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Buyer Persona Excel Template

4.75 (12 reviews)

Customer persona template in Excel. Visualize your user profiles in ready-made formats. Different design options. Printable and sleek persona sheets.

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TEMPLATE DESCRIPTION

Buyer Persona Excel Template will assist you to visualize your customer profiles and prioritize user needs efficiently. Also, this user persona spreadsheet is a great guide to deciding on product development, as well as marketing campaigns, projects, and channels.

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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.

Buyer Persona Excel 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. We will explain these options further below.

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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 has a horizontal design 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. This is one of the basic designs in buyer persona template.

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 above categories, Behavioral Characteristics, Technical Knowledge, and Buying/Decision-Making Patterns are also already categories, which you can customize according to your needs. This is another sleek design for buyer persona template.

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.

Note: If you need more rows for your form, you can choose Persona 1 or Persona 3 depending on the print layout.

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.

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Additionally, you can change persona images 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.

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Moreover, if you need more than one sheet for a particular user persona option, you may duplicate it by creating a copy.

Buyer Persona Excel Template Features Summary:

  • Create and Visualize Customer 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

Customer Persona Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

12 reviews for Buyer Persona Excel Template

  1. Rube N

    I didn’t like the default bullet order.

    • Someka

      Hello Rube,

      Some bullets are pre-defined and added to the dropdowns for each section in the persona sheets. You can select them according to your need.

      Customer-Persona-Template-Someka-Excel-S04

  2. Ella

    for our market research is realy useful

  3. Lewis

    thank you team. good app. but I cant get a pdf! please help

    • Someka

      Hello Lewis,

      Please click on the “File” tab and “Print” to create a PDF.
      Hope this helps!

  4. Leon

    hi,good excel.
    input my categories to the headers is possible?

    • Someka

      Hi Leon,

      After purchasing a modifiable version, you should unprotect the sheet then you can change the headers.

      customer-persona-review4

  5. Sabas Rey

    why are you selling the product unlocked ??? I like this app but unlocking is necessary?

    • Someka

      Hello Sabas,

      We lock our products in order to prevent accidental changes users can make, like overwriting a formula or deleting a calculation column etc.
      To see how to unprotect your sheets and workbook please click here.

  6. Dion

    to meet customer needs its very useful app. I liked design and form. This is my third product purchased from you. And also liked it.

  7. Jorge

    Really useful.
    I need more sheets. How can I copy the existing sheet?

    • Someka

      Dear Jorge,

      After purchasing a modifiable version, you can duplicate the persona sheets according to your needs. Please click on “File”, “Settings”, “Advanced settings”, and “Show sheet tabs” respectively. After that, right-click the persona sheet you wish and select the “Move or “Copy” section, and enable the “Create a copy” option.

      customer-persona-review1

      customer-persona-review2

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  8. Javi P

    default categories are realyy useful. I don’t need to customise. thanks team!

  9. Joel H

    great!
    can I add my company logo to the sheets

    • Someka

      Hello Joel,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in the full version. Please check how to do that in this link.

      how-to-remove-someka-logo

      Hope this helps!

  10. Wilton

    I’m not sure for now, but because I like this excel, maybe I might consider buying a multi user in the future. Is it possible to change the license of my product afterwards?

    • Someka

      Hello Wilton,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  11. Eduardo W

    Hello Someka Team,
    It looks nice.
    If I buy paid file, can I change the colors?

    • Someka

      Hi Eduardo,

      Thanks for asking.
      You can change the colors after unprotecting the sheets.

  12. Macy B

    easy to use but tiny request I want to add my images for customers.

    • Someka

      Hello Macy,

      You can change the persona images by right-clicking on the shape and pressing “Change Picture”.
      Please see the image below.

      customer-persona-review5

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