About the personas template
Building products customers love starts with understanding who they are and what drives their choices. When product teams share a clear picture of their users, it becomes easier to make confident decisions — from shaping the roadmap to refining individual features.
This template helps you create detailed user personas that represent real customer segments. Capture core information such as goals, pain points, behaviors, and demographics to uncover the motivations behind customer actions. The layout provides a holistic view of your audience so you can connect customer needs to strategy and prioritize with intention. In turn, you can deliver value across the entire product experience.
Included in the personas template
The personas template includes built-in capabilities such as:
Pre-formatted sections to capture goals, pain points, behaviors, and demographic details
A visual layout to organize multiple personas side by side for comparison
Color-coded frames to group related attributes and highlight key insights
Sticky notes and inline comments to support team input and collaboration
An AI assistant to help you summarize research and draft persona descriptions
How to use the personas template
Start by gathering research on your target customers. It might include discovery interviews, survey results, support tickets, or product usage data. Create one persona for each key segment, grouping users who share similar goals, challenges, or behaviors. This keeps your focus on patterns of behavior rather than individual anecdotes.
As you fill out the template, capture what motivates your users, what blocks them, and how they use your product to get work done. These insights reveal patterns and help your team understand the "why" behind customer actions. Use color-coded frames to highlight themes and sticky notes to surface key quotes or findings from research.
When your personas are complete, share the template with product managers, UX designers, and marketers so everyone can anchor decisions in user needs. You can link personas directly to epics or features in Aha! Roadmaps to keep customer insights connected to product work. This makes your personas a living reference that informs priorities and deepens customer empathy throughout product development.
Best practices
Use personas as a strategic tool to keep user needs at the center of product decisions.
Emphasize motivations and goals: Personas are most valuable when they reveal how users think and what they aim to achieve — not just who they are demographically.
Ground everything in data: Build personas from customer interviews, analytics, and customer feedback to capture authentic patterns rather than assumptions or ideals.
Keep them visible and accessible: Link personas to related epics or features in Aha! Roadmaps so teams can easily reference them during planning and prioritization.
Limit and refine: Concentrate on three to five key segments to maintain clarity. Update personas as your understanding evolves to reflect current insights.
FAQs about the personas template
What makes a good user persona?
A strong persona goes beyond surface-level traits. It should capture the user's goals, pain points, motivations, and context — helping your team understand what drives decisions and how your product fits into their workflow.
How many personas should you create?
Focus on the most important three to five user segments. Too many personas can fragment your strategy and make it hard to prioritize. If needed, start with a primary persona and expand over time as your understanding deepens.
Who should be involved in creating personas?
Product managers, UX researchers, product marketers, and customer success teams all bring valuable perspectives. Collaborating ensures your personas reflect a well-rounded view of the customer experience.
How do personas influence product decisions?
Personas help teams stay focused on user value. Use them during planning to evaluate feature ideas, prioritize work, and ensure messaging resonates. They also serve as a communication tool to align cross-functional teams.
Is this template free to use?
Yes. To use the personas template, sign up for a free 30-day trial of Aha! Whiteboards. (You can also try this template in Aha! Roadmaps if you need a complete product management solution.) Easily customize the template to suit your needs, then share it with as many people as you want (for free) to streamline collaboration.
