Customer Persona Template
Customer Persona Template to visualize your user research and customer profiles directly in Excel. Create professional and fully customizable user personas.
Customer Persona Template will assist you to visualize your buyer profiles and prioritize customer needs efficiently. Also, this user persona Excel template is a great guide to deciding on product development, as well as marketing campaigns, projects, and channels.
Do you want to be able to save time and energy by making more efficient plans to improve user satisfaction? All you have to do now is start using our Buyer Persona Template, which works directly in Excel.
Customer Persona Template Features
Designed to create your user persona easily, our template has four different options in terms of layouts. After specifying your metrics, you can choose one layout and start filling it. These options will be further explained below.
The followings are default categories for each persona. But you may also self-customize them if you wish.
- Business Information
- Pain Points & Frustrations
- Goals and Challenges
- Personal Traits
Persona – 1
This option is designed horizontally and includes 7 rows for each category. In addition to the categories mentioned above, Interests and Technical Knowledge are already selected categories and can be changed according to your needs.
Persona – 2
Similar to Persona 1, this option is also designed horizontally and includes 5 rows for each category. Wants & Needs, and Social Media Channels, in addition to the categories described above, are default categories that can be adjusted according to your needs for the user persona form.
Persona – 3
Our team has designed this option vertically, and it includes 7 rows for each category. In addition to the categories listed above, Behavioral Characteristics, Technical Knowledge, and Buying/Decision-Making Patterns are also already selected categories that can be customized to fit your needs.
Persona – 4
Lastly, Persona 4 also has vertical alignment and includes 5 rows for each category. In addition to the categories described above, Behavioral Characteristics, Technical Knowledge, and Wants & Needs are other default categories, but you can also alter them to meet your needs.
Each optional form contains two chart sections, so you need to just fill in the metrics and their scores with numerical values for creating these charts.
Additionally, persona images can be changed by right-clicking on the shape and pressing “Change Picture”.
Furthermore, some bullets are pre-defined and added to the dropdowns for each section in the persona sheets. You can select them according to your data type.
Moreover, if you need more than one sheet for a particular user persona option, you may duplicate it by creating a copy.
Customer Persona Template Features Summary:
- Create and Visualize Buyer Profiles
- Easy-to-use user segmentation Excel template
- Fully customizable and ready to print
- Informational notes included
- No installation needed, ready-to-use
- Works both on Mac and Windows
- Compatible with Excel 2010 and later versions
- Does not include any VBA code or macros