Customer persona questionnaire template
The jobs, goals, frustrations and influences behind a buyer persona, in a form existing customers can fill in.
7 questions · about 5 minutes to complete · free on every plan
Free account required. The template is copied into your workspace; edit anything before publishing.
- When to use it
- When documenting or refreshing buyer personas.
- Who it is for
- Existing customers across segments.
How to use this template
- Collect at least 300 responses before clustering.
- Ask needs and attitudes, not just demographics; segments built on demographics rarely behave differently.
- Share what you learned and one change you made. People answer the next survey when the last one visibly mattered.
Questions in the customer persona questionnaire template
1. Which best describes your role?
single choice · Individual contributor, Team lead or manager, Director or head of department, Executive or owner, Student or intern, Other
2. How many people work at your organisation?
single choice · Just me, 2–10, 11–50, 51–200, 201–1,000, More than 1,000
3. What were you trying to achieve when you first looked for a product like ours?
open text
4. What was the hardest part of the problem before you found us?
open text
5. Where do you go to learn about new tools or products?
multi choice · Colleagues, Industry newsletters, LinkedIn, Podcasts, Conferences, Search, Review sites, Other
6. Who else is involved when you choose a product like ours?
single choice · Just me, My manager, A committee, Procurement or IT, The whole team
7. What would make you switch to a competitor?
open text
What the results look like
IllustrativeSynthetic sample of 120 responses generated for this preview, not real survey data. Your results page shows the same charts for your own responses.
1.Which best describes your role?
120 answered| Answer | Count | Percent |
|---|---|---|
| Individual contributor | 27 | 23% |
| Team lead or manager | 24 | 20% |
| Director or head of department | 13 | 11% |
| Executive or owner | 22 | 18% |
| Student or intern | 23 | 19% |
| Other | 11 | 9% |
2.How many people work at your organisation?
120 answered| Answer | Count | Percent |
|---|---|---|
| Just me | 15 | 13% |
| 2–10 | 26 | 22% |
| 11–50 | 22 | 18% |
| 51–200 | 35 | 29% |
| 201–1,000 | 12 | 10% |
| More than 1,000 | 10 | 8% |
3.Where do you go to learn about new tools or products?
112 answered| Answer | Count | Percent |
|---|---|---|
| Colleagues | 85 | 76% |
| Industry newsletters | 50 | 45% |
| 35 | 31% | |
| Podcasts | 70 | 63% |
| Conferences | 20 | 18% |
| Search | 25 | 22% |
| Review sites | 22 | 20% |
| Other | 24 | 21% |
4.Who else is involved when you choose a product like ours?
120 answered| Answer | Count | Percent |
|---|---|---|
| Just me | 25 | 21% |
| My manager | 16 | 13% |
| A committee | 42 | 35% |
| Procurement or IT | 21 | 18% |
| The whole team | 16 | 13% |
How to read these questions
- single choice: Read the share choosing each option, then cross-tab by a segment question to see who differs.
- multi choice: Percentages add up to more than 100% because people can pick several. Compare options by share of respondents, not share of picks.
Frequently asked questions
How many responses do I need for segmentation?
At least 300, ideally 500 or more, so each segment you find has enough people to describe with confidence.
How long does the customer persona questionnaire survey take to complete?
About 5 minutes: 7 questions, most of them single-tap. Every question can be edited, removed or reordered in the builder before you publish.
Is this template free to use?
Yes. Every template is included on the Free plan. Sign up, click Use this template, and it is copied into your workspace where you can edit it, add your logo and share it by link, email or embed.
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