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UX Research/persona-create

Persona Create

You need reusable persona artifacts from research for docs, steering, and presentations – with optional visual outputs.

Use this when you have research inputs (interview notes, support tickets, survey data, analytics, conversation transcripts, or even team assumptions) and need to produce structured persona artifacts that the team can reference in product documentation, use for steering decisions, and include in presentations.

This skill replaces /persona-draft. The key difference: it produces saved files — not just conversation text — so personas become reusable project artifacts rather than one-off outputs.

Brand reference

For branded visual outputs, see brand tokens.

Process

Step 1: Gather inputs

Ask the user:

  1. What research data do you have? (Interview transcripts, survey results, support tickets, analytics, informal observations, existing proto-personas, conversation notes, or files to analyze.)
  2. Who is this persona representing? (A specific user segment, role, or behavior pattern — e.g., "power users," "new PMs," "client stakeholders.")
  3. What product or feature area is this persona for?
  4. Are there existing personas to differentiate from? (If yes, what makes this persona distinct?)
  5. What format do you need? Options:
    • Full persona document — detailed artifact for product docs and steering (default)
    • Persona card — one-page summary for slide decks and team walls
    • Both — full document plus a condensed card section at the end
  6. Where should the file be saved? (Default: personas/ directory in the project root. Can also be a specific path.)
  7. Do you want visual output beyond the markdown file? Options:
    • Markdown only (default) — the saved .md file is the final artifact
    • PDF slide deck — branded PDF via Marp
    • Presentation (Google Slides) — generated via Gamma, exported as PPTX
    • Miro board — document posted to a Miro board
    • FigJam — visual map in FigJam (diagram formats only)
    • Multiple — any combination of the above

If the user provides files (PDFs, transcripts, documents), read and analyze them as research inputs.

Step 2: Analyze the research

Review all provided data and extract:

  • Behavioral patterns — What do these users actually do? How do they work?
  • Goals — What are they trying to accomplish? What does success look like?
  • Frustrations — What blocks them, slows them down, or makes them anxious?
  • Triggers — What causes them to seek a solution or take action?
  • Decision factors — What influences their choices? Who else is involved?
  • Context — Where do they work? What tools do they use? What constraints apply?
  • AI interaction preferences — How does this persona expect to interact with AI-powered features? Consider: trust level (skeptical, cautious, eager, dependent), control preference (wants to steer vs. wants to be guided), transparency need (wants to know when AI is involved vs. doesn't care), correction willingness (will report errors vs. will silently stop using it), and AI literacy (sophisticated user vs. first encounter). These preferences shape how AI features should behave differently for this persona. See /ai-persona-design for designing AI system personas that respond to these preferences.
  • Direct quotes — Verbatim quotes that capture their voice (2-4 strong quotes).

Look for patterns that cluster users into distinct types. If the data reveals multiple personas, note this and offer to create each one.

When the domain involves service roles (agents, representatives, coordinators), consider the dual-persona pattern: the end customer persona AND the service provider persona. The Allstate engagement showed that agent personas (retention-focused, relationship-driven) have fundamentally different goals and frustrations than customer personas, even though they interact with the same product.

Step 3: Write scenarios

For each persona, draft 2-3 concrete scenarios. Scenarios are what make personas actionable — they describe real situations where the persona interacts with the product.

Each scenario includes:

  • Trigger — what event starts the interaction
  • Goal — what the persona is trying to accomplish
  • Environment — where and when (at desk, on mobile, in a meeting)
  • Actions — what they do, step by step
  • Resolution — how it ends (success or frustration)

Step 4: Generate the persona artifact

Use the persona template to produce the full persona. Fill in every section. If data is insufficient for a section, mark it as "(Needs more research)" rather than guessing.

Include the presentation-ready persona card at the end of the document (the condensed version suitable for slide decks).

Step 5: Save the artifact

Save the persona as a markdown file:

  • Default path: personas/(persona-name).md (e.g., personas/maria-ops-manager.md)
  • File naming: lowercase, hyphenated version of the persona name and role
  • If the personas/ directory doesn't exist, create it.

If creating multiple personas, save each as a separate file and create a personas/README.md index that lists all personas with one-line descriptions.

Step 6: Generate visual outputs

If the user requested visual output in Step 1, generate it now. The markdown artifact from Step 5 is always the source of truth — visual outputs are produced from it.

