Introducing Easy Agile Personas for Jira

Whether you’re a marketer, a salesperson, a product manager, or even a developer, your work comes back to one thing: the customer.

When you understand who they are, what they want, how they talk, and how they get things done, you can make better products and promote them in the right way to the right people.

One of the most powerful ways to understand your customer better is to create buyer personas. That’s why we’ve put together a comprehensive guide that includes everything you need to know to create, refine, and use your buyer personas.

What are buyer personas?

Buyer personas lay out the typical characteristics of someone who is likely to buy your products - usually on a single page.

Personas aren’t profiles of real people. You shouldn’t use real names, photos, or personal information on your buyer personas. But they should reflect the general behavior and goals of your real customers

You might create a buyer persona for your ideal customer, or several types of ideal customers that regularly buy your product or service. For example, at Easy Agile, we have personas for the most common roles/titles of our ideal customers, like:

• Release Train Engineer
• Product Manager
• Product Owner
• Scrum Master
• Developer

You might also create anti-personas for the types of customers you don’t want to attract.

What are some other names for buyer personas?

You might know “buyer personas” by a different name, depending on your industry, department, or how you plan to use the persona. For example:

• User persona (if your product is software and your user is also the buyer)
• Audience persona
• Customer persona
• Buyer avatar
• Customer avatar
• Ideal audience avatar
• Buyer profile

While there are some slight differences between some of these names and how they're used in marketing or product management, they are often used interchangeably with "buyer persona".

What are buyer personas used for?

Buyer personas can be used in just about any role or department.

The main purpose of buyer personas is to gain a deeper understanding of your customers. This will help you:

• Improve targeting and reach
• Increase conversions
• Increase ROI and profitability
• Communicate more effectively
• Identify pain points
• Create products that solve problems
• Improve the user experience
• Improve customer loyalty
• Offer the best value to your best customers
• Help the customers who need your product or service the most

Why create buyer personas?

It’s clear that buyer personas are useful for a lot of different things. But let’s take a closer look at the top 6 benefits.

1. Increase revenue

One case study found ROI increased by 124% by using personas as part of a marketing strategy. Another case study found that personas have the potential to significantly increase time spent on a website and could boost marketing revenue by 171%. This makes sense when you consider that the insights from personas can allow you to use your marketing budget to better target and convert customers.

2. Make good decisions fast

Whether you’re a marketer, salesperson, or product manager, you won’t always have time to run a proper analysis, get consensus from your team, or survey your audience before you make a decision. Fortunately, with a clear picture of your audience always at your fingertips, you can make snap decisions with confidence. Buyer personas allow you to anticipate how a feature or change will impact the buyer (and therefore your conversions, retention, and bottomline) by seeing things from their perspective (goals, objectives, fears, and motivations).

3. Understand how people buy

Buyer personas can help you map out the customer journey, showing how your audience goes from the first point of contact with your brand to purchasing your product. Personas can reveal what issues matter to them, what content they’d like to consume, what platforms they prefer to consume it on, and what products they’re most likely to invest in first. When you understand how people prefer to buy from you, you can make this more streamlined by:

• Creating different funnels for different personas
• Showing people the right thing at the right time
• Tackling objections with your content
• Focusing on the most effective channels for your audience

4. Talk directly to your ideal audience

With clearly defined buyer personas, your team will have the data needed to target ads directly to your ideal audience. Not only that, but they’ll be able to use ad creative that talks to your audience pain points and uses language that they can understand. In turn, this should lead to more clicks, more conversions, and more customers that are the ideal fit for your product.

5. Be more consistent

Buyer personas can help your whole team get on the same page about who your customers are and how to target them. This can help you deliver more consistent messaging and support for customers, which will help build customers’ trust, confidence, and loyalty.

6. Stay focused on the customer

One of the top benefits of using buyer personas is that they help keep your team focused on what’s important: the customer. With so much data available these days, it can be easy to get lost in the numbers. And it’s just as easy to go down rabbit holes, chasing features you want to work on without fully considering what’s best for the customer. With customer personas, it’s much easier to remember that real people buy your product - and that your job is to deliver value to them above all else.

