home / skills / gtmagents / gtm-agents / persona-intel

This skill helps you summarize persona goals, pains, proof points, and questions for call prep across executive, technical, and procurement stakeholders.

npx playbooks add skill gtmagents/gtm-agents --skill persona-intel

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md
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---
name: persona-intel
description: Use to summarize persona goals, pains, proof points, and questions for
  call prep.
---

# Persona Intelligence Cards Skill

## When to Use
- Preparing discovery/interview style calls with multiple personas.
- Equipping teams with quick reference for executive, technical, or procurement stakeholders.
- Updating messaging blocks ahead of launches or new industries.

## Framework
1. **Persona Snapshot** – role, priorities, KPIs, success metrics.
2. **Pain/Gain Map** – common challenges, desired outcomes, current initiatives.
3. **Questions & Triggers** – discovery prompts, red flags, buying signals.
4. **Proof & Stories** – tailored case studies, metrics, references.
5. **Objection Handling** – typical concerns and recommended responses.

## Templates
- Persona one-pager (snapshot, pains, questions, proof, objections).
- Discovery cheat sheet for multi-threaded calls.
- Exec briefing note (headline, outcome, ask).

## Tips
- Keep snapshots updated quarterly with new customer evidence.
- Highlight deal-specific context (competitor, product, region) for better adoption.
- Pair with `call-brief-framework` to slot persona notes directly into call briefs.

---

Overview

This skill produces concise persona intelligence cards to support call preparation and go-to-market alignment. It summarizes persona goals, pains, proof points, and discovery prompts so teams can enter conversations with clarity and confidence. The output is tailored for executive, technical, and procurement stakeholders and designed for rapid consumption.

How this skill works

The skill compiles a Persona Snapshot (role, priorities, KPIs), a Pain/Gain Map, targeted Questions & Triggers, Proof & Stories, and Objection Handling into a one-page or cheat-sheet format. It ingests minimal inputs—persona role, deal context, industry, and known signals—and returns a structured card ready for call briefs or executive notes. Cards are optimized for quarterly updates and can be slotted into existing call-brief workflows.

When to use it

  • Before discovery or interview-style sales and customer calls involving multiple stakeholders
  • To prepare executive briefing notes with a clear headline, outcome, and ask
  • When updating messaging blocks for a new product, vertical, or campaign
  • To equip account teams with rapid reference material for technical, procurement, or executive personas
  • When consolidating competitive context and deal-specific triggers ahead of a negotiation

Best practices

  • Start with role, top 3 priorities, and the KPIs that signal success for that persona
  • Keep cards lean—one page or cheat-sheet length—and refresh quarterly with new customer evidence
  • Include deal-specific context (competitor, product variant, region) to improve relevance
  • Prioritize three discovery questions and two buying signals to keep conversations focused
  • Pair cards directly with your call-brief framework so insights flow into meeting agendas

Example use cases

  • Create a one-page persona card for a CFO ahead of a pricing and ROI-focused demo
  • Generate a discovery cheat sheet for a multi-threaded enterprise opportunity with technical and procurement stakeholders
  • Produce an exec briefing note summarizing outcome, risks, and the specific ask for a renewal call
  • Update messaging for a new industry launch by mapping common pains and proof points
  • Prepare objection handling scripts tied to top competitor claims for a negotiation

FAQ

How much input do I need to generate a useful card?

Provide the persona role, deal context (competitor, product, region), and any known signals; the skill can extrapolate priorities, KPIs, and discovery prompts from that minimal input.

How often should persona cards be refreshed?

Refresh quarterly or after major customer evidence arrives—wins, losses, or market shifts—to keep proof points and objections accurate.