how to create user personas

How to Create User Personas for Successful Software Products

You will fail if you try to create software that will suit everything for all people. It’s obvious with a savvy business. The unobvious thing is identifying the niche(S) you need to serve. After launching the popular CRM platform, HubSpot decided to focus on two targets to make user personas for each. One audience had small business owners that cared less about the marketing analytics. They only wanted to outsource marketing efforts. They had the name Ollie Owner. The other user audience-targeted marketing professionals in midsize companies. Their interest was in analytics and had complex marketing campaigns. The group has the name Mary Marketer.

It was hard to serve the two different groups with one product. When they simplified the small business owners’ interface, the other group got affected. Including marketing campaigns and analytics automation, small business owners lost interest.

It forced HubSpot to concentrate on marketing professionals. Currently, the company value is $27 billion.

 Is the HubSpot story universal?

Not. HubSpot saw it nice to concentrate on one user persona, but you can concentrate on many personas. The importance of the HubSpot story is that it allowed user strategy to develop based on feedback and research. The data helped capture a market that was in dire need of their software.

User personas

They are the company’s semi-fractional profiles of ideal clients based on psychographic and demographic research. They include names like Alex Admin or Dana Developer that are easy to remember. User personas use alteration.

Once the marketing departments use them exclusively, they determine the audience. Software design and development teams use user buyers (user personas). You need to understand your product’s clients before you develop any wireframe.

You can decide to use a single user persona like HubSpot did or use multiple ones. The important thing is that the user persona shouldn’t conflict with others.

User personas change with time. When you learn more about clients, you become more informed to develop new releases.

Importance of user personas

They are vital for creating empathy around the ideal users. HubSpot calling them Ollie and Mary made them appear like real humans. They permitted HubSpot to see the world from the user’s perspective. It was easy to understand that Ollie’s and Mary’s drive and needs proved to be exclusive.

Developing user personas

Note that your budget will determine your user persona development. After adobe launches any product, they invest in focus groups, market research, and customer interviews. It’s a UX approach to product design and user personas.

Bootstrapped startups don’t have the luxury. They should develop personas with available data and revise them later. They should start by understanding whom they target when building minimum viable products. Moreover, they can later redefine the user personas after surveying and interviewing actual clients.

How to create user personas new startups with small budgets  

Having an idea of any software product is a general idea of whom you need to target. For an instance, if you create an online dating platform. Importantly, you will be targeting all single people. Since competition is stiff in dating apps, you will need to narrow down to focus on special areas to succeed.

Use the following steps to create the user persona

User Personas for Software Products

Market research

You need to understand the market research and validate your ideas. You will create accurate user personas. Is your target niche large enough to pursue? Will they buy your product? If they won’t, then don’t build it.

Whether you are a beginner or a billion-dollar organization, you need the following:

  • Market analysis (general market research)
  • Quantitative
  • Qualitative research.

General market research

You research the competition, assess the market size, and explore potential clients. The first step is to perform a google search for potential competitors. You will get standalone sites with strong domain authority. You will also get affiliate marketers selling the same product.

Use tools like SEM Rush’s Marketer Explorer to get the appearance of the current traffic, market, and competition.

Note the following in your research:

  • The commonly used keywords
  • Who leads growth and traffic?
  • The hardness to compete in the market
  • Any other important information

Qualitative research

Big organizations with huge marketing budgets can conduct focus groups. Startups can reach out to members of online communities to have the interviews.

The data here isn’t solid scientific data. On the other side, you get a chance to ask the target audience about their frustrations, drive, and needs. Talking about their experiences won’t yield qualitative information. Ask how they try to solve the problems that your product aims to address. Use the data to make survey questions for the quantitative research stage.

Quantitative research

Large companies can outsource surveys and get scientific data with few errors. You have to work on available tools for startups to get the data. If you haven’t launched your product, use a survey on members of online communities. If working on a launched product with clients, use tools like Hotjar. Gather user demographic data (like age, location, income, gender, education) and psychographic data (like interests, frustrations, drives, and choices).

Exploring data patterns

Now that you have huge data take time to check the patterns. Don’t look at demographic data alone because psychographics is hard to spot. Psychographic data matters more than demographic data. It’s because it’s a more valuable measure of your target clients.

Develop user personas

Be creative and build profiles for every category of users you want to target. You need to be clear and keen about using imagination and keeping the profile in reality. Give every persona an age, name, story, and background but don’t go into details. Every persona should have:

  • Name
  • Photo
  • Psychographic profile
  • Demographic profile
  • Drives
  • Goals
  • Needs
  • General bio
  • Frustrations

Widely share the user personas

User personas aren’t for developers, marketers, or designers. The entire company has to understand them. The aim is to make everyone understand to account client’s support.

Develop the user personas after launching

After launching in any form, including MVP, collect information from actual users. It’s good data since it’s no longer theoretical. You will get real data via interviewing and surveying actual users.

How to build user personas well established companies with good budgets 

Established organizations take a different approach. They make user persona and design products based on the personas. You need a good marketing budget to handle product creation. You also need to use the thinking design approach.

User research

Organizations with good marketing budgets carry out market research based on user personas. They get data from the combination of the following:

  • Focus groups
  • Interviews
  • Surveys to give both qualitative and quantitative data.

Trained professionals provide scientifically valid research. They give a good understanding of the psychographic and demographic trends. Qualitative data enables organizations to get a general understanding of potential user needs. It’s the foundation of survey questions that give qualitative data.

Pinpoint pattens in behaviors that span the user base

Identifying trends in the data is something that professional market researchers can do. It involves getting drives and behaviors matched with separate market segments. The prominent trends make the foundation of the user personas.

Create personas

Each persona should have the following:

  • Name
  • Photo
  • Age
  • Background
  • Backstory
  • Psychographic profile
  • Demographic profile
  • Goals
  • Needs
  • General bio
  • Frustrations

Identify instances where user personas interact with the product

Describe how the persona will interact with the product through the customer journey. Write a scenario from the user’s perspective. Description of how they interact with your product and brand.

Explore and share findings

The essence of sharing is getting feedback from separate teams, important stakeholders, and team members. Don’t neglect scenarios that give you a more comprehensive understanding of your user persona‘s interaction with the products.


No software is complete, and no user persona stays static. As it graduates to better serve user personas, you can learn more about your clients through gathered feedback. You will be able to create more superior and unique personas.

For more information contact software development company and get experts advice. 

Written by:

Muzammil K

Muzammil K is the Marketing Manager at Aalpha Information Systems, where he leads marketing efforts to drive business growth. With a passion for marketing strategy and a commitment to results, he's dedicated to helping the company succeed in the ever-changing digital landscape.

Muzammil K is the Marketing Manager at Aalpha Information Systems, where he leads marketing efforts to drive business growth. With a passion for marketing strategy and a commitment to results, he's dedicated to helping the company succeed in the ever-changing digital landscape.