The Blog

Do I need to know about a buyer persona? It is extremely important for HVAC business owners to understand their typical target market characteristics. In so doing, they will gain deeper knowledge of buyer needs and expectations.

This knowledge will be crucial in developing HVAC services that are not only customer-centric, but also effective in solving customer problems.

So, What is a buyer persona? It is a fictional representation of your typical target customer. This fictional character bears all the qualities of your prospects. The qualities of your buyer personas are acquired through in-depth research and not necessarily randomized.

Beyond just understanding your customer needs, creating credible buyer personas assists your marketing efforts in tailoring your promotions for particular segments of the target market.

In simple terms, understanding your buyer personas will greatly enhance your marketing strategy, as the content you create is well targeted and personalized.

What are the 4 buyer personas?

For you to target your marketing efforts effectively, understanding the four main buyer personas you are likely to encounter in the market is vital. Get to understand how your target market behaves when buying your services by taking a closer look below.

1.      Humanistic buyer persona

This buyer persona can best be described as a paranoid buyer. As opposed to being pragmatic about their purchase, they rely heavily on their emotions. If they do not feel a special kind of bond with their sellers, they tend to hesitate a lot.

A person who relies on their feelings to make buying decisions may need more than a casual sales pitch to close the deal. For such buyers, concrete proof is everything. It is important to engage them personally and provide some demonstrations, if possible.

2.      Spontaneous buyer persona

This type of buyer easily responds to reflexes like, ‘Buy Now!’, ‘Clearance Sale’, or ‘While Stocks Last’. They react quickly to emotional triggers like excitement and validation that drive them to make an impulse buying decision.

They tend to emulate what their friends or influencers have or are buying, just to feel in the same boat. Even if it was not in their initial budget, they will still find a way to acquire the service right away without thinking of the consequences or details of the product.

3.      Methodical buyer persona

These buyers ride on solid facts and comparisons. They heavily rely on other buyers’ reviews to buy from you. They are also extremely cautious and will always research your services to find out all the fine details of why they should consider you over the next service provider. They always demand evidence of how your services can solve their problems.

Once you succeed in persuading them however, they become the best buyers who stick with you even for repeat business. In other words, they are easily convertible into loyal buyers.

4.      Competitive buyer persona

These types of buyers love to be in control of their buying decisions. They cherish value for their money and hence proving harder to convince. They do not appreciate being rushed into a buying decision and will always take their time to perform strict background checks on your service before committing to buy. They always want to find out what makes you better than the competition.

Where does the typical HVAC customer fit?

Having understood the buyer personas you are likely to encounter in your business, let us now apply the behavioral patterns of the different personas to your HVAC clients.

·         Installation services

When dealing with customers needing an installation service, you are likely to encounter competitive, humanistic, and methodical personas.

Why? Because an installation service is highly technical and detailed. Such buyers will probably require more information about the installation process, costs, alternative designs, or structures as well the warranty terms in order to gauge value for their money.

·         Repair services

A client seeking for repair services is more likely to display the qualities of spontaneous and humanistic buyers.

Depending on the magnitude, frequency, and type of repair, a buyer may be spontaneous because they need a broken emergency fixed immediately to continue using the item.

For lengthy repairs, a buyer is likely to be humanistic, as they only need a repair service they can trust and identify with maybe from the neighborhood. They value relationships and would rather go with a referral from a family or friend.

·         Maintenance services

Maintenance being a frequent service may attract humanistic buyers and methodical buyers since they value relationships. Most clients outsourcing maintenance services do it regularly hence a relationship built on trust is what a humanistic and methodical buyer values and may keep contacting the same service provider each time.

How do you optimize for these buyer personas?

Having identified and segmented your different buyer personas, you ought to also think about realigning your service delivery to better address each buyer’s needs optimally. Here is what you can do to achieve that:

·         Research alongside the customer

If a methodical buyer researches your service before opting in, seek to understand where they source their information. Where do they perform their service comparisons? This will enlighten you more on how you need to package your service when approaching them.

·         Direct interviews

A humanistic buyer who is always skeptical about buying your service can offer you great insights into what exactly they need to clear their doubt. Look for any particular patterns in those discussions and optimize your services accordingly.

·         Look for shared buyer characteristics

If a competitive buyer shuns your service more than once or in case you encounter multiple competitive buyers in your marketing, strive to establish the common links between such buyers. Request for their feedback where possible and evaluate your offerings once more.

·         Document new buyer personas

Each time you encounter a new buyer out there, make sure to record a description that best fits their persona into a log somewhere. The more logs you enter, the more profile clarity begins to shape up for your marketing.

You are likely to discover striking similarities amongst clients and classify them under a certain persona type. This way you repackage their service offering altogether.

How many buyer personas should I have?

How much effort are you willing to put into your market segmentation? That should help you clarify the number of buyer personas you need for your HVAC business.