How to research your buyer personas

Don’t assume you know everything there is to know about your audience - real data should inform your buyer personas. Here are some ways you can research your buyer personas:

Survey customers

Customer surveys are one of the most powerful ways to gather data. You can create online surveys through tools like SurveyMonkey or Google Forms, then send these to your existing customers or prospects. Use these surveys to ask questions about audience demographics, habits, goals, challenges, fears, objections, platforms, technology, and preferences. This data will directly inform each section of your buyer persona, so make sure you ask questions that are most relevant to understanding your buyer and how they might find, purchase, or use your product.

Interview key customers

One-on-one customer interviews or focus groups are another powerful way to learn about your audience. Unlike an online survey, this format is more flexible. You could start with some questions to help start a discussion, and then dig further based on the answers that come up. It does, however, require more of a time commitment from you and your customers, so be sure to offer a fair incentive.

Review your database

If you already have a list of current or previous customers stored in your database, they can be a really valuable source of information. Look through the list and see what trends and categories emerge. For example, you might find buyers from small, medium, and large companies. Or you might find that most of your customers fit into one of 3-4 departments or roles, like marketing, sales, and project management. Once you can categorize your customer list, you’ll be able to see how different customer types use your product, consume your content, and other useful insights.

Check your analytics

Analytics can be a goldmine for researching your customers. You likely have access to analytics from your product, any social media pages, and your Google analytics. This data can reveal demographic information, typical usage patterns, preferred devices, preferred social media channels for different audience groups, what they search for, and more.

Do social listening

Social listening means monitoring your social media channels to see what your audience is saying. You might uncover valuable feedback, pain points, objections, and topics that your audience is interested in. You could also find this information by looking at competitors’ channels, searching for industry keywords, and even looking at online forums. Sometimes the best way to get to know your audience is when they’re asking for help or recommendations from their peers.

Talk to your team

Finally, ask your team members to share their audience insights. Especially those that regularly talk to customers, like salespeople and customer support. They’re probably familiar with the types of people who buy your product, their biggest challenges, and the questions they need answers to.

A simple buyer persona template

You don’t have to start your buyer personas from scratch. Most buyer personas follow roughly the same format, so find a buyer persona template that fits your needs and goals and start with that. Use the data you’ve collected from your research to fill out a profile for each of your ideal customers.

Let’s go through the above sections on your buyer persona template.

Title and name

The persona title helps you identify the buyer group you’re referring to. Depending on your product, this might be their industry, demographic, job title, aspiration, or something else that helps differentiate them from your other buyer groups.

But sometimes a title isn’t enough. Naming your buyer persona and giving them a photo helps to humanize your buyers. It can help you remember that while the profile is fictional, real people buy and use your products.

Bio

A short bio can help to tell your buyer’s story, summarizing their personality, fears, challenges, and their main goals. While you’ll have all these details listed elsewhere on the buyer persona, putting it in story form can also help to humanize your buyer and make this information more meaningful and memorable.

Personality

The personality section is usually based on one of the popular personality tests, like Myer Briggs, DISC, or Enneagram. This can be helpful to understand tendencies like introversion vs extraversion, decision making styles, and how much information your buyer is likely to need when choosing or using your product.

Motivations and goals

Under motivations, list the things that help move your buyers onto the next step in the buying process. You might include things like fears and goals, but also external triggers like ideas and anything that might help them trust your brand or product.

Your buyers’ goals or objectives might include their bigger vision for their career or life, but also the smaller goals that they want to accomplish by interacting with your brand or buying your product.

Challenges

Challenges should summarize any problems your buyer is experiencing that relate to your product - or the reason they might buy your product. You could also touch on fears and pain points, or create a separate section for these.

Tools and technology

Tools and technology are especially useful if your buyer needs specific skills or integrations to effectively use your product. Or it might just reveal how they prefer to communicate - whether via social media, email, or phone.

You can, of course, add other sections to your buyer persona. It all depends on how much information you need to get a clear understanding of your customer, target them, and have meaningful conversations with them. At the same time, keeping your persona short (a single page is ideal) and straight to the point will make it easier for your team to use.

How many buyer personas should you create?

Most organizations will need around 3-4 personas to cover most of their audience groups. But the right number of buyer personas will depend on how diverse your audience is.

