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How to Customize Personas and Offerings in AnyBiz: A Step-by-Step Guide

Customizing personas and offerings is a crucial step in effectively targeting your desired audience and optimizing your outreach efforts. In this guide, we'll walk you through the process of creating personas and tailoring your offerings in AnyBiz, including the essential steps to ensure you're targeting the right individuals or businesses. Let’s begin by setting the foundation for your targeting strategy: defining your target audience and IPC (Ideal Prospect Criteria).

 

Step 1: Understand Your Target Audience and IPC

 

Before you start customizing personas and offerings, it's vital to have a clear understanding of your target audience and IPC. This step helps define who you want to reach, their behaviors, pain points, and needs. Understanding your ideal customer profile (ICP) and ideal prospect criteria (IPC) will ensure your outreach is efficient and relevant.

What Is IPC?

  • IPC (Ideal Prospect Criteria) refers to the specific traits and behaviors of the individuals or companies that are most likely to benefit from your product or service. These may include company size, industry, job roles, location, and specific challenges your product can solve.

 

Step 2: Create a Persona

 

In AnyBiz, creating a persona is the first step in targeting the right audience. Personas help define your ideal customers, enabling you to tailor your messaging and offerings.

To create a persona, follow these steps:

  1. Go to Configurations
    In the AnyBiz dashboard, click on Configurations.

  2. Select Personas
    From the dropdown, choose Personas. This will take you to the persona customization section.

  3. Click on "Find the Perfect Persona"
    Here, you can either create a persona from scratch or choose from various methods to build a more precise persona.

 

Option 1: Create a Lookalike Persona from LinkedIn Profiles

 

If you have specific individuals in mind who represent your ideal target audience, you can create a lookalike persona by using LinkedIn profiles as a reference.

  • How to do it:

    • Select Create a Lookalike from LinkedIn Profiles.
    • Choose the LinkedIn profiles that closely match your target audience (for example, people who are in similar roles, industries, or companies).
    • This method is useful when you already know who your ideal customers are on LinkedIn and want to replicate that audience.

 

Option 2: Create a Lookalike Persona from Business Website

 

Another method for creating personas is by selecting business websites that align with your target audience.

  • How to do it:

    • Click on Create a Lookalike from Business Websites.
    • Select websites from businesses you think are part of your ideal audience. This could be competitors, partners, or any companies that align with your ICP.
    • This will allow you to build a persona based on real-world businesses that reflect your target demographic.

 

Option 3: Use "Suggest Me If You Don’t Have a Specific Idea"

 

If you’re unsure about the exact target audience, you can use the “Suggest Me” feature.

  • How to do it:
    • Click on Suggest Me and let AnyBiz recommend personas based on your business goals and preferences.
    • The system will suggest personas based on certain parameters, like location, industry, company size, etc.
  • Detailed Setup: This section will include a video explaining how to customize your target criteria, from selecting industry to geographic region, ensuring that you reach the right audience.

 

Step 3: Recommendations for Customizing Personas

 

Once you start creating personas, here are some recommendations to ensure your efforts are effective:

  1. Define Your Target Audience Clearly
    Focus on specific factors like industry, company size, job roles, and geographical location. Make sure your personas match these characteristics.

  2. Use the Suggestions and Tools Provided
    Utilize the different tools and suggestions in AnyBiz to create personas based on the best-fit profiles for your business.

  3. Avoid Duplicate Prospects
    Make sure that your personas do not overlap too much. Each persona should be unique and focus on a specific set of prospects to avoid confusion and repetition in messaging.

  4. Create 2,000-10,000 Prospects per Persona
    Ideally, your persona should contain between 2,000 to 10,000 prospects. This is the optimal range to ensure a manageable yet comprehensive target group.

  5. Limit Overlap Between Personas and Offerings
    When connecting personas to your offerings, avoid duplicating personas across multiple offerings. If a persona is used across multiple offerings, the same prospect might receive multiple similar messages, which could come across as spam.

 

Step 4: Create an Offering

 

After defining your personas, the next step is to create an offering that aligns with the needs and pain points of your target audience.

  1. Click on Offerings
    In the dashboard, go to Offerings and select Create New Offering.

  2. Describe Your Offering
    Provide a clear and concise description of the product or service you're offering. Try to keep it simple and understandable.

    • What problem does the product/service solve?
    • What makes it different from the competition?

    These are key points that will help prospects understand the value of your offering.

 

Step 5: Link Personas to Offerings

 

Once your offering is ready, the next step is to connect your personas to it.

  1. Connect One Offering to One or Multiple Personas
    You can link a single offering to multiple personas, but avoid linking a persona to too many offerings at once. This could lead to repetitive messages being sent to the same prospects.

  2. Review the Audience and Messaging
    Before launching your offering, review the target audience to ensure that your messages are not being duplicated or over-sent.

  3. Monitor and Adjust
    Once your offering is live, monitor the results. Adjust your messaging and targeting as needed based on performance metrics and feedback.

 

Conclusion

 

Customizing personas and offerings in AnyBiz allows you to target the right audience with the right message at the right time. By understanding your IPC, carefully creating personas, and aligning them with tailored offerings, you can significantly enhance your marketing and sales efforts. Remember to avoid duplicating personas and to keep your messaging relevant to ensure a smooth customer journey.

If you have any questions or need further assistance, check out the technical videos for more in-depth guidance on persona creation and offering setup. Happy targeting!

 

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