minimum 5 interviews with this type - [ ] Includes verbatim quotes - [ ] Describes behavior, not just demographics - [ ] Explains WHY they buy ### Does this persona enable decisions? - [ ] Marketing team can use it to target campaigns - [ ] Product team can use it to prioritize features - [ ] Sales team can use it to tailor conversations - [ ] Content team can use it to create relevant assets ### Is this persona distinct? - [ ] Clearly different from other personas - [ ] Different triggers - [ ] Different decision criteria - [ ] Different objections/anxieties ### Red Flags (Persona Needs Work) - [ ] Based on assumptions, not research - [ ] All demographics, no behaviors - [ ] No quotes from real customers - [ ] Too vague to drive decisions - [ ] Overlaps significantly with another persona ``` --- ## Examples ### Example 1: B2B SaaS Personas **Input:** > "Generate personas for our marketing analytics dashboard. Target: marketing managers at 100-500 employee B2B companies. Price: $500/month." **Output:** ## PERSONA 1: The Proving-ROI Manager ### Snapshot | Aspect | Detail | |--------|--------| | **Role** | Marketing Manager, reports to VP/CMO | | **Environment** | B2B SaaS, 100-300 employees, small marketing team (3-5) | | **Primary JTBD** | Prove marketing's ROI to justify budget and headcount | | **Current Solution** | Spreadsheets + GA + Hubspot reports (manual) | --- ### Ring 1: Priority Initiative (Trigger) **What triggers the search:** - CFO/CEO asks "what's the ROI on marketing spend?" - Budget review coming up, needs to defend numbers - New CMO joins and wants visibility into performance - Competitor's marketing seems more effective, board asking questions **Why now:** - Annual planning cycle approaching - Just missed a target and needs to explain why - Growing pressure to be "data-driven" **Quotes:** > "My CFO asked me last week what our CAC is by channel. I had to spend a full day in spreadsheets to give him a rough estimate." --- ### Ring 2: Success Factors **Desired outcomes:** 1. One dashboard that shows marketing ROI (functional) 2. Confidence presenting to leadership (emotional) 3. Seen as data-driven and strategic (social) **How they'll measure success:** - Time saved on reporting - Ability to answer CFO questions immediately - Cleaner attribution to defend spend **What makes them a hero:** - "This dashboard proved we should 2x our Google Ads budget" --- ### Ring 3: Perceived Barriers **Concerns:** 1. Will my team actually use this? (adoption) 2. Is the data accurate? (trust) 3. How long to implement? (time) **What almost stops them:** - Integration complexity with existing stack - Fear of seeing data they don't want to see **Risk they fear:** - "I buy this, it's wrong, and now I've given the CFO bad data" **Quotes:** > "We tried a dashboard before and the numbers never matched Hubspot. That was a disaster." --- ### Ring 4: Decision Criteria **Must-haves:** 1. Integrates with Hubspot (or their CRM) 2. Connects to Google Ads + LinkedIn 3. Attribution modeling (not just last-click) **Nice-to-haves:** - Automated reports - Benchmarks vs. industry **Deal-breakers:** - Manual data entry required - No Hubspot integration - Takes >2 weeks to implement **How they compare:** - Create comparison spreadsheet - Check G2 reviews - Need social proof from similar companies --- ### Ring 5: Buyer's Journey 1. **Trigger:** CFO asks hard question → realizes need 2. **Research:** Google "marketing attribution software", asks peers in Slack 3. **Evaluate:** Shortlists 3 options, demos each, checks integrations 4. **Decide:** Brings to boss, creates business case, budget approval 5. **Buy:** IT security review, procurement, signed **Timeline:** 4-8 weeks from trigger to purchase --- ### Marketing Implications **Messaging that resonates:** - "Answer CFO questions in real-time" - "Prove marketing ROI without spreadsheets" - "Attribution you can trust" **Where to reach them:** - LinkedIn (Marketing Manager targeting) - RevOps/Marketing Slack communities - G2/Capterra (bottom of funnel) **What NOT to say:** - "Vanity metrics" (they want revenue, not impressions) - "AI-powered" (skeptical of hype) --- ## PERSONA 2: The Accidental Analyst ### Snapshot | Aspect | Detail | |--------|--------| | **Role** | Marketing Coordinator or Specialist, early career | | **Environment** | B2B, 150-400 employees, reports to Marketing Manager | | **Primary JTBD** | Get