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9 min read

7 Common Mistakes When Creating Your B2C Buyer Persona

9 min read

7 Common Mistakes When Creating Your B2C Buyer Persona

A B2C buyer persona is a semi-fictional representation of the consumer a company wants to serve, built from interviews and data on real customers, that describes their goals, frustrations and buying habits. The most common mistakes in creating one are assuming instead of listening, excluding sales, idealizing the customer, talking about the product, getting the number wrong, forgetting the negative buyer and not updating it.

Picture a Monday morning. The marketing director of a clothing store chain presents the quarter's campaign results to the committee. The target audience, defined months ago, is a woman between 25 and 35, with a middle income and active on social media. The investment was considerable, the message was carefully crafted and the creative work earned internal praise. Sales, however, did not move. The commercial manager interrupts with an uncomfortable observation: the people who actually buy in the stores are largely forty-year-old women buying clothes for their children and for work, along with men buying for their partners. Nobody in the room had spoken with them. The profile that guided the campaign was an elegant hypothesis that was never tested against reality.

That scene repeats itself in consumer goods companies, retail banking, insurance, tourism and eCommerce, and it almost always has the same origin. The process of creating buyer personas seems simple, but it demands rigorous thinking about the pains and frustrations that keep the customer awake at night. When that work is done in a hurry, the organization ends up making product, price, channel and message decisions based on preconceptions that are not always as accurate as believed.

Why a wrong buyer persona costs more than having none

Creating an image of the ideal customer is easy. Creating an accurate image of your buyer persona is considerably harder, and the difficulty grows when the goal is to build at least three profiles for a year's campaigns. There will always be a risk of making mistakes. The best way to prevent them is to know them in advance, which is why this article walks through the seven most frequent ones seen in consumer segmentation projects.

The cost of being wrong is not just a barely useful report. A flawed buyer persona directs the media budget toward an audience that does not buy, pushes the product team to solve problems nobody has and leads the sales team to distrust marketing's work. In turn, a well-built buyer persona organizes internal conversations: it makes it possible to decide which channel to prioritize, which promise to communicate and which objection to prepare for. For an executive committee, the difference is the one between investing with a compass and investing on a hunch.

Nielsen Norman Group, a leading authority on user experience research, describes personas as fictional representations of groups of users with similar attitudes, goals and behaviors, and recommends that they be grounded in research and not in intuition. That idea, simple in appearance, is the backbone of everything that follows.

Mistake 1: assuming instead of listening

The first mistake occurs before the first profile is drawn. It is not conducting prior interviews with customers. Those who skip this step usually assume their ideas about the customer are correct, and that assumption contaminates the work from the beginning, because the document ends up full of data that is not real but a projection of the team itself.

Interviews do not need to be many or expensive. It is enough to talk with a small, varied group of recent buyers, with open questions about what led them to look for a solution, what alternatives they considered, what almost kept them from buying and what they would have liked to know beforehand. In those answers the customer's real language appears, which almost never matches the vocabulary of the marketing department. An insurer that interviews ten customers who bought home insurance discovers, for example, that the decision was triggered not by price but by fear after a burglary in the neighborhood, a nuance that no demographic survey would have captured.

Mistake 2: leaving the sales team out of the conversation

The second mistake is not talking to the sales team. When marketing and sales work in close collaboration, the organization gains access to information that must not be left out, because a good part of the most valuable data originates in meetings, calls and chats with potential customers. That team receives questions every day, hears doubts and knows the reasons, often different from one another, why a person decides not to buy.

In a store, a retail bank or a travel agency, the salesperson is the market researcher closest to the consumer and also the least consulted. A buyer persona that does not incorporate their observations is left half done. When alignment between the two areas is a pending issue, it is worth reviewing how joint work is built, as explained in seven steps to align marketing and sales. A quarterly session in which sales shares which objections it heard, which type of customer closed fastest and which one was lost without explanation usually provides more information than a large market report.

