What Is a Customer Archetype and How Do You Make One?

Thanks to internet quizzes, you probably know, among other things:

• Which Hogwarts house are you in.
• Which Lord of the Rings character are you?
• Which Hunger Games district are you from.
• Which Disney prince would you be matched with (I got John Smith, but was hoping for Prince Eric).

You might even know which of Carl Jung’s 12 archetypes you identify with.

But what if we asked you to answer these questions about your customers and their behavior?

What Hogwarts house would they be in?

As silly as that sounds, there are concrete benefits in being able to identify the more abstract values ​​your target audience identifies with.

Demographics (age, location, gender, etc.) tell you what a person is – a 28-year-old female marketing director in Seattle, for instance). But they say very little about what they value, or more fundamentally, who they are and who they want to be.

For that, you need to create customer archetypes.

What Is a Customer Archetype?

Think of it as a personality type or “role” that your customer identifies with.

Are they a rebel without a cause? An idealistic heroine?

The purpose isn’t so much to typecast your customers as it is to create accurate representations of their motivations and aspirations based on observed behavior.

Perhaps the simplest way to explain this is as a question: What role might your target customer be trying to fulfill by using your product or service?

Most people are trying to be something – a creative mover and shaker, a data detective extraordinaire, an IT wizard. If you can play into those desires with your marketing, you can connect with your target audience on a much deeper level.

The Difference Between Customer Archetypes and Customer Personas

A persona is a more concrete representation of your ideal customer, or a member of your target audience. It is a fictional character with a name, an age, a job title and interests. Here is an example of Brafton’s reader persona:

A customer or buyer persona is just a specific type of persona. It’s someone who actually has purchasing power. Here’s an example of one of our buyer personas:

Where Does an Audience Profile Fit Into All of This?

Notice how Tom Walters has a specific age and title? Well, let’s say we took away his name, his title and his gender. Let’s say we also gave him/her an age range, say 30-55, and in place of a job title, we added a type of business he/she might be affiliated with. Now let’s add a few possible job titles he/she might have, along with some general interests, pain points, publication preferences, etc.

You’re left with something like this:

This is an example of an audience profile. It is less specific than a persona, and more detailed than an archetype.

7 Customer Archetype Examples

Finally, here is an example of some possible customer archetypes in digital marketing:

The hero archetype: Luke Skywalker. Wonder Woman. Spider-Man. These characters long to do more, and are inherently good. As a person, the hero archetype sets themselves apart from the crowd. They will take on the job that no one wants to take and have ambitions and goals they’re working towards, and their behavior often leads others to those same goals. They’re looking to prove their worth by doing bigger and better things.

The innocent: This customer segmentation prefers direct, gimmick-free language. Over-handed messaging or guilt-tripping is a surefire way to encourage the opposite of brand loyalty. (Mortal enemies? Could be!) Your message here should be simple and foster trustworthiness and bias towards disclosing information.

The data detective: Always inspecting KPIs, hyper-vigilant of audience motive and ever inquisitive of data. They frequently embark on thorough, entirely unprompted and caffeine-addled investigations of “abnormalities” even if it technically isn’t part of their job.

The creative renegade: They don’t venture outside the box, per se; they live outside of it. They’re always asking “what if?” They think big, they like to take what they might call “tasteful risks,” are extraordinarily talented and – for better or worse – keep meetings interesting.

The Swiss Army marketer: There’s little they can’t do well, no digital marketing tool (from Adroll to WordPress to Google Analytics) they don’t feel comfortable in and no task that intimidates them. They get things done with a level of efficiency and resourcefulness that would intimidate Henry Ford.

The specialist: The exact opposite of the Swiss Army marketer. They are tremendously good at one thing (email marketing, social media marketing or technical SEO, for instance), so good, in fact, that everyone is willing to overlook their tendency to occasionally de-prioritize other areas of digital marketing.

The money marketer: They’re preternaturally obsessed with commercial value and scary good at figuring out how to turn marketing efforts into real revenue opportunities. They may be a marketer, but they eat, think and talk about money like a salesperson.

Notice that there aren’t any positions, ages, genders, salary, education level, etc. listed gentlemen? Archetypes are bigger than job titles.

They’re segments about who a customer identifies as — or hopes to identify as.

So do you need a persona, a profile and an archetype?

Absolutely not.

When it comes to creating the ideal market segmentation for your business, there is no one size fits all.

Some trial and error may even be necessary as you figure out the best way to segment your target audience and your customers. Factors such as what data you have available and how much cooperation you have between your sales and marketing team will influence how you build out each customer segment. So will industry, your posture in the market, etc.

With that in mind, though, creating customer archetypes can help you decide how to best tell your brand story and articulate your value proposition. When you think of the customer journey, you need to think of it as a storyteller would.

Who is the protagonist and what is their motivation? How does your brand serve that motivation, and ultimately help the protagonist be the hero, data detective, explorer or creative genius that they strive to be?

Knowing specific pain points is useful for creating content, but to connect with your audience on a deeper level, you need to understand their core professional and/or personal motivations.

Creating customer archetypes can help you do that.

Last but Not Least: How Do You Make a Customer Archetype?

Unlike personas and audience profiles, customer archetypes are less directly dependent on demographic data. Much like a horoscope publisher, you need to think about themes and motivations more than job titles and location.

Granted, you can use data from Google Analytics, Google Trends, Search Console and your CRM (including job titles) as part of your process for figuring out what your customers care about; for instance, are there common themes that you should be mindful of?

But the most valuable information will be qualitative. Focus on what business or personal goals you’ve helped customers achieve in the past. And by that, I don’t just mean pain points that you’ve alleviated or opportunities you’ve helped them seize. Ask yourself:

• What is the bigger-picture outcome of those successes?
• How have you satisfied them as a professional or a person?
• Who have you helped them impress?
• Who have you helped them help?
• How have you helped them grow professionally or personally?

These are some of the toughest questions to answer – and depending on your niche, some may be more relevant than others.

But if you can answer them about your different types of customers, you can effectively create a template for how to connect with your audience on an emotional level – one that goes deeper than ROI and efficiency.

And those are the toughest ties to sever.

Updated: September 2022.