Persona Definition
Position in workflow: v0.3 Feature Value Planning → v0.4 Persona Definition → v0.4 User Journey Mapping
Personas are not demographic profiles—they are behavioral models synthesized from evidence. Every persona must trace back to CFD- research, BR- targeting rules, and FEA- features they care about.
Consumes
This skill requires prior work from v0.1-v0.3:
- **CFD-\* problem statements and pain points** (from v0.1 Problem Framing) — Behavioral signals about what users struggle with
- **CFD-\* value hypotheses** (from v0.1 User Value Articulation) — Evidence about what users want to accomplish
- **CFD-\* competitive intelligence and segment gaps** (from v0.2 Competitive Landscape) — Market segmentation and underserved signals
- **BR-\* targeting rules** (from v0.3 Moat Definition) — Constraints on which segments to pursue (switchers vs. new-to-category, etc.)
- **BR-\* product type classification** (from v0.2 Product Type Classification) — Determines which personas matter (Clone = feature parity users; Undercut = price-sensitive niche)
- **FEA-\* entries** (from v0.3 Features Value Planning) — Feature list to validate which features each persona cares about
- MVP-SCOPE artifact (from v0.3 Features Value Planning) — The explicit list of features defining MVP; personas map to MVP feature set only
This skill assumes v0.1-v0.3 work is complete.
Produces
This skill creates/updates:
- **PER-\* entries** (persona definitions, confidence 2-3/5) — Behavioral profiles tied to CFD/BR/FEA evidence with acquisition channels and pricing sensitivity
- Persona coverage artifact — Map of which personas are Primary/Secondary and which product type segments they represent
All PER- entries should include:
confidence: 2-3/5 (based on evidence tier from CFD interviews and BR targeting decisions)
- Evidence source citations (CFD-ID references + BR-ID targeting rules)
- Forward target: "Would move to 4/5 if we validate persona behaviors with 5+ actual customers"
Example PER- entry with confidence:
PER-001: The Overwhelmed Ops Manager
Source IDs: CFD-003 (pain: manual tracking), CFD-012 (value: automation), BR-041 (targeting: switchers at renewal)
Type: Primary
Confidence: 3/5 (source: 4-customer-interviews-jan-2026 + competitive-landscape confirms segment underserved)
Segment: SMB SaaS companies (10-50 employees)
Demographics:
Role: Operations Manager / Head of Ops
Context: Growing startup, wearing multiple hats, no dedicated tools budget
Technical Level: Intermediate (comfortable with SaaS, not a developer)
Behavioral Profile:
Goals: Reduce time spent on manual reporting (CFD-012)
Frustrations: Current tools require too much setup (CFD-003)
Decision Factors: Ease of use > feature count, must show ROI to CEO (CFD-025)
Current Workflow: Spreadsheets + manual data entry + weekly report compilation
Product Relationship:
Primary Value: CFD-012 ("Save 5 hours/week on reporting")
Key Features: FEA-001 (auto-sync), FEA-003 (one-click reports), FEA-007 (dashboard) — all in MVP-SCOPE
Pricing Sensitivity: BR-030 (SMB tier ≤$50/mo)
Acquisition Channel: BR-041 (target at contract renewal of competing tools)
Marketing Hook: "Stop building reports. Start using them."
Next Target: "Would move to 4/5 if 5+ actual SMB ops managers validate this behavior in paid usage"
Core Constraint
Maximum 5 personas. Most products need 1-2.
If you have more than 3, you're likely over-segmenting by demographics instead of behavior. Consolidate ruthlessly.
Persona Types
| Type |
Definition |
When to Create |
| Primary |
Core user, drives most revenue |
Always (at least 1) |
| Secondary |
Important but not primary buyer |
If distinct needs exist |
| Negative |
Who we explicitly exclude |
If exclusion is strategic |
| Aspirational |
Future target, not current focus |
Only for roadmap planning |
Rule: Primary personas must link to primary revenue KPI-. If a persona doesn't influence revenue, question whether it's truly primary.
