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But like all data, even information you gather on your audience (your personas) can go out of date.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

1,059 Replies 1,059
DPerez4
Member

Every 4 to 6 months.

PBowring
Member

Audits should be conducted at least 2-3 times a year in order to stay updated on buyer personas and information. 

GCohen6
Participant

When a large-scale new internal development occurs or external factors (i.e. a pandemic) will intrinsically impact previous personas. Otherwise, auditing 2-3 times a year to stay on track and implement small-scale improvements

0 Upvotes
SDeMartini
Member

A few times a year.

0 Upvotes
WernerSchoeman
Member

I would update personas when something changes in the business environment: A change in the product portfolio, competitive landscape, market or regulatory landscape or customer preferences. 

MBarranco9
Member

I would do it 2 or 3 times a year

0 Upvotes
KMarson
Member

I usually update the buyer persona annually.

0 Upvotes
WStorm
Participant

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

0 Upvotes
SCulli
Member

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
Top Contributor | Platinum Partner
Top Contributor | 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
Member

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

0 Upvotes
MTağıyev
Participant

Yes 

0 Upvotes
eurorincon
Member

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

0 Upvotes
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.

0 Upvotes
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. 

0 Upvotes
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 

0 Upvotes
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