data to my boss without spending all week in spreadsheets | | **Current Solution** | Export from 5 tools, combine in Excel, format in Slides | --- ### Ring 1: Priority Initiative **What triggers the search:** - Weekly report takes 4+ hours to create - Boss asks for new data cut they can't easily produce - Made an error in last report, got called out **Quotes:** > "Every Monday I dread the reporting. I spend half my day in Excel just pulling numbers together." --- ### Ring 2: Success Factors **Desired outcomes:** 1. Reporting takes 30 minutes not 4 hours (functional) 2. Stop dreading Mondays (emotional) 3. Look efficient and capable to manager (social) --- ### Ring 3: Perceived Barriers **Concerns:** - "I'm not technical—will I be able to set this up?" - "Is this within my budget authority?" (need to get approval) - "What if the numbers don't match what I've been reporting?" --- ### Ring 4: Decision Criteria **Must-haves:** 1. No-code setup 2. Pre-built report templates 3. Easy to learn (not complex) **How they compare:** - Search YouTube for tutorials - Look for "easy to use" in reviews - Free trial required --- ### Marketing Implications **Messaging:** - "Your weekly report in 5 minutes" - "No Excel required" - "So easy, you'll set it up in an afternoon" **Where to reach:** - YouTube tutorials - "Best [category] for beginners" content - Marketing career newsletters **Who they influence:** - They don't buy, but they recommend to their manager (Persona 1) --- ### Example 2: Consumer Product Personas **Input:** > "We're launching a premium meal prep service ($150/week). Create personas based on these 8 customer interviews." **Interview Summary:** - 4 were working professionals who said "no time to cook" - 2 were new parents who said "eating garbage since baby came" - 2 were fitness-focused who said "need macro-specific meals" **Output:** ## PERSONA 1: The Burned-Out Professional ### Snapshot | Aspect | Detail | |--------|--------| | **Role** | Professional, 28-40, demanding job (consulting, finance, tech) | | **Environment** | Urban, long hours, high income, limited personal time | | **Primary JTBD** | Eat healthy without sacrificing career performance | | **Current Solution** | Takeout, occasional HelloFresh (but doesn't cook it) | --- ### Ring 1: Priority Initiative **Triggers:** - Doctor says cholesterol is high - Gained 10 lbs since starting new job - Realized they've eaten takeout 5 days straight - Friend looks great and asks what they're doing **Why now:** - Health scare or milestone birthday - New Year's resolution - Partner commented on their diet **Quotes:** > "I know I should eat better. I've tried cooking on Sunday but I'm so tired by the weekend I just don't." --- ### Ring 2: Success Factors **Desired outcomes:** 1. Eat healthy meals without effort (functional) 2. Stop feeling guilty about my diet (emotional) 3. Look like I have my life together (social) **What success looks like:** - "I eat real food without thinking about it" - "I have energy in the afternoon" --- ### Ring 3: Perceived Barriers **Concerns:** 1. "$150/week feels expensive" (but they spend that on takeout) 2. "What if I don't like the food?" 3. "Will it actually fit my schedule?" **Anxiety:** - "Another subscription I'll cancel in a month" - "Food delivery quality—will it be fresh?" **Quotes:** > "I've tried Blue Apron twice. Both times I ended up with a fridge full of rotting ingredients." --- ### Ring 4: Decision Criteria **Must-haves:** 1. Zero cooking required (key!) 2. Healthy (real ingredients, balanced macros) 3. Variety (won't get bored) **Nice-to-haves:** - Customization for preferences - Delivery flexibility **Deal-breakers:** - Any cooking/prep required - Only healthy "rabbit food" - Long subscription commitment --- ### Ring 5: Buyer's Journey 1. See friend on Instagram eating nice meal 2. Ask them about it or Google "meal delivery no cooking" 3. Compare 2-3 options on website, check reviews 4. Trial week to test 5. Subscribe if trial worked **Timeline:** Same-week decision for trial --- ### Marketing Implications **Messaging:** - "Eat like you have a personal chef" - "Zero prep. Zero cleanup. Real food." - "For people too busy to cook but too smart to eat garbage" **Where to reach:** - Instagram (lifestyle/food content) - Podcasts (business, productivity) - LinkedIn (target by industry) **What NOT to say:** - "Meal kits" (sounds like cooking) - "Diet