The main point here is that your buyer personas shouldn’t cover every possible buyer - only your ideal prospects. Consider the 80/20 rule - it’s likely that 20% of your customers are responsible for 80% of your sales, so don’t be afraid to prioritize the 20%. Including personas that aren’t ideal customers will take the focus away from those that are.

Tip: If you’re struggling to categorize your audience into groups and narrow down your buyer personas, try a card sorting exercise. Create mini profiles for all your audience types on separate cards and then eliminate the audiences that aren’t profitable or ideal customers. Then group the remaining profiles together based on similar demographics, challenges, and goals. When you can’t easily combine any more cards to make groups, stop the exercise. These are your buyer personas.

Start using your buyer personas

Buyer personas are incredibly versatile - any part of your business that interacts with customers or impacts them can benefit from using buyer personas. So, don’t leave them sitting in a folder somewhere… start incorporating them into your teams’ processes right away.

Now that you know just about everything there is to know about buyer personas… now’s the time to create yours and (most importantly) incorporate them into your processes so that you can reach more of your best customers and build a better product for them.

Get a headstart with Easy Agile Personas for Jira

If you use Jira, you can add your buyer personas inside the platform by following this step-by-step guide. Sign up with Easy Agile Personas for Jira and link your personas to issues in your backlog and story map.

In the meantime, we’ve got more articles you might want to check out, like:

And tag us on Twitter @EasyAgile if you’d like to share how your teams create buyer personas and build them into your processes!

Are you keen to ensure your company is customer-centered? One good way to do that is to build personas.

Whether you’re a product owner, marketer, or salesperson, writing your company’s personas is kind of a big deal. (So, probably don’t delegate this job to the intern...)

That’s because your personas can be used to:

• Brainstorm new ideas
• Decide what products and features you should prioritize
• Better target your advertising and marketing creative
• Connect better with sales prospects and recommend the best solution to match their goals, problems, and pain points

Your personas will impact nearly all parts of your organization, so it’s important that you get them right. We know a thing or two about how to create personas (you might even say we’re experts 😏), so we’ve created this little guide to help you create yours like a pro.

Follow our 9 simple steps and you’ll end up with powerful personas that your whole team can use.

Ensure your team are aligned around customer archetypes with

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Step 1 - Do your research

The best place to start is with your existing customers and prospects. You could run interviews and focus groups to find out more about who your customers are and what they want. Or create an online survey - you can set these up for free in Google forms.

Ask your customers about:

• Their age
• Their location
• What they’re qualified in
• Their title or job role
• Where they work
• Their family life
• How they’re currently using your product (or other products)
• What’s bothering them about your product (or other products)
• Relevant tasks they struggle with
• What they’d like to achieve in their work/life right now

Tip: it can sometimes feel a bit awkward if you ask personal demographic questions, so you could instead sum them up with one question: “How would you describe yourself?” This allows each respondent to decide how much detail they give you, and you might get some really valuable insights from an open-ended question.

Other research methods include:

• Analytics- Google analytics and social media analytics will usually display demographic Look at your analytics
• Forums- Join forums and closed groups where your audience likes to hang out, ask questions, and share about problems that are relevant to your product or service (just make sure you set a time limit for yourself so you don’t accidentally fall down a Reddit/Quora rabbit hole)
• Talk to your colleagues- Try to get your whole team involved and talking about your audience, especially the ones who regularly interact with customers

Step 2 - Analyze the data and identify your personas

Now that you’ve done the research, it’s time to figure out what it means. Keep an open mind as you look at the data because you want to create real personas, not something that backs your own internal narrative or the path you’ve been on until now.

Look for patterns in the data and see what the similarities and differences are. From here, you should be able to identify 3-5 distinct persona types. At this point, you might be tempted to create eleventy million personas, but don’t. You want to cover all your key user and audience types, and get reasonably specific.

Usually, less is best when it comes to personas because it means you can be more focused. After all, you can’t do everything and you know what they say… if you target everyone, you reach no one. The more your product and marketing is tailored to a specific group of people, the more they’ll be drawn to it. This could mean you’ll need to exclude some audiences from your personas who aren’t as good of a fit for you, and that’s okay.

