Services

Persona Research & Buyer Role Matching

Know exactly who you’re talking to and tailor your GTM plays to each role.

ABM and targeted outbound work best when you know your audience. So when CRMs aren’t enriched with specific job title seniority or context, leaving GTM teams to guess which contacts are decision-makers, influencers, or blockers.

At DataBees, we research your personas, define buyer roles, and categorize contacts, enabling your SDRs and marketers to run persona-specific messaging that converts.

Why Persona Research & Buyer Role Matching Matters...

Sales is about speaking to the right people, at the right stage of the sales cycle. Without clear persona definitions and contact categorization, revenue-driving teams struggle:

Our Persona Research & Buyer Role Matching Service

Custom Persona Development

Define ideal customer personas based on titles, departments, seniority, and responsibilities.

Define rules to categorize contacts into roles like Decision-Maker, Influencer, Champion, End User, or Blocker.

Segment contact lists by persona and role so marketing and sales can deliver the right message at the right time.

Fill in missing titles, seniority, and contact details, ensuring accurate persona classification.

Provide persona insights and recommended messaging strategies to align SDR, AE, and marketing efforts.

Our Process

How it works

We build every project workflow custom to your requirements, but here is an example of how this process could work for you.

Step 1

Persona Discovery & Ranking

We work with your GTM team to identify which personas drive deals.

Step 2

Persona Definition & Criteria

We create clear, repeatable rules for classifying contacts by role and persona.

Step 3

Contact Sourcing & Verification

We enrich your contact data, then tag and segment by persona and buyer role.

Step 4

Quality Assurance & Sense Check

We spot-check each data point for accuracy and consistency.

Step 5

Delivery & Ongoing Service

We deliver CRM-ready data with persona tags on a cadence that suits you. 

Adaptable to your technology stack

We integrate directly with your processes, automations and tech stack.

Ready to get started?

Book a call with our team to discuss your persona research and buyer role matching requirements