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How do you organise/synthesise data for creating personas?

I am in the process of developing personas, and the data will come from multiple sources such as reviews, interviews, and internal insight. Do you have a tool, template or best practices for organising the insights to then turn into personas?
1 Answer
Lauren Craigie
Lauren Craigie
Cortex Head of Product MarketingAugust 30

Re: templates. Feel free to reach out on LinkedIn and I’ll share what templates I’ve used in the past for ICP and personas.

Re: Synthesizing approach: I try to keep the majority of collection activities very public to the founders and team leads as I go. I don’t want my final synthesis to feel like a surprise to anyone-just a neatly packaged version of the conversations we’ve been having about new insights all along the way.

Examples:

  • I have a zapier connection to Typeform where I collect NPS and satisfaction surveys. When a customer submits one it goes to my “customer and market research” slack channel. Good and bad reviews are seen and actioned immediately by the leaders in CS and Product.

  • I share updates from surveys I’ve run with the sales team in weekly enablement sessions. Nuggets about top pains per segment and persona so they know I’m constantly iterating on these things.

  • I aim to refresh the ICP every 6 months and use company all-hands as an opportunity to plug new data I have about what our customers want and what the market wants with my ICP and persona templates.

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