Capture as many quotes as possible, and remember to use the personas’ words.

Untitled Database

Guidelines

Pain Points & Problems

Quotes from potential clients and their specific problems

Questions

Try to find out details about the persona’s approach. When going deeper in a conversation, try to understand the following:

What is the ideal outcome?

How likely is the goal going to happen?

How long will it take?

How much effort is expected of them?

Your Answers

Capture how you have been able to give advice that seemed to resonate.

Other Quotes

Capture anything else that stood out to you.

Contacts

People we can reach out to for more details or to present an offer

Personas