Customer persona

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Company name

  For example: Northgate Supplies Ltd

• Persona name

  A short label that is not a real person.

  For example: Practical Priya

• Job or situation

  For example: Operations manager at a 50 person logistics firm

• Background

  For example: Eight years in logistics. Manages a team of six. Reports to the managing director and is judged on delivery times and cost.

• Goals

  One per line.

  For example: Cut late deliveries Spend less time on paperwork Show clear results to the board

• Frustrations

  One per line.

  For example: Tools that do not talk to each other Slow support Surprises on the bill

• How they decide

  Who is involved, what they compare, what blocks a purchase.

  For example: Researches online, asks peers, wants a trial. The MD signs off above 5,000.

• Where to reach them

  For example: LinkedIn, industry newsletters, trade shows, search for 'delivery tracking software'

• What they need to hear

  The promise and proof that matter to this person.

  For example: You will see every delivery in one place and save two hours a week.

• Where this persona comes fromoptional

  Name your evidence.

  For example: 12 customer interviews and a survey of 180 trial users in 2026

• Objections and answersoptional

  One row for each objection.

  For example: Too much work to switch | We import your data and train your team for free

1. 1Background
2. 2Goals
3. 3Frustrations
4. 4How they decide
5. 5Where to reach them
6. 6What they need to hear
7. 7Objections and answers
8. 8Evidence

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 11 details, starting with Company name, Persona name, Job or situation, Background, Goals. 2 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Build a persona from real conversations, surveys and sales data, not guesses. Do not base it on stereotypes about age, gender, origin or religion.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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