Digital Marketing, Email Marketing, PPC, SEO, Social Media Marketing

Customer avatar: Free Customer Avatar Template

Customer avatar

Customer Avatar

Sometimes, business owners and marketers concentrate so much on the product or service they’re promoting that they fail to consider WHO it is they are selling to.

Your product or service could be the greatest thing since sliced bread. If you’re promoting it to an irrelevant audience, though, the sales numbers you’re striving for will never be hit.

As such, having an understanding of buyer personas (a.k.a. customer avatars) is vital.

Before anything can be sold effectively, you must understand the following:

  • Who your target market is.
  • Where they spend the most time online.
  • What challenges they face.

After a customer avatar is completed, you will have a clear picture of your target market, where to find them, and how to connect with them. Best of all, you’ll drastically reduce any guesswork involved.

customer profile

Most businesses have more than one customer avatar, and their target market might be segmented. The terms “target audience” or “buyer persona” may be terms you have heard before. Both of these terms have the same meaning, but in this article, rather than using those two terms, we will be using “customer avatar” instead.

In addition to your company having more than one customer avatar, each service or product sold by your business will have numerous customer avatars, too. Different products or services appeal to various customer avatars.

Needless to say, these are the people you should be targeting as part of your marketing endeavors. However, every customer avatar comes with their own set of goals, objections, and motivations that could discourage them from conducting business with you. As such, you cannot use the same messaging approach for everyone.

This is where a customer avatar worksheet comes into play. This sheet, which is a single page, will allow you to develop ads that appeal to specific customers. You’ll be able to put together a personalized campaign that speaks to your audience directly, stimulating conversions in the process.

Is There a Specific Amount of Customer Avatars I Should Create?

This article will help you create a customer avatar worksheet. In this exercise, select your ideal customer segment or type – either for your product/service or your company.

Be mindful, though, that if numerous types of people purchase your offering, your customer avatars should be narrowed down to the ones you intend to reach. More than three will prove challenging to maintain, and can result in a lack of focus, inhibiting your marketing endeavors.

Try to create between one and three different avatars for the company, as well as between one and three per product/service you sell.


The Importance of Customer Avatars

Many different disciplines are involved in digital marketing.

Some of them include analytics, copywriting, social media, product creation, paid traffic, email marketing, and content marketing, among others.

Each one of these disciplines come with their own special skill sets you must master.

Understanding ways to identify customer avatars are skills applicable to all marketing disciplines.

For instance:

  • Email Marketing:

    having an understanding of your avatar can optimize email conversion rates, as well as segment-specific campaigns of your email marketing endeavors.

  • Copywriting:

    having an understanding of your avatar can help you articulate your offering in a manner that addresses the problems experienced by your avatar, encouraging them to make a purchase from you.

  • Product Creation:

    having an understanding of your avatar can help with the creation of a product/service that accommodates a customer’s needs.

  • Paid Traffic:

    having an understanding of your avatar can help you determine the ad platforms you should be purchasing traffic from, as well as which targeting options to use.

  • Content Marketing:

    having an understanding of your avatar can help you determine what lead magnets, podcasts, videos, and blog posts you should be creating in order to keep attracting customers and leads.

Any aspect of the sales and marketing process that connects with a customer (which, funny enough, is just about everything) will get better once you have established customer avatar particulars.

Once you understand certain characteristics of those who will be purchasing your services or products, it will become much easier to seek them out, as well as present a message capable of stimulating them into taking action.

It doesn’t matter if you’re creating content, building landing pages and funnels, or developing ads – nor does it matter whether you have a team handling these tasks are doing them on your own – a customer avatar allows you to be creative and consistent with your message throughout each campaign.

What Should Be Included in Your Customer Avatar?

Your customer avatar worksheet should be filled out with qualities your target market has. It should focus on those you intend to sell a product or service to. The way a customer avatar is built will essentially serve as a type of self-fulfilling business prophecy.

Here is why:

When customer avatars are created, you are essentially hand-picking who you prefer to do business with.

As such, the description you write down should pertain to those you actually want to do business with, not just your existing customers.

SUGGESTION: think about one of your existing and loyal customers. They probably do business with you because you can provide them with things others can’t. The customer avatar you build should revolve around this type of individual.

When customer avatars are created, five key components should be kept in mind:

1. Values and Goals:

Write down all the things a customer avatar desires, as well as the things they don’t yet have. Is there something specific they’re attempting to accomplish? These goals should be specified.

The things you write down should pertain to whatever your offering is. Don’t let unrelated goals distract you.

Many people’s values limit their decisions in spite of their desires. As such, when you are thinking about what their goals may be, attempt to think from their perspective. What values do they have? How are their desires affected by their values? How are their goals affected by such values?

Write down the values that a customer avatar may revolve their decisions around.


2. Information Sources:

Determine their source of information. What blogs or books do they read? What events do they attend? Are there any thought leaders that they listen to? These aspects can apply to the people your ads target, so don’t rush through this process.

Here are a few different ways you can gather a customer avatar’s information sources:

  • Interact with those who fall under this avatar group:

    An effective approach for completing this section involves engaging with those who fall under this avatar profile. Determine what their information resources are and move forward from there.
    Communities and forums are a worthwhile place to begin.

  • Use personal experience:

    For the most part, you serve as an embodiment of a customer avatar based on past or present experiences. Complete the profile based on those personal experiences.

  • Use search engines:

    another approach to obtaining this kind of information involves conducting Google searches. The following queries can help get you going:

      • “Best books for [customer avatar]”
      • “Best conferences for [customer avatar]”
      • “Best groups for [customer avatar]”
      • “Top blogs for [customer avatar]”


    This template can be used to identify information sources that match certain customer avatars (while excluding others):

      1. Nobody except my avatar reads [magazine or book].
      2. Nobody except my avatar visits [forum or blog name].
      3. Nobody except my avatar would attend [event or conference].

3. Information About Demographics:

This section will include particulars about your avatar, such as their job title, income, marital status, gender, age, etc.

4. Pain Points and Challenges

List some unpleasant or negative aspects this avatar wants to pull away from. What pain points and challenges do they experience regularly?

Don’t forget – the only things you should be listing are items relevant to the product or service you specialize in.

Roles and Objections

Are there potential objections this avatar may have that could stop them from buying whatever it is your offering?

You must be mindful of any hot buttons your avatar has. That way, you’ll be ready to handle any objections they have.

From here, you will need to identify the role of your avatar when it comes to buying decisions.

business role
  • Champion:

    these individuals are either supportive of an advocate or are an end-user, both of which will stimulate decision-makers towards approving a purchase.

  • Advocate:

    these individuals will be lobbying for your service/product in order to convince a decision-maker to approve a purchase.

  • Decision-makers:

    these individuals have the last say when it comes to where money is spent or what it spent on.

In several instances, you will need to engage with existing customers and survey them. Doing so can help you determine who your avatar is, as well as what they require.

In other situations, you’ll be already familiar with your target audiences’ characteristics.

Whatever the case is, move forward.

Refrain from waiting for interviews or surveys to be completed before your initial draft of a customer avatar is created.

When you lack feedback or data, you’ll need to make some assumptions. Follow-up with obtaining this research as soon as an opportunity presents itself.

Meanwhile, you will benefit from a prebuilt avatar, though you may have to verify some assumptions made.

Where you go from here?

Begin by creating a single customer avatar, then progress from there. Your company will unquestionably have more than a single buyer. Therefore, you should be building avatars based on the characteristics of each one.

Once this becomes second nature to you, you can begin churning out several avatars that represent various audience segments.

Back to list

Related Posts

Leave a Reply