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How To Create A Buyer Persona on HubSpot

HubSpot allows you to design your ideal customer by just following a few steps. Let's walk through the buyer persona creation process.




If you want to succeed in finding your perfect buyer persona, you should follow these 5 steps. Now, you have gathered enough information to create your buyer persona. What are the tools you can use in order to write your buyer persona?

HubSpot is the solution! There are only 3 steps to follow:

1. Enter the system and scroll to find the section "Top Personas". Click on "Add Persona".




2. Type in all the information you have about your persona in the correct category. It is compulsory to fill out "Name" and "Persona Description". Save it when you are done.



3. When you save the persona, HubSpot shows you an overview of all the personas you have created.



That's all! Now you can address to the right prospect thanks to your buyer personas!


How do I create an effective buyer persona?

Only by knowing exactly who is your ideal customer you can grow your business. Here's the step-by-step procedure.


create a buyer persona for your business

A Buyer Persona is a fictional representation of your ideal customer, based on real data as demographics and online behavior, along with educated speculation about their personal histories, motivations and pain points. But how to create a persona who will be really helpful to understand your customers' needs? Collecting data. This is the whole procedure.

1. Identify questions to ask.

The first step is to identify what kind of information you want to have about your clients. For example, is it important for you to know which tools your persona use at work? All the information you will gather should be categorized in 7 sections:

  • The role of your persona in his/her company.
  • Details about his/her industry.
  • Goals she/he wants to achieve.
  • His/her challenges.
  • What he/she reads or where usually goes to update.
  • Personal life and background.
  • How he/she prefers to buy.



Use this HubSpot checklist to understand which questions you will ask. You don’t have to pose all of these, just tailor them to your business.

2. Determine how to search for your persona.

A buyer persona should be always data-driven. There are 4 different ways to collect the information you need:

  • Interviewing current customers. This is the most important method because you will gather information by who has already chosen you.
  • Monitoring social media channels. A good practice is to read comments on key industries pages or blogs, as well as analyzing on LinkedIn the most relevant profiles for your business. You can also post questions to understand your persona’s demand.
  • Talking to your co-workers, to people who actually have contact with your clients. Who does know them better?
  • Using HubSpot Lead Intelligence to monitor your clients' activity. Thanks to this tool inside the HubSpot CRM, you can manage a lot of insights about prospects simply looking through your leads activity (i.e. what topic they are reading about, what social media networks they use, what types of content they gravitate towards, etc.).


3. Gather your information and choose a primary persona.

A good practice is to collect all the information you have in just one file or place (i.e. Microsoft Excel, Google Drive, etc.). Now that you can look at the big picture of your target audience, it's time to select a primary persona to focus on, especially if the surveys and interviews you did have given to you variegated results.

It's important to establish who is your primary ideal customer in order to define your brand and products identity. How to do it? Find out trends and similarities in the answers people gave you.


4. Create your primary persona profile.

Go back to the HubSpot checklist and fill it out, starting creating your buyer personas. Remember to insert 3 things:

  • A name. Even if your persona is fictional, you should keep it realistic.
  • A photo.
  • Real quotes
Buyer Persona story


Buyer Persona information

Buyer persona profiling

4. Tell the story of your primary persona.

Filling out a list with bullet points is not enough. Transform the information you gathered into a story, divided in 5 chapters:

  • Job and demographic information.
  • What does a day in her/his life look like?
  • What are her/his challenges and pain points?
  • Where does she/he go for information?
  • Common objections to product and services.


5. Socialise your buyer persona.

Now that your primary persona is created, just tailor your business to it. But you should start sharing this profile with your team: at the end of the day, if your sales and marketing teams don't understand who they're speaking to, it's hard to craft a message that really resonates.


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