Persona Matching

How RevvedUp matches contacts to your buyer personas.

RevvedUp automatically matches contacts to your defined buyer personas during the research phase, enabling personalized outreach that resonates with each prospect's role and responsibilities.

What is Persona Assignment?

Persona assignment matches each contact to one of your pre-defined buyer personas based on their job title, department, and role. This enables:

• Role-specific messaging

• Appropriate value propositions

• Relevant case studies

• Targeted content

How It Works

Define Your Personas

Create buyer personas that represent your key audiences, such as:

• Technical Decision Maker - CTOs, VPs of Engineering

• Economic Buyer - CFOs, Finance Directors

• End User Champion - Department Managers

• Executive Sponsor - C-suite executives

Each persona includes:

• Typical job titles

• Key responsibilities

• Common pain points

• Messaging preferences

Automatic Matching

During research, RevvedUp:

1. Analyzes the contact's job title and role

2. Reviews their department and function

3. Matches to your defined personas

4. Applies persona-specific strategies

Using Persona Assignments

Message Customization

Persona assignment automatically influences:

• Email templates selected

• Language and tone used

• Pain points addressed

• Benefits emphasized

Campaign Strategy

• Filter contacts by persona

• Create persona-specific sequences

• Track engagement by role

• Optimize based on results

Common Persona Types

Business Personas

• Economic buyers focused on ROI

• Operations leaders seeking efficiency

• Sales executives driving growth

• Marketing leaders generating demand

Technical Personas

• IT decision makers evaluating solutions

• Security professionals ensuring compliance

• Developers seeking integrations

• Data analysts measuring impact

Best Practices

Persona Creation

• Start with 3-5 core personas

• Base on your successful deals

• Include clear matching criteria

• Update based on performance

Using Assignments

• Review assignments for accuracy

• Tailor messaging by persona

• Test different approaches

• Refine personas over time

Integration with Other Features

Persona assignment works with:

• ICP Assignment - Company-level targeting

• Contact Personalization - Personal insights for outreach

• Personalization Strategy - Role-aware messaging

• Deal Coaching - Persona-specific guidance

• Content Generation - Customized writing

• Personas Configuration - Define your buyer personas

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Note: Persona assignment happens automatically during the research phase. Contacts without clear matches are assigned to a default persona or flagged for review.