# Customer Persona Template, Free to Fill In Source: https://nerix.ai/templates/customer-persona Describe a typical customer: goals, frustrations, how they decide and the message that reaches them. Before you send it Build a persona from real conversations, surveys and sales data, not guesses. Do not base it on stereotypes about age, gender, origin or religion. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/customer-persona) ### Customer persona: Practical Priya **Company:** Northgate Supplies Ltd **Role or situation:** Operations manager at a 50 person logistics firm ## Background Eight years in logistics. Manages a team of six. Reports to the managing director and is judged on delivery times and cost. ## Goals Cut late deliveries Spend less time on paperwork Show clear results to the board ## Frustrations Tools that do not talk to each other Slow support Surprises on the bill ## How they decide Researches online, asks peers, wants a trial. The MD signs off above 5,000. ## Where to reach them LinkedIn, industry newsletters, trade shows, search for 'delivery tracking software' ## What they need to hear You will see every delivery in one place and save two hours a week. ## Objections and answers | Objection | Answer | | Too much work to switch | We import your data and train your team for free | ## Evidence 12 customer interviews and a survey of 180 trial users in 2026 Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A customer persona template: who the person is, goals, frustrations, how they buy, where to reach them and what they need to hear. Fill in online, then export. 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](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 11 details. The document fills itself in as you type. - ### 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 from optional Name your evidence. For example: 12 customer interviews and a survey of 180 trial users in 2026 - ### Objections and answers optional One row for each objection. For example: Too much work to switch | We import your data and train your team for free Sales and marketing ## What is inside The parts of this document, in order. - 1 Background - 2 Goals - 3 Frustrations - 4 How they decide - 5 Where to reach them - 6 What they need to hear - 7 Objections and answers - 8 Evidence Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=customer-persona) ### Was this template helpful? Sales and marketing ## Questions people ask ### 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. Templates ## More in Sales and marketing - [Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. Sales and marketing](https://nerix.ai/templates/brand-guidelines-summary) - [Campaign performance report Report how a marketing campaign did against its goals, what it cost and what to do next. Sales and marketing](https://nerix.ai/templates/campaign-performance-report) - [Competitor analysis Compare your main competitors on offer, price, customers and strengths, then decide where you can win. 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Sales and marketing](https://nerix.ai/templates/customer-churn-review) [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Sales and marketing](https://nerix.ai/templates/sales-marketing)