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How to Build a Startup Marketing Persona Using AI
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A marketing persona is a foundational marketing document that provides a detailed, clear, actionable profile of your target customer. A solid marketing persona details your target audience's demographics, behaviors, motivations, and decision-making patterns. Well-developed personas help businesses craft messaging, target the right audience, and develop marketing strategies that resonate.
👉 A persona helps keep your target customer front-and-center in everything you do.
Without a strong persona, marketing decisions become guesswork. After all, marketing is about communication. Basic logic says you can't communicate effectively without a crystal-clear picture of who you're communicating with. A persona provides clarity by ensuring every marketing effort is rooted in an accurate understanding of your target customer.
Building a Marketing Persona the Traditional Way
The traditional approach to building a marketing persona relies on direct research—interviews, surveys, and data analysis—to construct a detailed customer profile. This method ensures accuracy by grounding insights in firsthand data, but it can also be slow and costly.
For startups or businesses that need a persona quickly, traditional methods may not be feasible. The process requires extensive time and resources, often delaying marketing efforts. While the depth of research is valuable, it’s not always practical for companies that need to start executing marketing strategies right away.
👉 Building a persona the traditional way is often out of reach for startups.
This was a challenge I recently faced while thinking about how to amp up B-Side’s marketing efforts. Like any company, small agencies need strong personas, and like most startups, my small agency had neither the time nor the resources to build one the traditional way.
There had to be some way to develop a more nuanced understanding of our audience.
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Exploring AI for Persona Development
Maybe you’ve heard that AI can be used to develop marketing personas. It’s a standard how-to-use-AI-in-marketing trope. But when I'd tried using AI to create a persona before, the results were underwhelming. The output was often generic, with personas that lacked nuance and felt like they had been stitched together from widely available business clichés rather than genuine audience insights.
I had recently read a blog post on Medium titled Maximize ChatGPT Responses With This Simple AI Hack, by Antonis Iliakis. The post—which was about much more than a "Simple AI Hack" (and BTW, note how the clickbait-y headline worked on me)—explored how ChatGPT could be guided to provide more sophisticated responses by iterating on prompts, gradually refining and deepening the model's understanding, and synthesizing more complex insights over multiple interactions.
That idea stuck with me, and when I sat down to develop my persona, it was fresh in my mind. Instead of treating AI like a quick way to generate a standard persona, I wondered if I could push it deeper—using its ability to process multiple layers of reasoning to uncover not just surface-level characteristics but also motivations, fears, and the real-world triggers that drive decision-making.
Rather than just asking ChatGPT to produce a persona and calling it a day, I wanted to explore how far I could push AI reasoning to develop something truly useful. This post is about that journey.
Putting AI in a Position to Succeed
If I wanted AI to generate meaningful insights, I had to set it up for success. That meant ensuring it had the right foundational knowledge and guiding it beyond surface-level responses.
Using a Project to Provide Context
This chat took place within a ChatGPT "project" where I had uploaded extensive documentation—every page of the B-Side website, strategic notes, and preliminary messaging guidelines. Because ChatGPT had access to these materials, it already understood B-Side's business context. That meant I could spend less time explaining what we do and more time refining insights about our audience.
👉 Learn about using projects in ChatGPT
A "project" in ChatGPT is essentially a folder where you can store documents, provide overarching instructions, and create chats that all reference this shared knowledge. Instead of responding as if each question is brand new, ChatGPT can pull from previous information, ensuring consistency and relevance in its answers.
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Guiding AI to Deeper Reasoning
Even with this context, ChatGPT wouldn’t go deep unless I explicitly asked it to. AI doesn’t refine its responses on its own—it follows the prompts you provide. If left unprompted, it delivers broad, surface-level answers. So, I decided to push it further, seeing how much depth I could extract. Here was the broad plan:
- First Pass: Who is my audience? This established the basic demographic and professional attributes.
- Going Deeper: Why do they think the way they do? This is where motivations, fears, and attitudes surfaced.
- The Next Level: What triggers action? Now we were getting to real-world decisions—how external factors influenced them and what made them take the leap into marketing.
Now, to be clear, I wasn’t following a pre-defined process here. Instead, I was feeling my way forward, seeing where AI could take me and refining as I went.
Step 1: Assessing What I Already Knew
‍Rather than jumping straight to a persona, I asked ChatGPT what else it needed from me to create one. I wanted to avoid generic assumptions and make sure it was pulling from the most relevant details. I gave ChatGPT this prompt:
Based on what you know about our company and our audience, I'd like you to draft a target client persona for me. But before you do that, what else do you need to know from me to create a really solid persona?
ChatGPT responded with a structured list of questions:
- Demographics: Industry, company size, job titles, experience level
- Professional challenges: Biggest obstacles in marketing, decision-making frustrations
- Goals and motivations: What success looks like for them
- Decision-making process: How they evaluate marketing investments
- Emotional triggers: Fears, hesitations, and language that resonates
- Budget sensitivity: Whether they focus on affordability, ROI, or long-term investment
This approach immediately set the right tone. AI wasn’t just spitting out a persona—it was engaging in a structured conversation, asking for more information before proceeding. That felt promising.