food" (sounds restrictive) --- ## PERSONA 2: The Optimized Athlete (Abbreviated for space) ### Key Differences from Persona 1 | Aspect | Burned-Out Professional | Optimized Athlete | |--------|------------------------|-------------------| | Primary JTBD | Eat healthy without effort | Hit my macros precisely | | Trigger | Health concern, guilt | Competition coming, plateau | | Success Factor | Convenience | Performance/results | | Decision Criteria | No cooking | Macro transparency | | Barrier | "Another subscription" | "Will macros be accurate?" | | Messaging | "Zero effort" | "Fuel your performance" | --- ## Checklists & Templates ### Persona Interview Questions ``` ## Customer Interview Guide for Persona Development ### Trigger (Priority Initiative) - "What was happening when you first started looking for [solution]?" - "Why now? Why not 6 months ago?" - "What was the trigger event?" - "What finally pushed you to do something?" ### Success Factors - "What did you hope would change after buying?" - "How would you know if this worked?" - "If this was perfect, what would that look like?" - "What would success mean for you personally?" ### Barriers (Perceived Risks) - "What concerns did you have before buying?" - "What almost made you NOT buy?" - "What worries did you have about making a change?" - "What would failure look like?" ### Decision Criteria - "What was most important to you in evaluating options?" - "What features were must-haves?" - "What made you choose us over alternatives?" - "What would have been a deal-breaker?" ### Buyer's Journey - "How did you first hear about this category?" - "What did you research? Where?" - "Who else was involved in the decision?" - "How long from first search to purchase?" ``` --- ### Persona Validation Score ``` ## Persona Quality Score **Persona:** _______________ | Criteria | Score (1-5) | Notes | |----------|-------------|-------| | Based on real interviews (not assumptions) | | | | Includes verbatim quotes | | | | Explains triggers (why now) | | | | Explains decision criteria | | | | Surfaces real anxieties | | | | Maps buyer's journey | | | | Includes JTBD statement | | | | Distinct from other personas | | | | Marketing team can use it | | | | Sales team can use it | | | **Total:** __/50 - 40+: Ready to use - 30-39: Needs more research - <30: Start over with customer interviews ``` --- ### Quick Persona Card ``` ## [Persona Name] **One-liner:** [Job title] who [key behavior] because [primary motivation]. **Trigger:** They start looking when ________________________________ **Job-to-be-Done:** "When I [situation], I want to [motivation], so I can [outcome]." **Top 3 Decision Criteria:** 1. 2. 3. **Biggest Anxiety:** ________________________________ **We win by:** ________________________________ ``` --- ## Skill Boundaries ### What This Skill Does Well - Structuring audio production workflows - Providing technical guidance - Creating quality checklists - Suggesting creative approaches ### What This Skill Cannot Do - Replace audio engineering expertise - Make subjective creative decisions - Access or edit audio files directly - Guarantee commercial success ## References - Revella, Adele. "Buyer Personas" (2015) - Five Rings methodology - Christensen, Clayton. "Competing Against Luck" (2016) - Jobs-to-be-Done - Ulwick, Tony. "What Customers Want" (2005) - Outcome-Driven Innovation - Blank, Steve. "The Four Steps to the Epiphany" (2005) - Customer archetypes - Klement, Alan. "When Coffee and Kale Compete" (2016) - JTBD for product ## Related Skills - [jobs-to-be-done](../../strategy/jobs-to-be-done/) - Deep dive on JTBD theory - [buyer-personas](../../strategy/buyer-personas/) - Original Adele Revella framework - [mom-test](../mom-test/) - How to interview customers for persona research - [customer-discovery](../customer-discovery/) - Systematic validation methodology - [audience-research](../../strategy/audience-research/) - Broader audience understanding --- ## Skill Metadata (Internal Use) ```yaml name: persona-generator category: validation subcategory: customer-research version: 1.0 author: MKTG Skills source_expert: Adele Revella, Clayton Christensen source_work: Buyer Personas, Competing Against Luck difficulty: intermediate estimated_value: $3,000 persona research project tags: [personas, customer-research, JTBD, buyer-personas, segmentation, YC] created: 2026-01-25 updated: 2026-01-25 ```