Marketing Automation Implementation Guide - Tips, Tricks, Worksheets

Marketing automation success requires more than just software. It takes strategy, creative, and the right team. Whether you are new to marketing automation or have a platform in place, here are sample questions and a worksheet for organizations that have marketing bottlenecks.

Tips to Create Quality Personas to Increase Marketing ROI

Persona Questionnaire

Created through research of your target audience, personas include a mix of customers, prospects, and those outside of your database that might align with your target audience. It’s important to collect qualitative and quantitative data to get a picture of your ideal customer, what they value, and how your product/service fits into their daily lives.

To create your personas, start by asking your target audience the following questions:

  1. What is your gender, age range, skills, title/role in the company, and background information?
  2. Can you make purchase decisions?
  3. What is your company/firmographic information?
  4. What are your most important daily responsibilities? Daily office routine?
  5. What obstacles make your life more difficult at work?
  6. What would make your life easier?
  7. What do you read daily and where do you get information that helps you do a better job?

Persona Guide and Sample

For help creating your personas and to view an example, download our Persona Guide.

Aligning customer marketing and Marketing Automation strategies can be challenging and time consuming. The right Marketing Automation platform and experienced external resource will streamline and simplify the process, ensuring that your Marketing Automation strategy is on-point, on-budget, implemented properly and optimized for success. Check back for Parts 3 through 5.

To learn how to best use Marketing Automation to increase ROI, check out this article.

As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a no-obligation call or email Lori Berson at lberson@BersonDeanStevens.com.


BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.

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