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Discovery · Understand the problem
How to Use AI to Create a Customer Avatar
Turn your real customer notes into an honest one-page profile.
- Workbook
- 10 pages
- About 90 minutes to fill in
- Google Docs · Word · PDF
Making this yourself would take about 10 hours: working out the steps, writing the examples and setting it up in Google, Microsoft and PDF. It's done for you.
The voice in this video is George's, made with AI.
What it's for
You've talked with at least three people who have the problem. Your notes are all over the place. You want one clear picture to plan your next talks around. If you haven't talked to anyone yet, do that first.
Pairs well with
- Customer Conversation Notes (the notes you'll work from)
- Conversation Tracker (keep all your talks in one list)
- Is This a Real Problem? (decide what your notes add up to)
What you'll leave with
- A one-page customer profile where each line shows which notes it came from and how sure you can be.
- A short list of gaps to learn about next, with the questions you'll ask.
- A tested way to work with AI on your own notes, including checks that catch it making things up.
- A simple habit for updating the profile after every new talk.
Look inside
How to use it
Work through the steps in order. Each one has a worked example and space to write your own answer.
- The Difference Between a Persona and a ProfileSee why made-up details change nothing.
- Gather Every Real Note in One PlaceCollect everything, because the profile can only be as honest as the notes.
- Have AI Do the First SortLet a free AI tool group, compare and count your notes.
- Catch What AI Made UpCheck every line against your notes. Don't skip this.
- Tag Every Line by How Strong It IsMark whether several people, one person, or nobody yet backs it.
- Find What's MissingList the gaps and the questions you'll ask next.
- Tools That Help HereSee the free tools that help.
- Do It With AIThe whole method in one place, so you can run it again with new notes.
- Keep the Profile CurrentUpdate it after every new conversation.
- Your Customer ProfileFill in the one-page profile.
Tips
- Remove names and private details before you paste notes into any AI tool.
- AI is very good at writing things that sound true. Section 4 is where you protect yourself.
- The gaps are often more useful than the lines you've filled in.
Three formats, one purchase
- Google DocsMake a copy in your Google Drive and type straight into it.
- Microsoft WordDownload and fill it in on your computer.
- PDFPrint it and fill it in with a pen.
Discovery pack
Also in the Discovery pack
5 documents in all
Is This a Real Problem?
Use what real people told you to decide if the problem is worth your time.
About 7 hours to make yourself
How to Talk to Potential Customers
Have useful talks with people, without selling to them or pushing them toward the answer you want.
About 8 hours to make yourself
Customer Conversation Notes
Write down what people really said, and compare it across conversations.
About 7 hours to make yourself
Conversation Tracker
Keep track of who to talk to, when, and what you heard.
About 6 hours to make yourself
Ready to start?
Pay once, keep it, and download it as often as you like.