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Beginner
Research
Marketing
Product
Strategy

Research a Customer Persona from Scratch

Build a research-backed customer persona in 90 minutes, using real community data, not guesswork, to sharpen your product positioning and copy.

Download workflow config (JSON)

How the data moves

This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.

  1. Step 1

    Mine Reddit and Forums for Voice-of-Customer

    Use Perplexity to search relevant subreddits, forums, and review sites for your product category. Ask it to extract the most common complaints, desires, and phrases real customers use.

    Tools

    • Perplexity logo
      Perplexity
      • Web research
      • Source synthesis
  2. Step 2

    Analyze Reviews at Scale

    Feed 20–30 Amazon, G2, or Capterra reviews for your product category into Claude. Ask it to identify patterns in why people buy, what they love, and what frustrates them.

    Tools

    • Claude logo
      Claude
      • Long form writing
      • Code generation
      • Web research
  3. Step 3

    Synthesize Into a Persona

    Ask Claude to synthesize all findings into a persona document: name, job title, daily workflow, goals, pain points, and the exact language they use to describe their problem.

    Tools

    • Claude logo
      Claude
      • Long form writing
      • Code generation
      • Web research
  4. Step 4

    Write the Messaging Framework

    Use the persona to write 5 value propositions and 3 headline options using ChatGPT. Run them by the persona's actual language to ensure they resonate.

    Tools

    • ChatGPT logo
      ChatGPT
      • Long form writing
      • Code generation
      • Web research
  5. Step 5

    Validate with Research

    Use Consensus or Elicit to find any research studies that validate or challenge your persona assumptions. Add key findings to the persona document.

    Tools

    • Consensus logo
      Consensus
      • Web research
      • Source synthesis
    • Elicit logo
      Elicit
      • Web research
      • Source synthesis

Time Required

1–1.5 hrs

Expected Result

A detailed persona document with demographics, goals, pain points, buying triggers, objections, and direct quotes from real customers.

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