Step 3 - Find a persona tool or template

Ideally, you’ll use an app or system that creates personas (like Easy Agile Personas for Jira). That way, you can integrate your personas into your processes, you won’t have to fiddle around with formatting, and they’ll be easier to update.

Some people have persona templates in google docs or Confluence.

Try Easy Agile Personas

Step 4 - Make them human

Before you put pen to paper, it’s a good idea to source a photo that helps define who your user persona is. That’s because the more authentic your persona, the easier it will be to relate to them and have empathy with them. And the easier it will be to write about them and come up with their story. When choosing your photo, try to find something that doesn’t look like a stock photo.

Next, give your personas real names that fit their demographics. Try to avoid boring cliches, but if you need some namning inspiration, you can trawl through the lists here.

In the personas, include information that helps you understand them as a person. You don’t need to share their full life story, but adding little details about their personality and motivations can help bring them to life.

Step 5 - Write your personas

When writing your personas, it’s all about telling their story (the TL;DR version). Depending on how you plan to use your personas, you might include details like:

• How their day is structured
• How they got to where they are now (in life/career)
• What they’re currently thinking about
• What keeps them up at night

Key sections could include:

• Name
• Demographics (like gender, age, location, qualifications, occupation, income, marital status, and kids)
• Goals/needs
• Values
• Information sources (like books, podcasts, news sites, blogs, TV, radio, thought leaders, and social media channels)
• Technology (including devices, browsers, and software/apps)
• Pain points, fears, and objections
• Personality traits (you might refer to DISC, Enneagram, and even Love Languages)
• Skills and tools
• Quote (a sentence or two in their own words that captures their thoughts or position, ideally a survey answer or quote from interviewing one of your customers)

You don’t have to use all of the above sections. You’ll need to keep your personas succinct (1-2 pages), which means avoiding fluff and editing out details that aren’t relevant or useful.

Step 6 - Refine

Now that your personas are written, it’s time to involve the rest of your team and get feedback on the personas. Many of them will have different perspectives on who your personas are and what your audience’s key problems and pain points are. So, let them poke holes in the stories and add other important details you may have missed.

There’s also a side benefit to refining your profiles with the help of your team members. If they’re involved in creating the personas, they’ll be much more likely to use them at the end.

Step 7 - Make them pretty

Scrappy personas can work, but if you create a better user experience, your personas will probably get used more often.

You can jazz up your personas with icons, illustrations, and brand colors. Add graphs and charts to visually represent data (like where your persona sits on a personality trait scale). And use headings to break the persona up into sections and make it easier to scan. Dot points, bolding, italics, and highlights can also help key information to stand out.

Step 8 - Incorporate them into your processes

Your marketing, sales, and development teams can all do better work when they use personas. So make sure that your shiny new personas are incorporated into all relevant business processes and made accessible to the whole team. Upload them to the cloud, link them to your project management tool (like Jira), and ideally, your user stories and backlog to add context there.

Step 9 - Notice the difference

With personas, your teams are equipped with a much better understanding of your users and audience. The impact of this could be that:

You’ll become more user focused

Personas force your team to think about the user first, empathise with your customers, and see them as real people with real needs. For example, your team might want to work on a new feature that allows users to login using Facebook (everybody else is doing it!), but first they check to see how each persona would use this feature. Turns out, none of your personas are heavy Facebook users so it’s unlikely this feature would get used. Instead, your team decides to prioritize updates to the dashboard that could help two of your personas achieve a specific goal.

Your product will improve

If you’re focused on what your users want and need, your product will get better. Linking new features and work to what your personas need will help shape your product and make it more valuable over time.

You’ll see the value in your work

A task becomes more than just a thing on your to-do list when it’s linked to a persona. Your team aren’t just marketers, salespeople, and developers - they’re problem solvers.

Your marketing is more relatable

Personas help your marketing team know your customers better - their problems, goals, desires, and even how they talk. Your marketing team can use these insights to create marketing collateral that’s more relatable and engaging - that talks directly to your personas.

Your comms become more aligned with your releases

For example, your marketing team could filter all of the issues scheduled in an upcoming release by Persona. They might see that the majority of stories the development team will be working on directly relate to the Busy Mum persona. Having this information allows them to tailor their go-to-market communication to the Busy Mum persona, which can help warm up this audience, ready for the new release.

