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Which research methods have helped you curate your buyer persona?

agulati
HubSpot Employee
HubSpot Employee

A buyer persona is a fictional, generalized representation of your ideal customer. They help you understand your customers and prospective customers better. If you're in the process of conducting research to curate a buyer persona, tell us below! Give us your tips and tricks, and what research methods you've found success with. To learn more about buyer personas, check out the "Getting to Know Your Customer" lesson via HubSpot Academy.

1,153 Replies 1,153
DMcClure3
Member

I am learning new ways

VPrasad2
Participant

I start by analyzing CRM data from tools to identify patterns in closed-won deals — industry, job role, company size, and common objections.

Then, I conduct short customer interviews to understand their pain points, decision triggers, and buying criteria. These conversations reveal insights that analytics alone can’t show.

I also review behavioral data in Google Analytics to see which content drives engagement and conversions, and I collaborate with the sales team to understand real-world objections.

JToun
Participant

I always wanted to make persona, because it will help decide what I want to do. Having other person opinions matter also because they will make your target group. Always open to what ca make you better as a person. 

0 Upvotes
Janeee
Participant

I haven't created a buyer persona before, but I have created a user persona for products. I am a UI/ UX designer. One way that works for me is face to face conversations/ interviews. It helps me get an in-depth information on how the customer feels, that is their mindset while making a decision.

RenataGabriella
Member

Fazer uma SWOT do nosso cliente olhando para o negócio + a ferramenta de criação de Buyer persona, tive uma visao estratégica.

solodh
Participant

I use review feedback to help build-out what a typical 'ideal customer' looks like. 

merlinkoh
Member

I typically combine customer interviews, CRM/sales insights, and social listening to build buyer personas. Recently, I’ve started using AI tools to analyse feedback faster — summarising interviews, identifying common pain points, and drafting initial persona profiles for validation. While AI helps speed up research, but real customer conversations remain essential.

0 Upvotes
gkaur79
Participant

In my previous organization, we created buyers persona as per the status of them buying the services from our platforms. We integrated the data from our CRM to get information about their demographics, purchasing power, etc. We tagged them as New Users, Premium Users and calculated their Lifetime value in the business to understand better on their patterns.

DebraC
Member

AI makes generataing personas fast - however, much is gained by acutally doing the research and listening to customers. For best results, combine your insights with AI. 

hmahamed1
Member

smh what about saving the bears?

0 Upvotes
LMosher4
Member

One tip that’s worked well for me: always focus on why your customers do what they do, not just what they do. Understanding their mindset makes your persona much more actionable.

 

JoseLSC
Member

Pra montar persona eu gosto de começar pelo que já é real: eu puxo os dados do CRM/WhatsApp (motivo do contato, dúvidas mais repetidas e o que mais fecha), e depois valido isso falando com gente de verdade. Normalmente faço 5 a 10 conversas rápidas com clientes e pergunto: ‘o que te fez procurar agora?’, ‘o que você tentou antes?’, ‘qual foi a maior dúvida pra decidir?’ e ‘o que quase te fez desistir?’.

Também olho os comentários/DMs das redes, reviews do Google e até o que os concorrentes estão prometendo nos anúncios. Com isso eu consigo fechar a persona com dor, objeções, gatilhos e linguagem do cliente, sem achismo.

Mpesonen
Member

Thank you for this! Great idea and easy to do

0 Upvotes
HParhiala
Member
Thank you. Good idea.
0 Upvotes
mrogers19
Member

Great thought Agulati! Very interesting

0 Upvotes
ARhoades1
Member

Agreed

0 Upvotes
ksantos3
Contributor

Como eu criei minha persona: 
Para desenvolver esta persona, eu não me baseei apenas em suposições; utilizei minha bagagem estratégica e ferramentas de marketing para garantir que ela fosse realista e funcional:

Extraí dados da minha vivência: Utilizei meu histórico como executiva de contas para identificar quem são os tomadores de decisão que eu costumo abordar e quais são as barreiras reais que eles enfrentam no dia a dia.

Defini objetivos e "dores": Em vez de focar apenas no que eu vendo, eu me coloquei no lugar do cliente. Identifiquei que a "Fernanda" busca escalabilidade, mas sofre com a falta de tempo e processos manuais.

Mapeei comportamentos digitais: Com base nos meus estudos de marketing, analisei onde essa persona consome conteúdo, definindo o LinkedIn e portais de negócios como os pontos de contato principais para minhas estratégias.

Foquei no "Job to be Done": Analisei qual é o "trabalho" que a minha persona precisa realizar e como a minha solução facilita essa jornada, transformando uma necessidade técnica em um benefício estratégico.

0 Upvotes
DBadeau
Participant

Thank you for this, Agulati. Very cool!

0 Upvotes
Mkumar21
Contributor

"Hello! As a Real Estate Sales Director myself, I have worked extensively on understanding and building buyer personas through both online and offline methods. In my experience, the most effective methods have consistently been face-to-face conversations, surveys, and interviews."

AOrtega41
Member

Curating my buyer persona required a combination of qualitative and quantitative research methods, allowing me to develop a more complete picture of who the customer is, how they think, and how they behave. First, I relied on customer interviews and direct conversations to uncover deeper motivations, emotional drivers, pain points, and common objections that would not typically surface in numerical data alone. Surveys and structured feedback forms helped validate these insights at scale by capturing demographic, psychographic, and behavioral information across a wider sample.