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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But like all data, even information you gather on your audience (your personas) can go out of date.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
acolucci7
Member

Ideally you update your personas annually. Unexpected economic, cultural or social events may require an immediate update, like COVID-19 did.

BGutierrez7
Member

You should audit and even upadate your buyer personas every year.

LMiller24
Member | Platinum Partner
Member | Platinum Partner

I would update the buyer personas every 12 months.

CWade1
Contributor

Hello Lmiller24 - I agree with a 12 month persona update to evaluate any changes in persona needs or wants or economic circumstances.

0 Upvotes
iss9m
Member

While there's no single perfect timeframe for reevaluating buyer personas, it depends on several factors. Significant market shifts, like the COVID-19 pandemic, may necessitate an immediate update. In general, I recommend reviewing buyer personas at least annually to ensure they align with current customer needs and behaviors.

Additionally, industries with rapid changes in trends or technology might require more frequent reviews. Take the tourism industry as an example. A ski resort experiencing an unusual lack of snow would likely trigger an earlier buyer persona assessment, as they'd need to understand potential shifts in customer motivations and expectations.

CWade1
Contributor

This is a well thought out response.

0 Upvotes
JJawanda
Member

I believe once a year, or every 12 months

CWade1
Contributor

I agree with you. An annual review of buying personas ensures your demographic based has not changed significantly in ways that you may not be aware of, such as a new subdivision being developed.

0 Upvotes
CWhittington
Member | Platinum Partner
Member | Platinum Partner

Best practice would be to review yearly to ensure that the persona allign with the next fiscal years objectives. Aligned personas will help move marketing and sales goals along. 

susheeljohn
Participant

Given our long buying cycles for capital equipment and systems purchases, I believe once in 12 months to coordinate with your annual planning cycles is a minimum periodic update that we should do.

CWade1
Contributor

In the business of attracting new patients to a dental practice, I would update the buyer personas annually as people move away, new people move into the neighbourhood, people have children, adults step up the care of their parents, people get new jobs and new insurance coverage or lose jobs and coverage, and people's dental priorities can change.

Triyesmk
Contributor | Partner
Contributor | Partner

Good question! We use a standard period and re-evaluate every 6 to 12 months. Several factors might change during that time (product line, trends, age and interests of the user etc) so you want to prevent misalignment between personas and your business (campaigns).

Alcantaraailyn
Member

Regularly (quarterly) auditing and updating customer characteristics is crucial in order to stay aligned with your target audience's behavior and needs. By doing so, you can ensure that your marketing strategies are in line with industry changes, market trends, and other relevant factors, enabling you to maintain accurate and up-to-date information about your customers. This helps you tailor your approach effectively and stay competitive in a dynamic business environment.

AnikoJM
Participant

It usually makes sense to add the updating of personas to the yearly strategy planning sessions.  

RKhoroshev4
Member

I believe that in a professional environment, it is recommended to audit and update customer characteristics every six months to a year. This ensures that your marketing strategies will be consistent with changes in the behavior and needs of your target audience. Regular updates help you adapt to changes in the industry, market trends and other factors, keeping accurate and up-to-date information about your customers.

SDuffin
Member

Although we have used other email systems over the year for our inbound marketing, this is the first time we have used a marketing automation solution like HubSpot. Therefore this is the first time we have set up Buyer personas. Reviewing these every 6 to 12 months seems like a good target to aim for

JesusTorres18
Member | Platinum Partner
Member | Platinum Partner

Staying Ahead of the Curve: How frequently do you review and refresh your buyer personas? Given the dynamic nature of markets and consumer behaviors, it's crucial to keep our personas aligned with evolving trends. Share your insights on the ideal frequency for auditing and updating buyer personas to ensure our marketing strategies remain effective and relevant!

0 Upvotes
FWU
Member

If your business undergoes significant changes, such as entering new markets, launching new products, or adjusting your overall strategy, it's essential to update your buyer personas accordingly.

SKaur71
Participant

It's advisable to audit and update buyer personas at least annually. However, be vigilant for rapid market shifts, organizational changes, or significant feedback that might signal the need for more frequent updates to keep your personas aligned with evolving customer behaviors and business strategies.

KDimatatac
Member

We should update our buyer personas semi-annually, but the frequency may vary based on factors such as industry dynamics, market shifts, and changes in customer behavior.

0 Upvotes
SDsouza0
Member

Annually

  1. Industry Dynamics:

    • If your industry experiences rapid changes, such as technological advancements or shifts in consumer behavior, you may need to update your buyer personas more frequently.
  2. Business Model Changes:

    • If your company undergoes significant changes in its products, services, or overall business model, it's crucial to revisit and update your buyer personas to align with the new direction.