Research & strategy
A broad audience brief makes every message harder to write. Use Purselio's customer fit workflow to turn product context and customer evidence into useful target segments, buying roles, and qualification questions.
Open Purselio signs you in and returns you to your project list. It does not start this workflow on its own.
Use this workflow when the client is entering a segment, reviewing its positioning, or attracting interest that rarely becomes a good customer. It gives strategy and creative teams a common view of who the work is for.
Describe the needs, operating conditions, and buying triggers that make a customer a strong fit.
Separate the user, champion, decision-maker, and potential blockers so the campaign addresses the right concerns.
Prepare observable fit indicators, discovery questions, exclusions, and implications for the next campaign brief.
Our client wins interest from both small agencies and large internal teams. Use our interview and deal notes to identify which segment should lead the next campaign.
What to work toward: A segment comparison, a preferred customer profile, the buying-role map, and the open questions to validate.
Illustrative example
Fictional sample for layout. Not a customer result, testimonial, or product screenshot.
| Segment | Good-fit signal | Exclude when |
|---|---|---|
| Agency owner | Runs 3 or more client accounts | No client delivery work |
| Account lead | Needs a weekly client update | Only internal campaigns |
A customer profile defines who is a good fit and why. A buying-role profile explains the priorities and concerns of the people involved in the purchase.
Yes. Use the evidence you have, but treat unsupported conclusions as hypotheses and identify the research needed to improve them.
Only if it has been validated against real outcomes. An initial rubric is a working tool that should be tested and refined.
Bring the product context and what you know about customers. Develop a customer profile your team can use in Purselio.