1. 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

2. 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?
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Bullet 3
Other Titles:
Title 1
Title 2
Title 3
What are my personal goals?
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Bullet 3
What is my typical work week?
Who are my influencers?
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Bullet 2
How do I learn?
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Bullet 3
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Bullet 2

3. 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
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4. 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)

5. 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)

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