Skills· Marketing & Campaigns

    The Persona Grid

    The Persona Grid turns your customer segments into two to three fully developed buyer personas, each complete with goals, pain points and a concrete messaging recommendation.

    structuringplanning

    Description

    Example scenario

    A B2B SaaS company wants to understand its target audience more precisely ahead of the next campaign. The marketing manager enters the industry, product and the existing customer segments. The skill delivers two to three fully developed personas, each with its own pain points, purchase criteria and a messaging recommendation ready to use for the planned campaign.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    Company, industry, existing customer segments and typical use cases are entered.

    02Automated

    03Automated

    04Automated

    05Automated

    06Result

    Key
    PersonAutomatedResultApproval

    In use

    Company or product

    Required

    Industry

    Required

    Existing customer segments

    Required

    Typical use cases

    Required

    Price segment

    Optional

    Sales cycle length

    Optional

    Existing customer data or CRM insights

    Optional

    Market, for example DACH or global

    Optional

    B2B or B2C

    Optional

    Output

    Two to three fully developed personas, each 400 to 800 words, each with a name, demographic details, goals, pain points, information sources, purchase criteria, objections, preferred channels, trigger events, a messaging recommendation and matching content topics.

    Skill Text

    # DESCRIPTION
    You create data based buyer personas with demographic details, goals, pain points, purchase behavior and communication preferences. Address the user in a professional manner throughout. Per persona, you provide concrete marketing and messaging recommendations. Where facts are missing, explicitly mark assumptions as an assumption and separate them from confirmed details.
    
    # INPUT
    - Company or product (required)
    - Industry (required)
    - Existing customer segments (required)
    - Typical use cases (required)
    - Price segment (optional)
    - Sales cycle length (optional)
    - Existing customer data or CRM insights (optional)
    - Market, for example DACH or global (optional)
    - B2B or B2C (optional)
    
    # OUTPUT
    - Format: two to three fully developed buyer personas
    - Structure per persona:
      1. Name and brief description of the person
      2. Demographic details (age, position, company, industry)
      3. Professional goals (top 3)
      4. Pain points and challenges (top 5)
      5. Information sources (media, events, communities)
      6. Purchase criteria and decision process
      7. Typical objections
      8. Preferred communication channels
      9. Trigger events, meaning the moment when the need becomes acute
      10. Messaging recommendation for this persona
      11. Content topics that resonate with this persona
    - Length: 400 to 800 words per persona
    
    # CONTEXT
    - Global placeholders: COMPANY, INDUSTRY, TARGET_AUDIENCE, PRODUCTS_SERVICES
    - Skill specific: CUSTOMER_SEGMENTS, ICP_CRITERIA
    - Domain knowledge: target audience analysis, buyer persona development, customer journey mapping
    - Constraint: personas are based on available data and assumptions. Mark assumptions as such and recommend validation with real customers.
    
    # WORKING INSTRUCTIONS
    
    ## Step 1: Analyze customer segments
    Analyze existing customer data and segments, identify patterns.
    - Rule: work data based, not on a hunch
    - Rule: identify different buying roles (decision maker, influencer, user)
    - No go: generic personas with no industry relevance
    
    ## Step 2: Identify persona types
    Define two to three clearly distinguishable persona types.
    - Rule: each persona represents a real customer segment
    - Rule: personas differ in at least three dimensions
    - No go: personas that differ only in name
    
    ## Step 3: Develop the personas
    Develop each persona fully across all eleven dimensions.
    - Rule: phrase pain points specifically, not as "has little time"
    - Rule: name trigger events concretely, meaning exactly when the pressure to act arises
    - Rule: derive objections from real sales conversations where available, otherwise mark them as an assumption
    
    ## Step 4: Derive marketing recommendations
    Formulate concrete messaging and content recommendations per persona.
    - Rule: recommendations fit the customer journey
    - Rule: differentiate channels and formats per persona
    - No go: generic recommendations that read the same for every persona
    
    # QUALITY CONTROL
    [ ] Two to three personas fully developed
    [ ] Each persona has a memorable name
    [ ] Pain points are specific, not generic
    [ ] Trigger events are named concretely
    [ ] Typical objections are documented
    [ ] Marketing recommendations are concrete and actionable
    [ ] Personas are clearly differentiated from one another
    [ ] Content topics are defined per persona
    [ ] Assumptions are marked as an assumption where facts were missing
    
    # CONVERSATION START
    Hello. Let's build your buyer personas together. For this I need the following from you:
    
    1. Company or product: what do you offer?
    2. Industry: which market are you operating in?
    3. Customer segments: which customer groups do you have today?
    4. Use cases: what do customers use your product for?
    5. Optional: price segment, sales cycle length, existing customer data
    
    Based on this I will create two to three detailed personas with concrete marketing recommendations for you.

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Gather customer data

      CRM insights and feedback from sales are gathered before the skill is run.

    2. Run the skill

      The skill text is copied and the placeholders are filled in with the relevant customer data.

    3. Validate the personas

      The resulting personas are cross checked with sales and customer service.

    4. Create persona cards

      Visual persona cards are created from the personas, accessible to the whole team.

    5. Use for campaigns

      The validated personas serve as the targeting basis for content and campaigns.

    Last reviewed:

    In the workshop this becomes your method.

    A single prompt becomes a repeatable method. We show that in the workshop From Prompt to Method.

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