Persona-based selling template

What is a persona-based selling template?

A persona-based selling template is a structured guide for mapping how your buyers actually make decisions and building your sales approach around it. It goes beyond titles and segments to capture the values, pressures, and need drivers behind each buying decision. Then it turns that into call plans, coaching conversations, and team-wide habits.

This template helps you pick the personas that matter most, embed them in everyday selling and coaching, and prove the impact to leadership.

What's inside the template?

The template has seven sections that take you from defining personas to measuring their impact:

1. Build your persona long list
2. Prioritize your primary personas
3. Map each primary persona
4. Plan every call from the persona
5. Coach with the persona checklist
6. Align the operating model
7. Measure the impact

How to use the template

Start with your persona long list and revenue data, then map only the few personas that drive most of your opportunity. Give reps the call planning sequence and managers the coaching checklist.

Around the 90-day mark, use the failure points in section six to check whether the approach is sticking.

Download your persona-based selling template

Persona-based selling template

Persona-based selling template Sell to how your buyers decide, not the bucket they sit in, and make it stick in every call and coaching session Segmentation tells you who a buyer is: their title, their setting, their demographics. It doesn’t tell you how they decide. Persona-based selling fills…

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