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But like all data, even information you gather on your audience (your personas) can go out of date.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. 

1.052 Antworten 1.052
WStorm
Teilnehmer/-in

When you determine that you want to address a new audience or when the preferences of an existing audience have changed.

0 Upvotes
SCulli
Mitglied

I would think you would evaluate it as the environment in your area changes or as it effects your customer's business.

0 Upvotes
tverdokhlib1
Stratege/Strategin | Platinum Partner
Stratege/Strategin | Platinum Partner

As soon as there are any changes in target audience, it's very subsjective

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



0 Upvotes
kml
Mitglied

Once a year unless there are mitigating factors like the pandemic, something new is launched or our offerings are revised.

0 Upvotes
MTağıyev
Teilnehmer/-in

Yes 

0 Upvotes
eurorincon
Mitglied

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

0 Upvotes
AndreeaE
Mitglied

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
Teilnehmer/-in

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

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JerAlexander
Mitglied

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
Teilnehmer/-in

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. 

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JohnAceti
Mitglied | Platinum Partner
Mitglied | 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 

0 Upvotes
Jen-VanAntwerp
Teilnehmer/-in

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
Mitglied | Platinum Partner
Mitglied | 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
Teilnehmer/-in

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

0 Upvotes
vanessaELabs
Teilnehmer/-in

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
Mitglied

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
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner

It depends on business

0 Upvotes
KJohnson10
Mitglied

quarterly at least

0 Upvotes
MAbuRamadan
Mitglied

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
Mitglied

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
Teilnehmer/-in

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