Evidence Requirements
Every persona field must link to prior stage evidence:
| Persona Field |
Must Link To |
Source Stage |
| Goals |
CFD- value hypothesis |
v0.1 User Value Articulation |
| Frustrations |
CFD- pain points |
v0.1 Problem Framing |
| Decision Factors |
CFD- competitive research |
v0.2 Competitive Landscape |
| Key Features |
FEA- entries |
v0.3 Feature Value Planning |
| Pricing Sensitivity |
BR- pricing rules |
v0.3 Pricing Model |
| Acquisition Channel |
BR- targeting rules |
v0.3 Moat Definition |
No link = No claim. If you can't cite evidence, the attribute is assumption, not fact.
Synthesis Process
- Pull USER TYPE from v0.1 Problem Framing (CFD-)
- These are your candidate personas
- Pull SEGMENTS from v0.2 Market Definition (CFD-, BR-)
- How is the market divided? Which segments are we targeting?
- Pull TARGETING RULES from v0.3 Moat Definition (BR-)
- New-to-category vs. Switchers? Trigger moments?
- Synthesize behavioral patterns from all CFD- evidence
- What goals unite this segment? - What frustrations are consistent?
- Map FEA- features to each persona
- Which features matter most to each? - This informs journey mapping
- Create PER- entries with full traceability
PER- Output Template
PER-XXX: [Persona Name]
Source IDs: [CFD-XXX, CFD-YYY, BR-ZZZ that inform this persona]
Type: [Primary | Secondary | Negative | Aspirational]
Segment: [From v0.2 market segment]
Demographics:
Role: [Job title / function]
Context: [Company size, industry, team structure]
Technical Level: [Novice | Intermediate | Expert]
Behavioral Profile:
Goals: [What they're trying to achieve — link to CFD- value]
Frustrations: [Current pain points — link to CFD- pain]
Decision Factors: [What influences their choices — link to CFD- research]
Current Workflow: [How they solve this today]
Product Relationship:
Primary Value: [CFD- value hypothesis they care about most]
Key Features: [FEA-XXX, FEA-YYY most relevant to them]
Pricing Sensitivity: [From BR- pricing rules]
Acquisition Channel: [How they'll find us — from BR- targeting]
Marketing Hook: [One-sentence pitch for this persona]
Example PER- entry:
PER-001: The Overwhelmed Ops Manager
Source IDs: CFD-003 (pain: manual tracking), CFD-012 (value: automation), BR-041 (target: switchers at renewal)
Type: Primary
Segment: SMB SaaS companies (10-50 employees)
Demographics:
Role: Operations Manager / Head of Ops
Context: Growing startup, wearing multiple hats, no dedicated tools budget
Technical Level: Intermediate (comfortable with SaaS, not a developer)
Behavioral Profile:
Goals: Reduce time spent on manual reporting (CFD-012)
Frustrations: Current tools require too much setup (CFD-003)
Decision Factors: Ease of use > feature count, must show ROI to CEO (CFD-025)
Current Workflow: Spreadsheets + manual data entry + weekly report compilation
Product Relationship:
Primary Value: CFD-012 ("Save 5 hours/week on reporting")
Key Features: FEA-001 (auto-sync), FEA-003 (one-click reports), FEA-007 (dashboard)
Pricing Sensitivity: BR-030 (SMB tier ≤$50/mo)
Acquisition Channel: BR-041 (target at contract renewal of competing tools)
Marketing Hook: "Stop building reports. Start using them."
Anti-Patterns to Avoid
| Anti-Pattern |
Signal |
Fix |
| Persona explosion |
>5 personas |
Consolidate by behavior, not demographics |
| Fictional personas |
No CFD- links |
Every attribute needs evidence |
| Demographic-only |
"25-35 year old male" |
Focus on behaviors and goals |
| All personas are primary |
"Everyone is important" |
Rank by revenue potential |
| Copy-paste from competitors |
Generic descriptions |
Ground in YOUR research |
| Features without personas |
Personas created but no FEA- links |
Map features to who cares |
Quality Gates
Before proceeding to User Journey Mapping:
Downstream Connections
PER- entries feed into:
| Consumer |
What It Uses |
Example |
| v0.4 User Journey Mapping |
Each UJ- references a PER- |
UJ-001 is for PER-001 |
| v0.4 Screen Flow Definition |
Persona context shapes UI |
SCR-001 optimized for PER-001 tech level |
| v0.9 GTM |
Marketing messaging per persona |
Campaign targeting PER-002 segment |
| Sales Enablement |
Persona-specific pitches |
Discovery questions per PER- |
Detailed References
- Persona creation examples: See
references/examples.md
- PER- entry template: See
assets/per.md