How often should you audit and update your buyer personas?

JorieMunroe
HubSpot Employee
HubSpot Employee

Buyer personas can be created through research, surveys, and interviews — all with a mix of customers, prospects, and those outside your contacts database who might align with your target audience.

 

But like all data, even information you gather on your audience (your personas) can go out of date. After all, business models change, companies merge or shift direction, and your audience can (and likely will) evolve. In your professional opinion, how often should you audit and even update your buyer personas?

 

*To learn more about this, check out the Using Buyer Personas in HubSpot lesson via HubSpot Academy. 

1,048 Replies 1,048
MTağıyev
Participant

Yes 

0 Upvotes
eurorincon
Member

Every 6 months and the minimum for updating personas once a year.

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AndreeaE
Member

At a first glance I'd say 6-12 months. To have enough time to test through tactics how the actual buyer personas perform and keep in mind the industry shiftings.

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NGalbraith
Participant

How much of the updating is done through qual vs. quant data? 

0 Upvotes
JerAlexander
Member

I would say regular audits should occur quarterly with updates as needed post audit. I would be careful with making drastic changes if there are projects underway that could be affected by a shift in direction. Would have to be certain that a change is necessary. I also think after a large project has finished you could also do an audit and update to see how the project may have changed the personas you had at the start of the project. 

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CGleason
Participant

I'd weigh several factors, depending on your industry, but perhaps every 6-12 months. It's important to stay flexible and if your industry has experienced change recently. Certainly annually, with a comparison of how your personas performed based on the prior year's evaluation. 

0 Upvotes
JohnAceti
Member | Platinum Partner
Member | Platinum Partner

Definitely audit personas on a full-scale every year, but there could be insights to be gained from smaller, targeted audits every quarter to ensure your efforts are on track. Monthly may be too granular and clog up your process and efforts with too much changing and rehashing 

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Jen-VanAntwerp
Participant

Depends upon the industry and what's going on in the market, but it's a good idea to include this activity in your annual business review.

0 Upvotes
LQuezada
Member | Platinum Partner
Member | Platinum Partner

I believe we should always keep track of all the interactions with the customers, and if we identify something is not working anymore then it's time to re-evaluate our current personas! 

0 Upvotes
SBassi
Participant

I think it's based on business (B2B or B2C, seasonality, business type) an unexpected external events (i.e. pandemic). 

0 Upvotes
vanessaELabs
Participant

If there's a disruption in the industry and economy in general. Certainly the pandemic is one of them, new technology, etc.

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LindsSyl
Member

We are just starting to look at developing persona's for our organization. Once we get them up and running, I think we will need a least 6 months to a year before we have enough experience using them to before we audit and update.

0 Upvotes
SFamulari
Participant | Diamond Partner
Participant | Diamond Partner

It depends on business

0 Upvotes
KJohnson10
Member

quarterly at least

0 Upvotes
MAbuRamadan
Member

Quarterly, by editing the existing personas with any more information than I've known with time and interactions, and creating new personas for any new segment that might come up as a new prospect to do business with that have different goals than the ones I already have.

KLaNier
Member

As a non-profit, I'd like to audit yearly or as we have the need to expand or add a new program. And then update as we're seening trends change in the type of client we're serving.

0 Upvotes
mariomendezv
Participant

Hi Jorie,

 

I think it would be best to audit personas every 6 months or so, and the minimum for updating personas should be once a year.

0 Upvotes
ddsuwayiro
Participant

hi i think yearly

0 Upvotes
LHill1
Member

Quarterly or yearly

0 Upvotes
Braamster
Member

anually

0 Upvotes
Mohammad-Naias
Participant

 Things are changing with time. That's why we need to research, surveys, and interviews to know Audiences goal and pain point. Personas need to be updated with them.

0 Upvotes