Get a free customer persona and action plan for your firm.
Tell us about your firm and your audience. We build three distinct customer personas, then deliver an action plan for each one: what they need, what you'll do, and where to start on Monday morning.
No credit card · Output in minutes when you run it yourself · 48 hours when we run it with you
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This is for you if you…
Lead marketing or strategy at a financial services firm and serve more than one type of client
Have 'high-net-worth' or 'business owners' on a slide and know that's too generic to plan from
Want a real planning artifact, not a personality quiz output
What you get
- Three vivid persona profiles built from your audience, not generic templates: who they are, how they think, what they want, where they get stuck
- Friction points and aspiration drivers per persona, named specifically enough to brief from
- A key insight per persona that reveals what makes your firm uniquely meaningful in their life
- An action plan per persona with what they need, what you'll do, and three executable first moves
- A one-page summary your partners can read in the meeting and act on the same week
Who she is: "Fifty-four, divorced, kids out of the house. Just got her own place again. Has been auto-contributing to a workplace RRSP for twenty years and has no idea if it's enough. Avoids her bank app on Sundays. Trusts her hairdresser more than most financial advisors she's met."
The insight: Linda doesn't want a plan that starts with how behind she is. She wants someone to start where she is and tell her what's actually possible from here. The firm that treats her starting line as legitimate wins her trust before it wins her assets.
One of three personas. The full output adds the action plan, friction points, aspiration drivers, and a one-page summary.
"We had three slides labelled 'audience' and they were all the same person at different ages. The persona work showed us we were planning for one client and ignoring the other two we already serve."
This is just one of 58 workflows in Savvier.
We could write you a long pitch. Or we could let you run one for free and see for yourself. We picked the second one.
Common Qs.
Is this just a persona template?
No. Templates ask you to fill in age, income, and goals. This builds three distinct personas from your audience description and brand context, then writes a specific action plan for each one. The output is something you can plan from, not a Mad Libs exercise.
How do you handle the audience input?
You describe the audience in your own words. The workflow expands what you give it into three distinct personas with different friction points, motivations, and life stages. If you have only one audience description, it surfaces the segments you may not have named yet.
Does this work for compliance review?
The output is a planning document. It doesn't make claims that need MLR review. It tells your team how to think about three audiences and what to do differently for each one. The marketing your team produces next is what compliance reviews.
How is this different from asking ChatGPT for personas?
ChatGPT will write you three personas that sound similar and read like demographics. The Savvier workflow builds them as people with friction, contradictions, and named tensions, then produces a different insight, message, and three first moves for each one. The work is structured to act on.
Stop planning for one audience.
Pick the path that fits. Both are free.