July 29

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The Customer Avatar Worksheet

By Skip Gilleland

July 29, 2020


Did you know that YOUR TARGET MARKET matters when it comes to scaling your business? You should learn how to identify your potential clients and make sure that you design your strategies according to their interests, likes and other essential factors.

“Many companies have forgotten they sell to actual people. Humans care about the entire experience, not just the marketing or sales or service. To really win in the modern age, you must solve for humans.” — Dharmesh Shah

As such, building a Customer Avatar for your business will can make a big difference in your marketing strategies. You will be surprised to find out that it can help you big time! 

Do not worry as we are going to guide you on how to get started. The first step is to understand what a Customer Avatar or Buyer Persona is. Make sure that you read the remaining pages of this guide so you can know how to create one and use it for your business. 

THE ULTIMATE SECRET TO SUCCESSFUL MARKETING

Do not worry as we are going to guide you on how to get started. The first step is to understand what a Customer Avatar or Buyer Persona is. Make sure that you read the remaining pages of this guide so you can know how to create one and use it for your business. 

EMAIL MARKETING

  • Learn more about the avatar that you are going to target for your email campaigns. Find out their interests and likes to make your marketing tactics effective. 

CONTENT MARKETING

  • Determine the type of content that will attract your avatar. Should you create more written content, or should you start working on video content? How about podcasts?

ORGANIC OR PAID TRAFFIC

  • This is where you have to determine the demographics of your avatar. Find the right ad templates and set your ads well to reach out to your target market. Use compelling ads that appeal to their emotions. 

COPYWRITING

  • You need to ask the question: How are you going to come up with an engaging content that will lead to increased conversions for your business?

PRODUCT DEVELOPMENT

  • In every product that you sell or service that you offer, it is essential to take note of the value that buyers will get out of it. Think of how your products and services provide solutions to your target customers.

Keep in mind that there is so much more to marketing. The items listed on the previous page are not exclusive, which means that there are still other areas that can be improved the moment you start using Customer Avatar for your operations.

You will be amazed at how everything will improve the moment with it!

Remember that the more you understand your target client, the better it is on your part to come up with marketing strategies to make that person interested in what you have to offer.

Are you excited to learn more about these? 

WHAT ARE THE DIFFERENT BUYER PERSONAS

MARKETING FREELANCER

  • This is the kind of person who wants to compete in a marketplace, which is why he is interested in improving his skill sets. He is interested in attending training classes, participating in online courses, and acquiring certificates for related activities. 

MARKETING AGENCY OWNER

  • This person is also interested in training and certifications, but the purpose is different. His primary goals include expanding the services he can offer to clients and improving his employees' skill sets. 

WORKER OR EMPLOYEE

  • This individual's motivation for being interested in certifications, courses, or training is to make his mark in the company that he works for. He wants to be remembered for his skills and use it to advance his career in the corporate ladder. 

ENTREPRENEUR OR BUSINESS OWNER

  • For this person, his ultimate goal is to be good at marketing since it can help him a lot in scaling his business. He is also interested in courses, certifications, and training to help develop his team members' internal marketing skills.

UNDERSTANDING CUSTOMER AVATARS

Now is the time to see an example of a Customer Avatar Worksheet: 

Don't let this Customer Avatar confuse you right away. As you continue to read the pages of this guide, you will see that there are detailed discussions with respect to the major components of the worksheet. 

Before anything else, we want to emphasize that there are various components found in a Customer Avatar. It is essential to have a clear understanding of each component so that you can gather or acquire the right details for each customer. 

There are times when you may be familiar with the interests, likes, and surrounding circumstances for some customers. However, there are instances when data-gathering or assumptions-making can be challenging.

Whenever you feel like you are stuck at completing your Customer Avatar Worksheet, the best thing to do is to KEEP GOING.

Sometimes, you no longer need to conduct time-consuming surveys or engage in interviews. What matters is you know how to get started and work your way on the worksheet. Do not be afraid to make assumptions as long as they are based on logical considerations.

Let's start with Goals and Values:

What are examples of Goals?

  • To increase operations of the business
  • To improve the skills of the workers or employees
  • To grow business

How about Values?

When we say values, they pertain to the commitment that you are willing to give, such as:

  • Nurturing professional relationships with people
  • Providing best services to clients at all times
  • Avoiding "black hat" marketing tactics or principles at all times

When it comes to filling the information for the goals and values, you must note that what you are going to write down must be related to the industry where your business is a part of.

The number one rule that you should never forget:

GOALS and VALUES must be relevant for your products and services.

There is a necessity to think hard as you fill the details up. Put in mind that the information under this section will determine how you are going to implement some marketing strategies. They will guide you in coming up content for email campaigns, copywriting tasks, blog articles, and other marketing materials.

Now, let's move on to basic information...

This is actually simple.

All you have to do at this point is to let the customer provide you with the correct answers. This is the part where you can see the demographic information for each customer. 

We also have Challenges and Pain Points...

What are examples of Challenges?

  • Finding employees who are willing and easy to train
  • Focusing on the marketing side of the business while also managing its affairs
  • Growing one's business despite the heavy competition

What are some of the Pain Points?

  • Failure to scale the business because of wrong management decisions
  • Uncertainties brought by changing guidelines and rules because of an ongoing pandemic that affects public health

We also have Challenges and Pain Points...

What are examples of Challenges?

  • Finding employees who are willing and easy to train
  • Focusing on the marketing side of the business while also managing its affairs
  • Growing one's business despite the heavy competition

What are some of the Pain Points?

  • Failure to scale the business because of wrong management decisions
  • Uncertainties brought by changing guidelines and rules because of an ongoing pandemic that affects public health

What are you waiting for?

Start building your Customer Avatar today. However, you must remind yourself that there is so much more to it. Do not expect to experience success overnight.

Keep in mind that the first few days of using a Customer Avatar Worksheet can be complicated. Do not worry because once you understand the entire process, everything will become a lot easier on your part. 

Click the image to get your own Customer Avatar Worksheet for FREE.

Skip Gilleland

About the author

Skip Gilleland is the VP of Marketing at tranzpay.io. and is a CERTIFIED Customer Value Optimization Specialist, Content Marketing Specialist, Email Marketing Specialist, and a Certified Customer Acquisition Specialist

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