Sound Familiar?
You've Got Personas In A Slide Deck That Nobody Actually Uses.
- Your marketing team built buyer personas two years ago, but they live in a Google Doc that nobody has opened since the offsite.
- Your emails go to the entire database because there's no reliable way to segment by who someone actually is.
- Sales reps qualify leads by gut feel because there's no persona property in HubSpot tying contacts to real segments.
- You can't report on which persona converts best because the data doesn't exist in your CRM.
That's exactly what a focused persona sprint fixes in two to three weeks.
The Sidekick Approach
How We Help
Video Coming Soon
A Persona Setup Sprint flips the typical approach on its head. Instead of building fictional characters from assumptions, we reverse-engineer who's already converting in your CRM. Your best customers tell the story of who you should be targeting, and we use that data to define personas that actually reflect reality.
The secret weapon is self-segmentation. We add a simple "How would you best describe yourself?" dropdown to your key forms, what we call the IMA hack. Contacts choose from options like "Business Owner," "Marketing Manager," or "Agency Partner." That single selection triggers persona assignment, follow-up questions, and workflow enrollment automatically. No guesswork, just declared data from real humans.
But the sprint doesn't stop at definitions. Every persona, both positive and negative, gets built as a HubSpot contact property and wired to forms, lists, workflows, and reporting dashboards. By the time we hand it off, your entire system knows who it's talking to and responds accordingly.
Self-Segmentation, Not Guesswork
Contacts tell you who they are through smart form fields. No assumptions, no fictional backstories, just declared data from real humans.
Positive And Negative Personas
We define who you want to attract AND who you don't. Negative personas keep your team from chasing deals that were never going to close.
HubSpot-Native From Day One
No slide decks or PDFs gathering dust. Personas go straight into HubSpot as contact properties with workflows, lists, and reporting built around them.
Reverse-Engineered From Your Data
We start by analyzing who's already converting in your CRM. Your best customers tell the story of who you should be targeting.
What's Included
What's Included
CRM Data Analysis
Review of your existing contacts, deals, and conversion patterns to identify who's already buying and why.
Persona Definitions Document
Positive and negative personas with key attributes: role, company size, goals, pain points, and disqualification criteria.
HubSpot Persona Property Setup
Custom contact property with all persona values configured, plus lifecycle mapping per persona.
Self-Segmentation Form Strategy
The IMA form field design: dropdown options, placement strategy, and progressive profiling plan for second-layer questions.
Persona-Based Smart Lists
Active lists for each persona that auto-populate as contacts self-identify or get classified by workflows.
Persona Assignment Workflows
Automated workflows that assign personas based on form submissions, behaviors, and existing CRM data.
Reporting Dashboard
Custom dashboard showing conversion rates, deal velocity, and engagement metrics broken down by persona.
Team Enablement Session
Live training for your sales and marketing humans on how to use personas in their daily HubSpot workflows.
Exact deliverables are scoped during your strategy call based on your goals, timeline, and current setup.
How It Works
From First Call To Results
Reverse Engineer
We dig into your CRM data, analyze your best customers, and identify the patterns that reveal who's actually converting and why.
Define And Validate
We build positive and negative personas from real data, then validate them with your sales and marketing team to make sure they ring true.
Build In HubSpot
Properties, forms, lists, workflows, and dashboards. Every persona gets wired into your portal so the system works automatically.
Enable Your Team
We train your humans on how personas connect to their daily work: email sends, lead qualification, reporting, and content decisions.
Is This Right For You?
Is Persona Setup Sprint Right For You?
This Is For You If...
- Your personas live in a document that nobody references when making marketing decisions.
- You can't segment your database by who someone is because the data isn't in HubSpot.
- Sales and marketing disagree on who the ideal customer actually is.
- You're sending the same emails to everyone because there's no reliable way to personalize by persona.
- You want to build smart automation and content strategy but don't have the persona foundation in place.
This Isn't For You If...
- You don't have HubSpot yet. You'll need the platform before we can wire personas into it.
- You need ongoing persona refinement and optimization. Our consulting retainer is a better fit for continuous evolution.
- You only sell to one type of buyer and genuinely don't need segmentation.
Common Questions