You’ll have your priorities sorted

You’ll be able to prioritize better and justify your actions by bringing it back to your personas. Instead of following your own agenda, your customers’ priorities become your priorities. You can sort tasks by which persona it will benefit and by how much (in Easy Agile Personas, we have an “Importance to Persona” custom field). For example, you might see that your team hasn’t worked on any of theStay At Home Dad persona’s stories for a while, so you shift gears to work on his top priority feature.

That’s why great personas should be your #1 resource when making key business, product, and marketing decisions so that you always look at things through the lens of your customers. Now you’ve got your personas, go forth and create!

User persona template

Building a buyer persona doesn’t have to be overwhelming. Most personas follow a similar structure, so starting with a template lets you focus on the details that make each customer unique. Use insights from your research to give each persona depth, helping you better understand and connect with your audience.

How to fill out each section

Title and Persona Name
The persona title captures who this buyer is—think industry, job role, or even an aspiration that differentiates them from others. Adding a specific name and photo brings the persona to life, making it easier to keep real people in mind when you reference their profile.

Short Bio
A brief bio tells their story. Include what drives them, the challenges they face, and any standout traits. This quick summary puts a face to the data, helping everyone relate to the persona as a real individual.

Personality Traits
Understanding your persona’s personality can be key to creating messages that resonate. Using popular frameworks like Myers-Briggs or DISC can help capture traits such as decision-making styles, communication preferences, and whether they prefer a big-picture view or detailed information.

Motivations and Goals
Describe what moves this persona forward. It could be their career ambitions, personal values, or specific needs related to your product. This section also highlights what makes them trust a brand or commit to a purchase, giving you clues about how to build connections.

Challenges
Highlight the issues this buyer faces, especially those that your product or service addresses. Consider including fears or frustrations that might keep them up at night. These insights reveal the ways your product could simplify their lives or solve a pressing problem.

Tools and Technology
Identifying the tools and tech your persona uses helps refine how you reach them. This could include the platforms they rely on or the skills they need for their work. It also hints at their preferred ways of communicating, making your outreach efforts more personalized.

Feel free to customize this template to capture additional details that enhance your understanding of each buyer type. Keep it brief—one page is ideal—to ensure it’s an accessible, go-to resource that keeps your team aligned and informed.

Try Easy Agile Personas

If you’re using Jira, we have a super simple way you can incorporate personas into your workflow 👇

Easy Agile Personas is our latest solution for teams that use Jira. Capture personas alongside your team’s Jira board and make it easier for your team to stay aligned on priorities and focus on the most important thing - your customers!

Try the 30-day free trial and see how easy it is to build personas into your team’s everyday tasks!

Easy Agile Personas

If you’re like most companies, you probably already have user personas that you use in your software development teams.

Or customer personas that you use in your marketing and sales teams. Personas are used for understanding the user, creating user stories, prioritizing issues, and creating targeted marketing collateral.

But most teams still aren’t using personas to their fullest extent. So, we’ve put together our top 10 tips to help you get maximum value from your personas 👇

1. Know how you’ll use them

Before you create your personas, it’s a good idea to get clear on why they’re so important and how you’re going to use them. Otherwise, some team members (not you, of course) might be tempted to skim through the process so they can get back to the real work.

User personas aren’t just a sales or marketing thing - everyone should know who the customer is so they can do a better job of serving them.

Your personas will give you key demographic and psychographic information, how users behave, and what their pain points/goals/objectives are. Plus other factors that influence how they use your product, whether they’re ready to buy (or not), and what will make them sign up (and stick around).

👀 Oh and if you’re part of a cross-functional, agile team, you’ll get even more value from your user personas. Your dev team can use them to identify what customers need and want (so they can prioritize and deliver these solutions). Plus, agile user personas create a face for your user stories so your team can more easily understand who your customers are and empathize with them.

It’s much easier to create something for Johnny Biggles who is a 38yo farmer in East Ireland than it is to create something for an undefined user with equally undefined needs.

Read more in our previous blog about why you need customer personas in agile software development.

2. User, not buyer focused

Your marketing team might’ve created customer personas in the past to talk about user roles (aka job titles) or market segments (aka buyer demographics)… but these aren’t necessarily the same tools as user personas.