As you segment your target market, you should always have in mind that too much of something is poisonous! Over-fragmenting your personas can potentially override your basic marketing strategy and message. Remember, consistency is key in winning over your target audience, and splitting your marketing efforts too much may deny you that.

Here is a tip. If your HVAC business provides more than one service, it is advisable to broadly classify these services without overlapping them. With a clear niche classification, go ahead and carefully develop a unique persona for each niche.

Under each niche, having two to four personas is sufficient, as long as all your service areas are fully represented. As a litmus test, make sure you are able to maintain consistency of focus on the promotional message for each particular niche.

It is much easier to capitalize on content personalization when you are dealing with only a few unique personas for each classification.

How do I make buyer personas?

Developing a dynamic persona that paints a true image of the specific buyer personas of your clients is a systematic process that requires more than just basic input. The process borrows from in-depth research to understand the behavioral patterns of your target audience. Here is how you can make one:

·         Know your business

Begin by understanding your key challenges, your business objectives, and how you intend to incorporate your personas in your marketing strategy. This is a great way to discover new opportunities for your marketing efforts.

·         Interview customers and prospects alike

Speak to your customers to understand why they prefer your brand to others. Multiple user interviews on customers and prospects will enlighten you further on their perspective. Also, examine your sales teams’ feedback about the different customers they attend to.

·         Track your customers’ journey

Research your customers’ journey to understand their distinct characteristics and behavioral patterns. Analyze trends on how they find and consume your content.

·         Draft persona templates

Develop a persona template that outlines all the different aspects that you and your team may need to learn about your target audience buyer personas. This template can always be used to construct new customer personas in future.

·         Name your personas

Assign unique names for the personas created. This will eliminate confusion in defining them across departments.

What should buyer personas include?

What makes up your ideal client? Your buyer persona template should have the following tenets:

·         Basic personal information

This includes the name, age, address, personal interests, persona photo, and any other relevant background information.

·         Professional background

This includes employer, job title, level of authority, as well as level of influence on key decision-makers.

·         Buyer market segment

This includes the specific target audience segment encompassing a buyer.

·         Clear business objectives

This includes focused and targeted business goals you hope to achieve from a particular buyer persona.

·         Key buyer problems

This includes specific challenges that affect the buyer’s experience.

·         Profession experience

This describes the tone to be adopted in addressing different buyer personas based on their career orientations.

·         Buyer concerns and queries

These are the specific questions that define the customer’s history with you and how they relate to their personality.

·         Message reception

This includes the mode of communication a particular buyer prefers, along with the tone, as well as message structuring. This should also highlight the keywords that resonate with the persona’s needs.

What is an example of a buyer persona?

Now that you understand the behaviors that inspire your buyer decisions and the kind of marketing strategy that will appeal to your target audience, let us look at a practical example of a buyer persona. Mr. X is a renowned HVAC consultant at ABC HVAC Consultants. Below are his personal and career proclivities:

Personal background

Age: 50-60 years

Marital status: Married with two boys, 12 years and 17 years

Education: Postgraduate Masters Degree

Interests: HVAC enthusiast

Location: Mid vale


Job: HVAC consultant

Experience: 25 years and counting

Duties: Installations, Repairs, and Maintenance Consultancy

Key competencies: Industry knowledge, Expert analysis, Customer service

Reports to: Managing partner

Leads: 15 to 25 HVAC technicians

Company details

Industry: HVAC

Annual turnover: $ 12M

Employees: 150

Expectations and Challenges

Success definition: Job satisfaction

Mostly values: Family, Church, Friendship, Job security

Greatest challenge: Technology disruption, Managing people, Work-life balance

Update preferences

Desired communication: Phone, Email

Researches services via: Internet

Industry news updates: Email Newsletters

Social media preference: LinkedIn, Facebook

What message is the persona trying to convey?

Mr. X’s persona presents a detailed picture of who he really is. It vividly depicts the target audience Mr. X will fit in (HVAC Consultants segmentation), his family details including his children’s ages as well as his level of education.

The persona also presents the industry and company Mr. X works in as well as his role, giving you a hint as to the tone of voice you can use to address such a professional. Looking at his challenges, he mentions ‘Technology disruption’, which is rather vague. He should have at least broken it down a little to include the specific disruption that troubles him.

For example, talking about ‘Evolving workflow systems’ would have been clearer as a specific challenge.

Lastly, the fact that Mr. X likes to receive industry updates via email newsletters, provides a helpful hint as to the channel of marketing messages he will most likely access. From Mr. X’s persona, you can now begin to work on your marketing message by crafting it around his behavioral patterns.

When it gets to him, such a message will resonate well with his needs at a very personal level, and he is highly likely to stick with your business as a loyal client.

Are you still asking yourself, Do I need to know about buyer personas? The evidence is clear enough. We have just illustrated to you how being specific, personal and intentional can help guide your marketing efforts. Now that you know how to build your own personas, take the initiative of reaching out to your target audience in the most personal way.

If you are not sure where to begin, involve an expert to design your different buyer personas.

WhatsApp Need our help? Chat with us