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Radical New Vision
Personas Make Marketing and Service Delivery Easier
Marketing

Personas Make Marketing and Service Delivery Easier

Jody Padar, The Radical CPA's avatar
Jody Padar, The Radical CPA
Nov 12, 2024
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Radical New Vision
Radical New Vision
Personas Make Marketing and Service Delivery Easier
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Personas. You’ve probably heard this term tossed around in marketing circles, but they are just as important for your firm as it is for any other business. Why? Because personas help you get laser-focused on serving the right clients. And let’s be honest, not all clients are created equal.

Some clients are a dream to work with. They value your expertise, pay on time and make your life easier. Others? Not so much. They suck up time, drain energy and leave you wondering why you agreed to work with them in the first place. The key to avoiding these headaches? Personas. They are a simple tool that can help you identify your ideal clients and serve them better.

Let’s explore why you need personas, how to create them and how to use them to grow your firm.

Why You Need Personas

What’s the big deal about personas anyway? Why should you bother? Because not every client is right for your firm. When you try to be all things to all people, you end up stretched too thin, delivering mediocre service and feeling burned out. But when you focus on working with clients who are a perfect fit, everything changes. Your team is happier, your clients are happier and your firm runs more smoothly.

That’s where personas come in.

A persona is essentially a detailed profile of your ideal client. It’s a fictional character that represents the type of client who is most likely to benefit from your services — and who you’ll enjoy working with. By creating personas, you can get clear on who you want to target and tailor your offerings to meet their specific needs.

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