Personas
Documentation for creating and managing buyer personas.
Buyer personas represent the individual decision-makers within your target companies. While ICPs define which companies to target, personas define which people to reach within those companies.
Why Personas Matter in RevvedUp
AI-Powered Matching: Every contact is automatically matched to your personas with confidence scoring
Content Personalization: AI generates persona-specific messaging throughout campaigns
CRM Sync: Persona, fit score, and reasoning sync automatically to your CRM
Performance Analytics: Track engagement and conversion by persona type
Seller Profile Connection: Each persona links to appropriate seller profiles for consistent messaging
Persona vs ICP
r Personas
ICPs
Individual people
Companies
Job titles & roles
Industry & size
Personal challenges
Business needs
Career goals
Revenue targets
Accessing Personas
Go to Settings in the left sidebar
Click Personas under CONTENT SETTINGS
Click New Persona to create new
Persona Fields
Fields That Affect AI Matching
These determine which contacts get assigned to this persona:
Name: Descriptive identifier (e.g., "VP Sales - Mid Market")
Role: Job titles, responsibilities, team size, reporting structure
Company Context: Company size, industry, growth stage where they work
Signals: LinkedIn keywords, education, certifications that identify them
Fields That Affect Content Generation
These influence the messaging AI creates:
Challenges: Specific problems they face daily
Desired Outcomes: What success looks like for them
Seller Profiles: Which seller profiles work with this seller profile and the value proposition and key messaging added to those profiles.
Creating a Persona
Navigate to Settings → Personas
Click Add Persona
Enter persona details:
Name: Make it descriptive (e.g., "Sales Leader - Growth Stage")
Role: Include titles, team size, responsibilities
Company Context: Define their work environment
Signals: How to identify them on LinkedIn
Challenges: Their specific pain points
Desired Outcomes: Their goals and success metrics
Link to relevant Seller Profiles
Connect to appropriate ICPs
Save
Managing Personas
Archive a Persona
Click Edit on the persona
Click Archive button
Persona remains in system but won't be used for new matches
Delete a Persona
Click Edit on the persona
Click Delete button
This permanently removes the persona and cannot be undone
Must not be assigned to any contacts to delete
Link to Seller Profiles
Open up the persona
Click on + Add Seller Profile
Fill in the value proposition and key messaging.
Click Save
These fields affect the content generated in RevvedUp when that persona is selected.
You can adjust the seller profile information by clicking the three vertical dots and selecting Edit
How AI Uses Personas
Automatic Matching
AI analyzes every new contact
Compares against all active personas for the selected seller profile.
Assigns best match with confidence score
Provides reasoning for the match
All persona fields are considered for matching, including the fields that you fill in when connecting the seller profile.
Content Generation
AI references persona challenges and goals
Adjusts tone based on seniority level
Personalizes value props to their outcomes
Uses appropriate technical depth
Reporting Integration
Several reports can be filtered by persona
Track performance metrics by persona type
Identify which personas convert best
Optimize targeting based on results
Best Practices
Be Specific: "VP Sales at 50-500 person SaaS" not "Sales Leader"
Use Real Data: Base on actual customer analysis, not assumptions
Start with 3-5: Don't over-segment initially
Link Everything: Connect to ICPs and Seller Profiles
Review Quarterly: Update based on performance data
Focus on Differences: Each persona should require unique messaging
Troubleshooting
Poor Match Quality
Issue: Contacts matching wrong personas
Solution: Make role descriptions more specific, add better signals
Example: Instead of "Marketing leader", use "VP Marketing, 5+ years, B2B SaaS, team of 10+"
Inconsistent Messaging
Issue: AI content doesn't match persona needs
Solution: Ensure clear challenges and outcomes are defined, add examples.
Check: Verify correct Seller Profile connections
Related Features
Seller Profiles - Configure messaging voices
ICPs - Define target companies
Resources - Supporting content for personas
Global Variables - Dynamic personalization
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