Follow the visual output addon for detailed instructions on each path. Persona-specific guidance below:

PDF slide deck (Path A)

Use the persona slides template as the structure guide. This produces a 6-slide branded deck:

  1. Title slide — persona name, role, key quote
  2. Bio & Goals — two-column: bio/goals left, frustrations/context right
  3. Behaviors & Triggers — two-column: behaviors left, triggers/decision factors right
  4. Key Scenarios — three-column cards, one per scenario
  5. Success & Evidence — success narrative + evidence/confidence table
  6. Persona Card — the condensed reference card (closing slide)

Save the Marp markdown to ./output/decks/(persona-name)-persona.md and generate PDF + HTML per the addon instructions.

Presentation via Gamma (Path B)

Prepare the persona content as a slide-by-slide outline following the same 6-slide structure above. Use textMode: "preserve" since the content is already structured. Set numCards: 6 and exportAs: "pptx".

Miro board (Path C)

Post the full persona markdown to the user's Miro board. The markdown format transfers well to Miro docs — headings, bullets, bold, and quotes all render correctly.

FigJam visual map (Path D)

For personas, FigJam works best as a persona journey map — a flowchart showing the persona's triggers, key scenarios, and decision points as a connected flow. Generate a Mermaid.js flowchart with:

  • Trigger nodes (rounded) leading to scenario nodes
  • Decision factor nodes branching from scenarios
  • Resolution nodes at the end of each path

This complements the full persona document rather than replacing it.

Step 7: Review and validate

Present a summary of the persona and ask:

  • Does this feel like a real person you've encountered in your research?
  • Are the goals and frustrations accurate to what you've heard?
  • Are the scenarios realistic — do they match how this person actually works?
  • Is anything missing or overstated?
  • Would the team find this useful when writing stories and making design decisions?

Revise based on feedback. A persona is only useful if the team trusts it.

Related skills

  • /artium-deck — create standalone branded slide decks (used by the PDF output path)
  • /artium-prototype — create branded HTML prototypes with persona-informed UI
  • /research-synthesize — synthesize raw research into themes before creating personas
  • /jtbd-analysis — connect persona goals to jobs-to-be-done
  • /story-write — use personas when writing user stories ("As Maria...")
  • Visual output addon — shared module for generating branded visual artifacts from any skill

Output locations

FormatLocationNotes
Markdownpersonas/(persona-name).mdAlways produced. Source of truth.
PDF./output/decks/(persona-name)-persona.pdfVia Marp. Also generates .html preview.
Gamma/PPTXGamma URL (download for Google Slides)Via Gamma MCP. User edits in Gamma or Slides.
Miro docUser's specified Miro boardVia Miro MCP. User provides board URL.
FigJam diagramFigJam (auto-created)Persona journey map. Mermaid.js flowchart.

Example Output

Input

  • Research data: 14 user interview transcripts from mid-market B2B sales reps at companies like Gong, Salesloft, and Outreach; 3 months of Zendesk support tickets (n=312); NPS survey comments from detractors scoring 0–6 (n=87); Google Analytics showing 68% of sessions originate on mobile
  • Persona representing: Field sales reps who use the product during active deals — traveling frequently, working outside CRM, needing fast answers without logging in
  • Product/feature area: Dealflow AI — an AI-powered deal intelligence platform that surfaces risk signals, next-best-action recommendations, and stakeholder maps
  • Existing personas to differentiate from: "Taylor the RevOps Admin" (power user, desktop-first, data configurator) — this persona is the frontline consumer of Taylor's configs, not the builder
  • Format needed: Both (full document + persona card)
  • Save location: personas/ in project root
  • Visual output: PDF slide deck via Marp

Output (abbreviated)

Saving to: personas/marcus-field-ae.md Deck output: ./output/decks/marcus-field-ae-persona.md → PDF + HTML


Marcus — Field Account Executive

Dealflow AI · Mid-Market Sales Persona · v1.0 Created: 2025-01-14 | Research base: 14 interviews, 312 support tickets, 87 NPS comments


Quick Reference

AttributeValue
RoleAccount Executive, Mid-Market
Company size200–1,500 employees
Deal size$40K–$250K ARR
Primary deviceiPhone (confirmed: 68% mobile sessions)
AI trust levelCautious — wants to verify before acting
Control preferenceWants to steer; resists fully automated recommendations

"I don't have time to dig through the platform between calls. If it can't tell me the one thing I need to know in 30 seconds, I'm going back to my notes."

"The risk score turned yellow on my biggest deal and I had no idea why. I can't walk into a QBR not knowing why."


Bio

Marcus is a 6-year sales veteran managing 18–22 active opportunities at any given time. He's rarely at a desk — he drives between on-site meetings, takes calls from airport terminals, and squeezes in pipeline reviews from hotel lobbies. He's not hostile to AI, but he's been burned by tools that gave him confident-sounding wrong answers before a customer call. He uses Dealflow AI because his manager requires it, but he's starting to see value when it actually surfaces something he missed.

