Customer Persona Template With AI

5 steps to a reviewable draft

1. 01

   Gather evidence by source

   Put interview quotes, support themes, survey patterns and sales notes into separate groups. Keep the source and date beside each item.

   Result: A short evidence set that can be traced back to its source.

2. 02

   Name the decision

   Write the marketing decision this persona should support, such as a campaign audience, a landing page or a content topic.

   Result: A clear use case that prevents a generic persona document.

3. 03

   Draft persona hypotheses

   Ask for a persona sheet that labels direct evidence, reasonable hypotheses and unanswered questions separately.

   Result: A reviewable persona sheet that shows evidence and assumptions in separate places.

   Your prompt

   Copy prompt

   Build a customer persona hypothesis sheet from the source notes below.
   
   Marketing decision: {{decision}}
   Interview and support evidence: {{evidence}}
   Known customer context: {{context}}
   
   Use these sections: job to be done, current situation, desired change, objections, language used, evidence, hypotheses, unanswered questions and next research step. Quote or summarize only supplied evidence. Mark every inference as [HYPOTHESIS]. Do not invent demographics, company facts, metrics or motivations.

   Example input

   Support notes show that small teams struggle to explain weekly campaign results to clients. Two interviews mention late reporting and unclear ownership.

   Example output

   Job to be done — Explain campaign results without rebuilding the report each week. Evidence — Two interviews and three support notes. Motivation — [HYPOTHESIS].

4. 04

   Check the evidence boundary

   Compare each persona statement with the notes. Move unsupported details into hypotheses or remove them.

   Result: A persona sheet that does not present guesses as customer facts.

5. 05

   Choose the next research action

   Turn the most important unanswered question into one research task with an owner and a decision it will inform.

   Result: A persona that can guide a marketing choice and a specific plan to improve it.