Start with Basic Structure:

• Use the Personas database to create detailed customer profiles
• Set up Tasks to track your research and development progress
• Organize your research materials in the Resources section

Manage Your Research:

• Create tasks for gathering customer data
• Set deadlines for persona updates and reviews
• Store relevant research materials and references

Implement and Share:

• Update personas quarterly or when market changes occur
• Base all decisions on actual customer data
• Share insights across teams for consistent customer understanding

<aside>

⚠️ Important Reminders:

• Always use real customer data and feedback
• Keep information concise and actionable
• Review and update regularly
• Share updates with relevant team members </aside>

Creating Personas

Navigate to Personas: Use the blue Personas section to create and manage your buyer personas.

Fill in Details: For each persona, include:

• Demographic information
• Pain points and challenges
• Goals and motivations
• Buying behaviors

Managing Tasks

Task Creation: Use the Tasks database to:

• Create action items related to persona research
• Track persona development progress
• Set deadlines for persona updates

Utilizing Resources

Resource Management: The Resources section helps you:

• Store research materials
• Save reference documents
• Track useful tools and links