And in fact, they probably shouldn’t be “owned” by your marketing team, but by your product owner - although it’s ideal if your whole team can collaborate on them.

Your personas are made-up profiles that describe current and future users of your product (who aren’t necessarily the buyers or decision makers).

Your user personas should have names (that feel like they fit the person), ages (not an age range), and locations (not a general area).

You should have a persona for each category of users that you’d want to uniquely experience the product. In other words, each of your user personas should have specific preferences, goals, and expectations.

3. Do your research

If you haven’t already, do some research on your audience and market using stakeholder interviews, surveys, industry reports, and analytics tools so you know who your users are.

Ask questions to determine demographics, geographics, psychographics, and behaviours. You should start to see patterns emerge which will help you create 3-5 personas that represent the majority of your users.

4. Use a template

Don’t be tempted to get all creative with your user personas.

In this previous blog, we share an example user persona template if you want some inspiration. ✨

5. Keep it relevant

Once you get started with writing your user personas, you might find yourself filling up pages and pages of information, especially if you discover lots of interesting things about your users. But try to rein yourself in a bit and keep your personas to 1 page or less so they’re quick and easy to read.

Focus on attributes that are relevant to understanding how your users interact with your product, and not necessarily every aspect of their daily lives.

That’s why you’ll rarely see things like “Betty likes to eat porridge for breakfast” and “John enjoys long sunset walks at the beach”. Although these could be relevant insights for your product - no judgement!

If in doubt, remember the purpose of your user personas: they should help you back up your decisions with a legitimate, specific need and scenario.

You should have just enough relevant information to be able to answer “what would [user persona name] do?”

6. Keep it real

Your user personas are made up, but they should still feel like real people. Here are some tips to keep them real:

• Cut out any stereotypes and jargon
• Don’t overdo the demography details
• Focus on details that are most relevant to using your product
• Don’t use images that look like stock images
• Base the info on what you know about real people
• Try to resist telling a story that fits the products and features YOU want to build and instead focus on real goals and challenges

7. Focus on your best customers

You can’t target everyone, so don’t try to. So, limit yourself to writing anywhere from 3-5 user personas. These personas should represent your best customers and key user groups.

They won’t include everyone and they shouldn’t. That’s because if you have too many user personas, your team will find it much harder to prioritize user stories and target their marketing efforts 🎯

Less is more (effective).

8. Incorporate them into your processes

Many organizations invest time in creating user personas only to have them collect virtual cobwebs in a Google Drive somewhere 🕸️But user personas work best when used regularly and incorporated into daily/weekly processes.

For example, your marketing team might pick a persona to focus their content efforts on for the week. Your sales team might glance at the objections listed on each of your key personas to help guide calls with potential customers.

Or your agile team might bring out the user personas to help with user story mapping so they can write more realistic user stories 👌

9. Give access to your whole team

User personas are useful for all your team members - from marketing and sales to design and development. So, make sure everyone knows they exist and where to find them.

If your team is partly remote/distributed, make sure your personas are accessible in the cloud. Or better yet...

10. Link them to your project management tool

If you’re using a project management tool like Jira, you should take a look at Easy Agile Personas for Jira. This tool allows you to capture your user persona details in the same place as your user stories, backlog, and tasks.

Which means your team enjoys:

• Better alignment on who the users are and what they need
• Extra context for each task
• The ability to prioritize the backlog and deliver on what’s most valuable to users
• A tailored view of the current issues and stories linked to each of your user personas
• All the info they need, all in one place

Bonus tip: let your user personas evolve

Just like Pokemon, your personas need to level up and evolve, too 🔥 That way, you’ll be better equipped for battle… or to deliver a well-loved product and marketing that hits the mark every time. Either way 🤷

But times change, technology changes, and so do your users. That means your user personas need to change, too. So, if you’ve already got some customer/user personas, take this chance to review them, update them, and make sure they’re being used effectively by your team. And if your team uses Jira, make sure you sign up for a free trial of Easy Agile Personas to add them to your Jira board.

Got questions about user personas or just wanna hang out with us? We’d love to hear from you over on Twitter or LinkedIn.