Mistake 3: profiling the ideal customer without looking at existing customers

The third mistake is among the most common and among those that go unnoticed. It consists of imagining what the perfect customer would be like without taking into account that flesh-and-blood customers exist, who do not always meet the company's expectations, and without observing their real buying habits. A profile born in a meeting room tends to resemble what the company would like to sell more than who actually buys.

The classic example illustrates this well. Imagine a clothing distributor whose buyer persona is people in management positions. It is unlikely that those in such roles have enough time to stay in shape, so the distributor cannot offer only garments in very slim sizes. Its focus should be stocking sizes more in line with those people. It is an obvious conclusion once you look at the real customer, and invisible while you work with the dream customer. The same logic applies to a bank that designs a card for high-income young professionals and discovers that those who use it most are families who concentrate household spending, or to a real estate developer that targets first-time home buyers when most reservations are made by small investors.

The way out is to start with the data the company already has. Purchase history, frequency, average ticket, channels used and returns describe existing customers with a precision that no intuition matches. Only after looking at them is it worth asking whom else you want to attract.

Mistake 4: centering the buyer persona on the product instead of the pain

The fourth mistake is building the profile around the product or service. Customers normally do not look for the antidote if they do not know well the illness they suffer from, and in many cases they even confuse their own pains. Those who describe their buyer persona from the answer they offer, and not from what troubles them, show that they still have not managed to empathize with their needs.

The correction consists of going back to thinking about what bothers the customer and how the company can help them feel better. This avoids forcing services into personas who do not need them. A gym chain that talks about its machines and classes is not like another that recognizes the real concern of its members, which is to resume a habit without feeling judged. Complementary tools exist to formalize that view. NN/G's research on personas and jobs to be done notes that the second approach concentrates on the outcome the user wants to achieve when hiring a product, and that both can be combined, so that each profile captures the jobs it is trying to get done. At ICX, the Jobs to be Done toolkit and the empathy map help take that step.

Mistake 5: creating too many buyer personas, or too few

The right number depends on the nature of the business and the niches it targets, and three factors should be considered before deciding. The first is multiple verticals: if the company provides different services or its products vary widely from one another, it should consider having one buyer persona per vertical. The second is that it targets several market niches, in which case it may be preferable to focus the message on the most relevant niche within the organization. The third is to concentrate on the best customers: observe who gives life to the business, determine whether they share characteristics and group them, to then categorize them as buyer personas.

The opposite temptation is also real. If that exercise yields ten possible profiles, creating all of them seems like a way to broaden reach, but in practice it dilutes the message and makes operations unmanageable. The recommendation from ICX's experience is to prioritize three profiles that are very different from one another, which allow customers to be filtered better and the differences to be seen clearly. It is better to have three personas the organization uses than ten that get filed away. NN/G warns, in its analysis of why personas fail, that one of the main reasons is that they are created and not used, so the size of the set must be compatible with the company's real capacity to apply it.

Mistake 6: leaving out the negative buyer persona

The sixth mistake is ignoring negative buyer personas. Although they may not appeal as a target audience, and even though they have characteristics that are undesirable for the organization, some of them can hold decisive positions as final customers or influence the decision. A negative buyer is not necessarily a bad customer. It can be the one who asks for permanent discounts, who consumes a lot of service time without buying or who has constant objections to the product.

The most advisable approach is to design very precise strategies for this type of profile. If the company has made the effort to empathize with its main buyer personas, it should pay even more attention to this one, because understanding what objections it raises to the service or product reveals the objections that other buyers also have, even if they do not voice them. For a retailer, the customer who compares prices on a phone inside the store is not an intruder. It is a direct source of information about how the value of the offer is perceived against the competition.

Mistake 7: never updating buyer personas

The seventh mistake is treating the buyer persona as a static document, defined at a certain moment and filed afterward. Just as the company grows and transforms its ideas, people evolve, and their habits, priorities and channels change. Therefore, the profile must be updated along with them, as explained in the article on how to refresh your buyer persona.

