Breaking into new personas in 2025?
Here's how to leverage AI to build persona-based messaging.
⛔️ Mistake: Don't wing it with new personas. Don't set up your reps for failure.
✅ Step 1: Gather great data
Persona creation is garbage in / garbage out. Feed AI with solid info:
- Transcripts of sales calls
- Competitor content
- Key influencers to follow
- Transcripts of customer calls
✅ Step 2: Feed into AI
I like ChatGPT. But this can work with the others.
Leverage this prompt:
Take the attached [sales call transcripts, case studies, etc] and turn this into an Outbound Squad Messaging Matrix. The messaging should be written using the customer’s voice.
This messaging matrix should be formatted into a table with these four columns:
1) Priorities
Format this into a statement like this: [headline]. [outcome] + [avoid problem].
- Headline: What is top of mind for your prospect’s peers? Imagine you have a dozen of your prospects gathered in a room. All working at similar companies in the same role.
What is top of mind for that entire group right now?
What trends are they worried about or focused on?
What do they want your help with?
- Outcome: What outcomes do they want?
What are the specific outcomes, metrics, or KPIs they want to improve?
- Avoid problem:
What problem do they want to avoid?
What problem are they hoping to address or solve?
Here's an example:
Skill gaps & staffing. Find and attract the right talent to accomplish our IT business goals—while avoiding unnecessary costs and project delays.
2) Current solutions
Now think about how the prospect is getting the job done.
People: Are they hiring, reducing headcount, etc?
Process: Are they implementing a specific process?
Technology: Are they using technology? A competitor?
3) Problems
Problems are what get in the way of priorities. This is what your prospect hopes their current solution will help with.
This sounds like: “Manually processing payroll is labor intensive and frustrating for me.”
But get to the impact on the business.
This sounds like: “Our team is manually processing payroll across multiple systems. We need to hire extra employees just to handle the manual work, and we can’t hire as quickly as we need to. We won’t hit our hiring targets this year.”
Help me define the problem in the customer's voice.
4) Aspirations
This is your prospect’s desired future state. These should be similar to the outcomes your solution provides to your customers.
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This is for: [company name] who sells [solution] to [persona]. Example clients of theirs are [insert examples]
✅ Step 3: Validate findings with real buyers
NEVER rely on AI alone.
- Take this to similar personas at your org
- Take it to board members
- Hire industry-expert consultants
- Validate with customers
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Leverage this approach to quickly build persona-based messaging to help your outbound/selling efforts.
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