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Persona template for: The professional interested in real estate

Save time and money by starting with this 'The professional interested in real estate' persona example. Learn how to make your financial services website easier to use for Sophie. By putting the user first (in this case Sophie), you will be creating an experience that meets Sophie's expectations, supports their goals and remedies any pain points. This persona example could be used for the financial services industry.

Meet 'The professional interested in real estate', named Sophie

"Property is the way to make real money…and a financial planner will never recommend it because there’s nothing in it for them. The other reason I like property? When I wake up in the morning, I know it will still be there. You can’t say the same for shares or managed funds"

Sophie wants to learn the economics behind owning real estate.

This persona is motivated by personal career progression. This persona is 56, lives close to the city and works close to the city. Sophie is married, has 1 child and is often kept busy with reading books on the property owning business.

People like Sophie are super comfortable with technology.

She is looking to utilize the world of social media marketing to build a side income with real estate.

How Acme Financial Pty Ltd can help Sophie

Sophie has come to Acme Financial Pty Ltd because Sophie's goal is learning the back-end side of making money with real estate. Acme Financial Pty Ltd could help Sophie with this goal by explaining the basics of the real estate market, but one of the reasons why Sophie has not yet engaged with Acme Financial Pty Ltd is she believes we will not help because we won't make money from it.

Website visit goals for www.acme-fin.com.au

Learn how to make your website easier to use for 'The professional interested in real estate' persona.

'The professional interested in real estate' has recently been visiting websites in the financial services sector and has arrived at www.acme-fin.com.au. Sophie has found that most of the websites in the financial services sector have similar messaging and wants to know the main points of difference of Acme Financial Pty Ltd.

Important
Website goals Barriers How we can help
to see if there is any information on owning property. there is no area for owning real estate/property. create area explaining how and why investing in real estate can be lucrative

Technology

Comfort level with technology

Sophie is super comfortable with technology.

Time

Spare time

On an average day, Sophie has a moderate amount of spare time.

Jargon

Jargon familiarity

Sophie is very familiar with the industry specific terms that are used in the financial services industry.

Social media usage for Sophie

Of all the time spent on social media on an average day, the distribution of time is as follows:

Facebook: very high usage
Twitter: medium usage
LinkedIn: high usage

Devices that Sophie uses to access the Acme Financial Pty Ltd website

Computer

Desktop / laptop

Sophie uses a computer to access the Acme Financial Pty Ltd website when at the office and doesn't have a showing.

Tablet

iPad

Sophie uses a tablet to access the Acme Financial Pty Ltd website occasionally late at night while in bed.

Mobile

Smart phone

Sophie uses a mobile to access the Acme Financial Pty Ltd website when traveling om the train home from work.

The professional interested in real estate
Stats for 'Sophie' insert_chart
  • Life-stage: established in their career
  • Age: 56 years
  • Annual income: $71,000 - $90,000
  • Internet usage: once a day
  • Social media usage: very active
Relationships group
  • Marital status: married
  • Children: 1
Education/skills school
  • Education level: a Postgraduate degree
  • Technical level: super comfortable
  • English level: native

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Learn about persona creation

You can learn more about user personas with our articles. Each article is designed to help you improve your digital marketing and improve your content.

The above audience persona templates are good to give you an idea of what a persona is, or to help explain the concept to your marketing team, other team members or you sales team. But these are proto personas. To help with design and marketing decisions, you need to create personas that are based on research are needed.

Going beyond marketing persona examples

You can learn to create your own personas by learning from the below articles. These articles will cover the basics of what personas are and what they are not. In short, personas aren't just a bunch of facts like demographic information and job titles. Personas go beyond demographic stats and takes into consideration attributes such as a person's motivations, behaviour patterns and goals.

Personas are not necessarily a representation of your existing customers. Instead they are a representation of your ideal customer or target customer, and include information that would influence their purchase decisions. Personas also include what's stopping them from buying a product or service from you such as common pain points. Good personas are based on good market research so it's important to learn how to turn a proto persona into a persona that's based on user research.

Articles on digital and content marketing

You can learn more about digital marketing with our articles. Each article is designed to help you improve your digital marketing, and make your digital content more appealing to your potential customers.

If you want to learn how to
  • create your own bespoke personas,
  • design briefs
  • and policies/procedures
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