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PERSONA RESEARCH SYSTEM - FRAMEWORK PACKAGE
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Thank you for downloading this package!

This is the complete framework I use with clients to turn static persona decks
into living infrastructure that updates itself.


WHAT'S INCLUDED
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1. PERSONA RESEARCH CUSTOM INSTRUCTIONS.MD
   The exact Custom Instructions template you paste into Claude Projects or
   ChatGPT to turn it into your persona research engine.

2. SAMPLE DATA FILES (6 FILES)
   Real-world examples of the types of documents you'll feed into the system:

   - CRM_Export_Enterprise_Deals_Q1_2025.csv
     Sample CRM export showing the kind of deal data you can use

   - Salesforce_Opportunity_Data_SEA.txt
     Opportunity records with buying committee details

   - Proposal_Nexora_Singapore_Dec2024.txt
     Complete proposal document with ROI calculations

   - RFP_Response_Siam Trust Bank_Digitization.txt
     Banking sector RFP response with compliance details

   - Sales_Call_Transcript_RidePoint_Jan15.txt
     47-minute sales call transcript rich with pain points and intent signals

   - Discovery_Call_Notes_Jakarta_Enterprise.txt
     Discovery call notes with BANT qualification details


HOW TO GET STARTED
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STEP 1: SET UP YOUR PERSONA RESEARCH AGENT

Option A - Using Claude Projects (Recommended):
  1. Go to claude.ai and create a new Project
  2. Name it "Persona Research Agent" or similar
  3. Click "Set custom instructions"
  4. Copy the entire contents of "Persona Research Custom Instructions.md"
  5. Paste it into the Custom Instructions field
  6. Save

Option B - Using ChatGPT:
  1. Create a new Custom GPT or Project in ChatGPT
  2. Add the Custom Instructions from the .md file
  3. Configure it with access to your files

STEP 2: TEST WITH SAMPLE DATA
  1. Upload 2-3 of the sample files to your Project/Knowledge base
  2. Ask: "Analyze these documents and extract buying groups, intent signals,
     and pain-gain frameworks organized by market"
  3. Review the output - this shows you what the system can do

STEP 3: USE YOUR OWN DATA
  1. Gather your real sales data:
     - CRM exports (deals, contacts, notes)
     - Sales call transcripts or recordings
     - Proposal documents
     - RFP responses
     - Discovery call notes
     - Customer emails

  2. Upload them to your Persona Research Agent project

  3. Ask the same analysis question

  4. Get persona research that reflects your actual market reality


WHAT THIS SYSTEM DOES
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Instead of creating static persona decks that expire in 30 days, this system:

✓ Ingests your real sales data (CRM, transcripts, proposals)
✓ Extracts buying committee structures by market
✓ Identifies pain points and value drivers
✓ Captures intent signals and urgency factors
✓ Organizes everything by geography/segment
✓ Updates as you add new data

You feed it data. It gives you current, market-specific persona intelligence.


WHO THIS IS FOR
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This framework is built for B2B marketers and sales leaders running:
- Regional campaigns across multiple markets
- Enterprise deals with complex buying committees
- High-consideration products with long sales cycles

If you're still using static persona decks for campaigns across Southeast Asia,
APAC, or any multi-market region, this system will change how you work.


CUSTOMIZATION
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The Custom Instructions are a starting template. You can (and should) modify:

- Output format: Add your company's persona template structure
- Data sources: Specify which CRM fields or data types you use
- Markets: Replace SEA examples with your regions
- Frameworks: Add your preferred research frameworks (JTBD, etc.)

The system adapts to your business context.


DATA PRIVACY NOTE
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All sample files contain fictional data. No real client information is included.

When using your own data:
- Keep sensitive customer data secure
- Use Claude Projects or private GPT instances
- Don't share proprietary information in public AI tools
- Follow your company's data handling policies


NEED HELP?
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If you have questions about implementing this system:
- Watch the video walkthrough on the blog
- Test with the sample data files first to see how it works
- Email me with specific implementation questions

The hardest part is changing how you think about persona research.
It's not a deliverable anymore. It's infrastructure.


NEXT STEPS
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1. Set up your Persona Research Agent with the Custom Instructions
2. Test it with the sample files to see how it works
3. Gather your real sales data and upload it
4. Run your first analysis
5. Update your data weekly/monthly as new deals progress

Start treating your persona research like living infrastructure—not a PDF
that expires in 30 days.


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© 2025 - All sample data is fictional and for demonstration purposes only.
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