Chief Digital Officer (CDO) How do you get through to me? What are my business goals? What do I do? What are my key metrics? What are my challenges? Resistance to change (internal and external) Replacing old technology and processes Budget Hiring and skill development Lack of automation Vision and communication Transactional speed New customers Customer retention and satisfaction Reduction of manual process / automation Getting to market faster Cutting costs Revenue growth Agility and speed to market Great customer experience New technology adoption Share technology trends Tell me what competitors are doing Personal or industry referrals Social media Fortune, CIO content/events, Execrank Peer groups and associations Drive digital and cultural transformation. Centralize data for the company and reduce maintenance costs. Utilize technology to improve the customer experience and drive revenue. Other Titles: Chief Information Officer Chief Technology Officer Chief Marketing Officer What are my personal goals? Drive digital and cultural transformation. Centralize data for the company and reduce maintenance costs. Utilize technology to improve the customer experience and drive revenue. What is my typical work week? Who are my influencers? Reviewing vendors and technology Internal evangelism and training Budget planning Process improvement planning Hiring and talent development Self education/keeping up with technology How do I learn? Teams Industry experts Other CDO’s / peers CPA firms Seminars and conferences Social and digital media Opt in content

Title What are my key metrics? What are my challenges? Bullet 1 How do you get through to me? What are my business goals? What do I do? What are my key metrics? What are my challenges? Bullet 1 Bullet 2 Bullet 3 Other Titles: Title 1 Title 2 Title 3 What are my personal goals? Bullet 1 Bullet 2 Bullet 3 What is my typical work week? Who are my influencers? Bullet 1 Bullet 2 How do I learn? Bullet 1 Bullet 2 Bullet 3 Bullet 1 Bullet 2

CUSTOMER/BUYER PERSONAS Enter your sub headline here Title How he finds us Pain points What he wants to know What he Doesn’t want Why he buys from us? JOHN, 37 Who is he? . He is an innovator and isn’t afraid to take risks. Service Teams Sample text goes here, replace with your own text. Sample text goes here, replace with your own text. Sample text goes here, replace with your own text. Sample text goes here.

CUSTOMER/BUYER PERSONAS Elements of a Buyer Persona Sources: Abound their Role / Position: Background: Quotes About your persona: Name Role/ Position Industry Market Segment your Relevant Product/ Service How would this person describe: Problems or challenges related to your solution? Common objections to buying? What are your persona's: Job responsibilities? Challenges? Key performance indicators (i.e. how are they evaluated)? Career objectives? Trusted brands and influencers? Information resources (i.e. blog, social) Briefly describe your persona's: Demographics (i.e. gender, age, income, education, location) Values and goals Identifiers (i.e. personality, traits, strengths, interests)

CUSTOMER/BUYER PERSONAS Elements of a Buyer Persona Sources: Abound their Role / Position: Background: Quotes About your persona: Name Role/ Position Industry Market Segment your Relevant Product/ Service How would this person describe: Problems or challenges related to your solution? Common objections to buying? What are your persona's: Job responsibilities? Challenges? Key performance indicators (i.e. how are they evaluated)? Career objectives? Trusted brands and influencers? Information resources (i.e. blog, social) Briefly describe your persona's: Demographics (i.e. gender, age, income, education, location) Values and goals Identifiers (i.e. personality, traits, strengths, interests)

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CUSTOMER/BUYER PERSONAS Enter your sub headline here Background: Sample text goes here. Sample text goes here, replace with your own text. Sample text goes here, replace it with your own text. Sample text goes here. Challenges:: Sample text goes here. Sample text goes here, replace with your own text. Sample text goes here, replace it with your own text. Sample text goes here. Jane DOE Common Objections: Sample text goes here. Sample text goes here, replace with your own text. Sample text goes here, replace it with your own text. Sample text goes here. Demographics: Male Age 34 Annual HH income : $xx,xx,xx Sample text goes here, replace it with your own text. Hobbies & Interests: Sample text goes here. Sample text goes here, replace with your own text. Sample text goes here, replace it with your own text. Sample text goes here. Biggest Fears: Sample text goes here. Sample text goes here, replace with your own text. Sample text goes here, replace it with your own text. Sample text goes here. Goals: Sample text goes here. Sample text goes here, replace with your own text. Sample text goes here, replace it with your own text. Sample text goes here.