Tools in his stack: Salesforce (reluctant), Gong (loves replays), LinkedIn Sales Navigator, Google Maps, iPhone Notes


Goals

  • Walk into every customer interaction knowing exactly where the deal stands and what's changed since last contact
  • Identify at-risk deals before his manager flags them in forecast review
  • Get out of CRM data entry and back to selling
  • Hit 112% of quota for the third consecutive year

Frustrations

  • Risk signals surface without explanation — he can't act on a score, he needs a reason
  • Platform loads slowly on mobile; key deal views require too many taps to reach
  • AI-recommended next actions feel generic ("send a follow-up email") and don't reflect his actual conversations
  • Support tickets show his #1 complaint: "Notifications don't tell me what changed" (mentioned in 94/312 tickets)

AI Interaction Preferences

DimensionMarcus's Profile
Trust levelCautious — will act on AI output only after spot-checking against his own memory
Control preferenceWants to override any recommendation with one tap
Transparency needHigh — must see why a signal fired, not just that it fired
Correction willingnessLow — will silently stop using a feature before filing a bug report
AI literacyModerate — understands it's probabilistic, uses that to manage up

Key Scenarios

Scenario 1: The Parking Lot Prep

Trigger: Marcus pulls into a customer's parking lot 8 minutes before an EBR he hasn't had time to prep for. Goal: Get a 60-second brief on what's changed in the account and any open risks. Environment: iPhone, poor cell signal, 8 minutes. Actions: Opens Dealflow AI mobile, navigates to deal, taps "What's changed." AI surfaces: champion went dark for 11 days, procurement contact is new since last visit. Resolution: ✅ Marcus walks in knowing to re-establish the procurement relationship. He mentally notes the champion silence but decides to probe rather than act. Leaves feeling the tool earned its keep today.

Scenario 2: The Friday Forecast Scramble

Trigger: VP of Sales pings Marcus at 4:45 PM: "Your Q3 commit looks light — explain the Renwick deal." Goal: Pull together a coherent deal narrative in under 5 minutes without digging through Gong recordings. Environment: Laptop, Slack open, mild panic. Actions: Opens deal in Dealflow AI, looks for stakeholder map and timeline. Risk score is amber. Clicks through — no explanation text loads. Switches to Gong to manually pull the last three call summaries. Resolution: ❌ Frustration. Marcus composes the Slack response from memory and Gong. Files a mental note that Dealflow AI "wasn't there when I needed it." (This maps directly to 31 Zendesk tickets tagged risk-score-no-context.)

Scenario 3: Competitive Displacement Signal

Trigger: Dealflow AI sends a push notification: "Competitor mentioned in Renwick account." Goal: Understand what was said, who said it, and whether it's serious. Environment: Airport, iPhone, 20 minutes before boarding. Actions: Taps notification → lands on deal overview, not the specific signal. Taps around, can't find the source. Sends a Slack message to his SE asking if they heard anything on the last call. Resolution: ❌ Partial failure. The signal was real (from a Gong transcript Dealflow ingested), but the notification didn't deep-link to evidence. Marcus resolves it through human channels, not the platform.


Success Signals

Marcus is succeeding with Dealflow AI when:

  • He references a platform-surfaced insight unprompted in a customer conversation
  • He reviews deal health before his manager brings it up in forecast calls
  • He opens the app proactively, not just when a notification fires

Leading indicator to watch: Mobile session depth (number of taps past the deal summary screen). Currently averaging 1.8 — target is 3.5+.


Evidence & Confidence

InsightSourceConfidence
Mobile-first behaviorAnalytics (68% sessions)High
Needs explanations for risk scores94 support tickets, 6 interviewsHigh
Cautious AI trust14 interviews — consistent themeHigh
Parking lot / in-transit prep pattern9/14 interviews mentioned itMedium-High
Competitor signal scenario3 interviews, inferred from ticketsMedium
Quota attainment motivation4 interviews, assumed commonMedium

Differentiation from Taylor (RevOps Admin)

DimensionMarcus (Field AE)Taylor (RevOps Admin)
Primary deviceMobileDesktop
Session intentFast answers, one dealConfiguration, all deals
AI trustCautious, verifiesTrusting, delegates
CRM relationshipAvoids itLives in it
Cares aboutWhy a signal firedWhether signals are firing correctly
Failure modeIgnores tool silentlyOver-configures, breaks things

Persona Card (condensed — for slide decks and team walls)

Marcus · Field AE · Mid-Market "If it can't tell me the one thing I need to know in 30 seconds, I'm going back to my notes."

🎯 Needs: Instant deal context on mobile, explanations behind risk signals, frictionless access between customer meetings 😤 Blocked by: Signal scores without rationale, slow