Free Customer Persona Survey
Capture role, firmographics, job-to-be-done, triggers, channel habits and objections — personas built from real buyers, not workshop guesses.
Quick answer
Send this to real buyers to capture role, firmographics, job-to-be-done, triggers, channel habits and objections, grounding personas in actual responses instead of workshop guesses. The personas are only as reliable as your respondent mix, so bias skews the output.
About this template
Personas drawn from whiteboards tend to describe the team, not the buyer. This survey reaches real customers, recent prospects and look-alike followers to capture role, firmographics, job-to-be-done, triggers and channel habits — the raw material for ad audiences, email segments and sales battlecards.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need to run this survey.
Demographic + firmographic
Role, industry, headcount, region.
Job-to-be-done
What they hired your product to do.
Trigger and channel
What set the search in motion, where they read.
Objection capture
The hesitation they felt before saying yes.
How It Works
From copy to deliverable in four steps.
Copy template
One-click import into your FormLM workspace — free.
Mix three send lists
Customers, recent prospects (won and lost) and look-alike followers.
Cluster responses
Group by job-to-be-done and trigger, not by title alone.
Ship to CAMs
Export personas into ad audience seeds, email segments and battlecards.
Who Is This For
Pick your role — see how it fits your workflow.
Demand-gen marketers
Turn one flat list into 3–4 targeted segments.
Content leads
Match topics to the actual channels personas read.
Founders pre-PMF
Confirm who keeps buying before you scale spend.
Key Features
What makes this template work as a professional deliverable.
- Role and firmographic fields
- Job-to-be-done question
- Purchase-trigger capture
- Content channel habits
- Objection and hesitation fields
- Segment-export ready for CAMs
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real questions.
- What's your role and team size? (dropdown + number)
- Which industry best describes your company? (single)
- What were you trying to accomplish when you found us? (open)
- What event triggered the search? (open)
- Where do you usually read about tools like this? (multi)
- What almost stopped you from buying? (open)