persona_BLPlease read the just published Personas: The Key Ingredient In Design For Conversion. It is the fourth in a series of six Recipes For Practical Customer Experience Design & Optimization posts.

In case you missed them, the first four posts are:

I. Pre-mortem because it is the antidote to Murphy’s Law 

First we’ll explore the most impactful step of the process, the pre-mortem. Some of our largest conversion wins over the last two decades ever were the result of our clients going through the pre-mortem exercise.  Murphy’s law states that everything that can go wrong usually will and a pre-mortem will help you spot previously invisible problems in your current customer experience as well as plan against future problems. But the pre-mortem step is not for the faint hearted as it may show you things about your precious baby that are not as attractive as you wanted to believe.  The only thing that makes a pre-mortem more powerful is by doing a pre-mortem on a persona by persona and then scenario/ campaign by scenario basis.

II. Reverse chronology because it explains conversions

Assuming you have a product or service worth buying then you and your customers have the same goal.  You want to sell and they want to buy. That’s why when you are planning a customer experience it is always best to start at the end point and work your way backwards to the beginning.  This step requires you to get very specific about how and why every decision and action needs to be taken in the buying journey.  It’s specificity also makes this step important to measuring and optimizing your customer experience when you finally implement it. Your Buyer Legend isn’t fiction so every detail must be accounted for, not only that but you must create persuasive momentum at every step.

III. Persuasive momentum because there’s no such thing as a sales funnel

Your customer isn’t truly in a funnel. There’s no gravity compelling them through your experience like there is in a real funnel. There is only the customer’s motivation and your understanding of that motivation to create persuasive momentum. Persuasive momentum is the progressive decision making process that aligns the customer’s goals with our own business goals. I’ll show you the three step test that will insure your customers’ experiences are always relevant, valuable and compelling.

IV. Personas because their motivations become your action plan

Personas are a common marketing tool, but their value is often misunderstood. Simply put, personas should inform you about exactly what you need to be doing. Personas can be elaborate constructs based on reams of research and data, or they can be constructed quickly with data and information at hand, but as long as they are directionally accurate reflections of a segment of your customer they can be powerful tools that will guide your Buyer Legends processes. I will be discussing how to construct ad-hoc personas as well as help you evaluate and if needed fix your current personas if you have them.

The next two will be published soon:

V. Write a Buyer Legend because the only story that matters is your customers’ story

This is the step when you actually pull out your pots, grab a spatula and fire up your burners.  I will tell you all the ingredients to include so you can have them at the ready. This is the step where all your previous work begins to pay off and when you’re done you will have an action plan that can be distributed, implemented, tested, and optimized.  A Buyer Legend is where the rubber meets the road.

VI. Measurement because if analysts cannot tell the stories and business people cannot measure the stories then the strategy isn’t truly aligned with customers’ needs.

Your Buyer Legend isn’t fiction, it’s not for fun or for entertainment, or even for creative fulfillment.  This is business, and anything important to a businesses success should be measurable and accountable.  Buyer Legends are both and I will give you a primer on measuring, optimizing, rinsing, and repeating.

We hope you enjoy the series and as always, we encourage you to try Buyer Legends for yourself, but if you need help, please let us know.

Please share if you think others would benefit.