intermediate · 60–60 min
The Deep-Dive Customer Persona Workshop
Move beyond demographics to understand the real motivations and pains of your buyers.
About this session
Marketing and sales teams often rely on demographic data that fails to explain why a customer actually buys or walks away. This workshop moves the conversation toward the specific psychological triggers and daily frustrations that drive purchasing decisions. It results in a shared, documented profile that aligns your messaging with the customer's actual needs rather than superficial traits.
Why it works
The process forces participants to separate what they know about a customer's identity from what they know about the customer's intent. By filtering individual observations through a structured consensus model, the session eliminates conflicting internal assumptions and identifies the specific pains that are most likely to convert.
What you’ll walk away with
- Clear actionable outcomes from a 3-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 3 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Deep-Dive Customer Persona Workshop” — ready to run in minutes, for any workshop, meeting, or team session.