Perfect Prospect Persona work is most powerful when you come in prepared. Here’s how to set yourself up for success.
1. Bring Your Data
Even if it’s messy or incomplete, sales data, customer interviews, CRM notes. bring it all. Every clue helps us build a truer picture.
Tip: Include feedback from both high-value customers and churned ones. What delights and what drives away matters equally.
2. Get Team Alignment Early
A Perfect Prospect Persona no one uses is just decoration. Involve marketing, sales, product, and leadership in the process so adoption sticks.
Tip: Appoint a Perfect Prospect Persona “champion” internally to own persona use and updates.
3. Define What Success Looks Like
Do you want better lead quality? More efficient ad spend? Sales scripts that convert faster?
Tip: Set 2–3 tangible KPIs before we start. I’ll help you track them.
