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This phase of the HighRoad methodology for onboarding your association onto HubSpot is designed to discover your data requirements, understand your segmentation strategy, and build out the framework for identifying your personas.

Data Discovery & Persona Building

Pre-Requisite Research

Blog: How to Create Marketing Personas for Associations and Use Them to Make Better Decisions
Listicle: Top 5 Tools Associations Need to Create Buyer Personas

Set yourself up for success by pulling in the right tools to build personas

Listicle: Persona Building Toolkit

Understand the fundamentals of gathering and organizing your data to develop your persona matrix.

Infographic: The Persona Playbook

Once you have your personas identified, learn the process for building out your persona profiles.

Pre-Requisite Homework

Workbook: HubSpot Overview Workbook to Define Leads

Use this workbook to help communicate what defines a lead for your organization

Workbook: HubSpot Overview Workbook for Early Automation

Use this workbook to define workflows that need to be setup right away & current marketing efforts

Data Discovery & Persona Workbooks

Workbook: Spark Segmentation Strategy Workbook

This interactive workbook is designed to walk you through your data and segmentation needs 

Workbook: Persona Prioritizing

Your guide for categorizing your membership and building intelligent, data-driven persona segments with Spark.

Workbook: Persona Building

This interactive workbook is designed to walk you through the attributes for each of your personas