Step 2: The First Pass – A Starting Point
‍The first persona ChatGPT generated was useful but limited. It described the basics—demographics, roles, common pain points—but it felt... flat. It wasn’t wrong, but it wasn’t insightful either. It was like reading the first paragraph of a book and expecting to understand the whole story. Still, a few things stood out:
- Many founders see marketing as a checklist of tasks rather than a strategic priority.
- They prioritize lead generation over brand-building.
- They want marketing to work but lack the time for trial and error.
- They are skeptical of wasted marketing spend and demand clear ROI.
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I could have stopped there, but I knew this was only scratching the surface. So I asked ChatGPT:
That's a good start. But can you go deeper? I want to understand why our audience thinks this way.
Step 3: Digging Deeper – Understanding the Mindset
‍ChatGPT's next version of a B-Side marketing persona went beyond surface-level concerns and started to touch on psychology. This time, ChatGPT revealed:
- Risk tolerance: These founders take big risks in their businesses but are conservative about marketing investments.
- Decision-making preferences: They prioritize data over gut feelings and want evidence that a strategy works.
- Personal motivations: They want to be seen as smart, strategic leaders.
- Momentum and results: They thrive on quick wins and need to see traction fast to stay engaged.
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Now we were getting somewhere. I started seeing a clearer picture of the emotional and strategic hurdles keeping B-Side's target audience from investing in marketing. But I still wanted to know—what finally makes them take the leap?
That’s helpful. But what makes them actually pull the trigger on marketing? What shifts their thinking?
Step 4: The Real Triggers – What Moves Them to Act?
‍Now things were getting interesting. This time, ChatGPT didn’t just describe our audience's beliefs—it outlined their decision-making process in the real world. Key revelations:
- They act only when external pressure demands it. A big client opportunity, a competitor gaining traction—these external forces drive action.
- They want structured marketing, not chaos. Agile but not disorganized, strategic but not bloated.
- They don’t wake up one day ready to market. Instead, they reach a pain point where inaction is no longer an option.
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This changed everything for me. Instead of positioning marketing as something they should prioritize, I needed to meet them at the moment they realize they have no choice.
Step 5: Synthesizing the Final Persona
By the end of this process, I had three versions of my persona—each one deeper and more refined than the last. But I didn’t want to choose between them; I wanted to take the best insights from each and merge them into one comprehensive, well-rounded persona.
I asked ChatGPT to synthesize all three versions, keeping the strongest insights and removing any redundancies. The final persona was significantly more nuanced than what I started with. It combined:
- The demographic and professional attributes from the first version.
- The psychological and emotional motivators from the second version.
- The decision-making triggers and real-world constraints from the third version.
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This master persona is now the operating foundation for B-Side's entire marketing strategy. It provided clarity on how to structure messaging, where to focus outreach, and what pain points to emphasize in our content and campaigns. Rather than a rigid document, this persona became a living reference—one we could continue refining over time based on real-world feedback and further AI-driven insights.
👉 Want to see the final persona? Click here to review the completed version.
Lessons Learned
‍Throughout this process, I uncovered valuable insights—not just about B-Side's audience, but about the process of using AI for persona development. The journey of refining ChatGPT’s responses taught me that AI is most effective when used as an iterative discovery tool rather than a one-step solution. By continuously probing deeper, I found patterns and decision-making triggers that wouldn’t have surfaced otherwise.
Do’s:
- Use AI as a discovery tool. It helped me uncover patterns I wouldn’t have thought to ask about.
- Push AI beyond surface-level insights. The deeper you go, the more valuable the results.
- Guide AI actively. My input and refinement made all the difference.
Don’ts:
- Don’t accept the first answer as final. AI-generated personas improve when you push for deeper reasoning.
- Don’t assume AI understands context without setup. Providing relevant project materials upfront improved accuracy.
- Don’t rely solely on AI without validation. AI is a powerful assistant, but real-world testing is essential.
Final Takeaways
‍AI is a tool, not a replacement for human strategy. This process showed me that its real power lies in iterative exploration—digging deeper with each step rather than settling for surface-level insights.
By challenging AI to refine its responses, I built a persona that was more than just a collection of assumptions—it became a living, strategic resource that could guide messaging, targeting, and decision-making.
For startups and small businesses, this approach offers a powerful alternative to traditional persona development. While real-world validation is always necessary, AI can accelerate the process, providing a strong starting point without the typical cost and time constraints.
The key takeaway? AI is only as valuable as the depth of the questions you ask. Keep pushing for deeper insights, and you’ll unlock a level of strategic clarity that can drive smarter, more effective marketing.
Want help applying this kind of strategic thinking to your own marketing? Let’s talk.