Struggling to Identify & Target Your Ideal Customers?
Most businesses fail to define clear customer personas, leading to ineffective marketing, missed opportunities, and wasted resources. Without knowing who your customers are, what they need, and how they behave, you can’t build truly personalised, high-impact strategies.
Does This Sound Familiar?
❌ Marketing campaigns that don’t resonate or convert?
❌ Sales teams struggling to connect with the right audience?
❌ Customer support teams unsure of common pain points?
❌ Your business lacks a clear strategy for segmenting & targeting customers?
If these challenges resonate, this workshop is for you! We’ll guide you through a proven, step-by-step process to create detailed, actionable customer personas that fuel marketing, sales, and customer experience success.
What You’ll Learn in This Workshop
✅ The Role of Customer Personas – Understand why personas are critical for business success.
✅ How to Research & Segment Your Audience – Learn methods to collect data-driven insights.
✅ Creating Detailed, Actionable Personas – Develop personas that influence strategy, messaging, and engagement.
✅ Aligning Personas with Customer Journeys – Map customer needs, touchpoints, and motivations.
✅ Using Personas to Improve Marketing & Sales – Implement personas to refine campaigns and enhance engagement.
✅ Earn a Certification & Badge – Complete a short exam at the end of the workshop to receive an official certificate & LinkedIn badge.
✅ Access to Online Assessment – Reinforce key learnings with an online assessment on CX CRM Academy.
Who Should Attend?
👤 Marketing Managers & Teams – Build data-driven campaigns that convert.
👤 Sales & Business Development Leaders – Target the right customers for higher success rates.
👤 Customer Experience & Support Teams – Personalise interactions & resolve pain points efficiently.
👤 Product & Service Designers – Understand customer needs to create better solutions.
🗓️ Workshop Agenda
Session 1: The Foundation of Customer Personas
- Understanding the importance & impact of personas.
- Common mistakes businesses make when defining customers.
- How to collect qualitative & quantitative customer data.
Session 2: Researching & Defining Personas
- Identifying key customer segments.
- Using surveys, interviews, and analytics for persona development.
- Building detailed customer profiles (demographics, behaviours, motivations, goals).
Session 3: Applying Personas to Business Strategy
- Mapping personas to the customer journey.
- Using personas to enhance marketing, sales, and CX strategies.
- Case studies: Real-world examples of persona-driven success.
Session 4: Practical Persona Development Workshop
- Hands-on persona-building exercises using industry templates.
- Creating primary and negative personas.
- Best practices for keeping personas up-to-date and evolving.
📌 Final Activity: Online Assessment & Certification
- Participants will complete an online assessment on CX CRM Academy.
- Successful participants will receive an official certification & LinkedIn badge showcasing their expertise.
🌟 Why This Workshop?
🎯 Led by Industry Experts – Delivered by CX & CRM professionals with real-world experience.
🎯 Data-Driven & Practical – No fluff—just actionable strategies, live demos, and real case studies.
🎯 Instant ROI – Walk away with practical, ready-to-use customer personas.
🎯 Tailored to Your Business Needs – We customise the session to fit your industry, audience, and business goals.
🎯 Accredited Certification & Digital Badge – Earn an official certificate and LinkedIn badge upon completing the final exam.
💰 Pricing & Custom Options
✅ Small Teams (Up to 5 Participants): $2,500 – $3,500 (1-Day Live Workshop)
✅ Medium Teams (6-15 Participants): $4,500 – $6,000
✅ Enterprise Custom Pricing (16+ Participants): $7,500+ (Includes tailored case studies & consultation)
Invest in your CX & marketing success – Companies that leverage customer personas see up to 20-30% improvement in marketing performance, lead generation, and customer retention.
📩 Request a custom quote based on your team size and needs!
❓ Frequently Asked Questions
Q: Will I receive a certification for completing this workshop?
A: Yes! You will receive an official certificate & LinkedIn badge upon successfully completing the final exam.
Q: How long is the workshop?
A: The duration varies based on agenda and needs. It can be half a day to three days, split into half-day sessions (3-4 hours) or structured to fit your team’s availability.
Q: Can the workshop be customised for our business?
A: Yes! We tailor the content based on your audience, business goals, and industry needs.
Ready to Build Powerful Customer Personas?
📚 Case Studies: The Impact of Well-Crafted Customer Personas
1. Pegasystems: Enhancing Marketing Effectiveness
Pegasystems developed detailed buyer personas to align their marketing and sales teams. This alignment led to increased customer interactions, a higher volume of leads, and improved conversion rates.
2. Skytap: Refining Personas for Better Targeting
Skytap continuously refined their buyer personas to better understand decision-makers. This ongoing process improved their marketing effectiveness and ensured their content resonated with the right audience.
3. Twilio: Optimising Content Strategy
Twilio emphasised the importance of accurate buyer personas in developing an efficient content strategy, especially when entering new markets. This approach optimised both content production and distribution, leading to better engagement.
4. Luxury Clothing Company: Understanding the Target Audience
A luxury clothing retailer in the USA conducted user research to build detailed personas. This process provided insights into their target audience, allowing for tailored marketing strategies that resonated with their customers.
5. HubSpot: Improving Lead Quality
HubSpot utilised buyer personas to guide their content creation and marketing strategies. By creating detailed personas of their ideal customers, HubSpot achieved higher conversion rates and increased customer satisfaction.
These case studies demonstrate that well-crafted customer personas can lead to improved marketing strategies, better customer engagement, and increased profitability.
