Prompt Detail:
USER PERSONA: Marketing systems for insurance agents - United States
Table 01: DEMOGRAPHICS
| Data Points | Answers |
|---|---|
| Name | Sarah Johnson |
| Age | 36 |
| Occupation | Independent insurance agent |
| Annual income | $65,000 |
| Marital status | Married |
| Family situation | 2 children |
| Location | Phoenix, AZ |
Table 02: USER DESCRIPTION
Sarah Johnson is a 36-year-old independent insurance agent based in Phoenix, AZ. She is married with two children and has an annual income of $65,000.
Table 03: PSYCHOGRAPHICS
| Data Points | Answers |
|---|---|
| Personal characteristics | Detail-oriented, ambitious, organized, hardworking, goal-oriented |
| Hobbies | Hiking, yoga, reading, watching movies |
| Interests | Personal development, business growth, financial planning, fitness |
| Personal aspirations | To grow her insurance business and achieve financial stability |
| Professional goals | To expand her client base and increase her revenue streams |
| Pains | Lack of time, difficulty finding new clients, not enough income |
| Main challenges | Balancing work and family life, keeping up with industry changes |
| Needs | A user-friendly system to manage client information and policies |
| Dreams | To become a successful and respected insurance agent in her community |
Table 04: SHOPPING BEHAVIORS
| Data Points | Answers |
|---|---|
| Budget | $1,000 - $2,500 per year |
| Shopping frequency | Quarterly or as needed |
| Preferred channels | Online, in-person |
| Online behavior | Researches before purchasing, prefers easy-to-use websites |
| Search terms | Insurance policies, client management software, business growth |
| Preferred brands | Trusted, reputable insurance providers and software companies |
| Triggers | Client referrals, industry events and seminars, business growth |
| Barriers | Limited budget, lack of time, concerns about data security |
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