An annual review works well as a minimum, and it should be brought forward when events alter consumer behavior, such as a price change, the entry of a competitor, the launch of a new line or a sharp variation in the conversion rate. Not creating the profile can be a serious mistake, but it is almost as harmful as creating it badly and never looking at it again. The strategy will always depend on how close the company manages to stay to its buyer persona, and that closeness is maintained with continuous work.

What this means for senior leadership

For the chief executive and the committee, the buyer persona is not a marketing deliverable but an investment decision. Every dollar allocated to media, product or channels rests on a hypothesis about who buys and why. Requiring that this hypothesis be supported by interviews, sales data and existing customers reduces investment risk and makes it easier to attract the right people. When the chief commercial officer and the head of marketing share the same profile, conversion improves because the message that attracts is the same one that later sells.

For whoever is responsible for retention, loyalty and service, the negative buyer persona and periodic updating are management tools. They make it possible to anticipate why a customer cools off, which promise weakened and where attention should be reinforced. And for the person responsible for efficiency, three well-used profiles cost less than ten abandoned ones, because they reduce scattered campaigns, redundant content and meetings to reinterpret what each area understands by customer.

How to start on Monday morning

A good starting point is to audit the existing work. Gather the current profiles and ask each area of the company who used them in the last quarter and for what decision. If the answer is nobody, you already have your first finding. Then schedule between eight and ten interviews with recent customers and ask sales to contribute the three most repeated objections of the month. Compare what you hear with the purchase history in your database and honestly discard the assumptions that do not withstand that comparison.

Next, reduce the set to three clearly differentiated profiles, include a negative one and assign someone to maintain them. Set a review date, so the work does not end up as one more document in a folder. If you want a structure to document them, you can rely on the ICX Persona Playbook toolkit, which organizes what has been learned in a format that teams can consult and apply. NN/G also recommends involving those who will use the personas from the start, because profiles created in silos are rarely adopted, and this is worth keeping in mind when inviting sales and service to the working sessions.

How ICX helps

ICX Consulting, a commercial strategy and customer experience firm headquartered in Miami, supports companies in the United States and Latin America in turning customer knowledge into growth decisions. The buyer persona work combines interviews, analysis of sales data and the voice of the customer, and connects with the customer journey map and with market segmentation and positioning so that each profile translates into concrete campaigns, offers and commercial processes.

If your company sells to end consumers, it may also be useful to review how the concept applies in the retail sector in buyer persona in the retail industry. Do you want to know whether your current profiles reflect the people who actually buy? Request a diagnostic with an ICX consultant.

Buyer persona template for documenting the customer profile

CONSTRUYA SU BUYER PERSONA

Frequently asked questions

How many buyer personas does a B2C company need?

It depends on its verticals, its niches and the concentration of its best customers. As a practical rule, three well-differentiated profiles are usually enough to start. More profiles than the team can apply are rarely used consistently, and the organization loses focus in its message and in budget allocation.

What is the difference between a buyer persona and a demographic segment?

The segment describes who the customer is by age, income or location. The buyer persona adds why they buy, what holds them back and how they decide. According to NN/G, many supposed personas are really market segments that go no further than the demographic, and that is why they end up discarded by teams.

What is a negative buyer persona?

It is the profile of the person toward whom acquisition efforts should not be directed, or whose objections are so strong that they shape other people's decisions. Studying it helps avoid unprofitable leads and uncover the doubts that other buyers also have without voicing them.

How often should a buyer persona be updated?

At least once a year, and sooner if prices change, a relevant competitor appears or conversion rates shift. The profile must evolve with the customer, and the responsible team should have a defined review date to keep the document from becoming obsolete.

A good buyer persona is not measured by how elaborate its profile sheet is but by the decisions it improves. If the profiles in your company are still filed away, ICX would be glad to help you turn them into a tool that guides your commercial investment.

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