Create a

Customer Persona
and Journey
Worksheets
Target Audience
Craft a target audience for your selected business

● -Sole Traders
Target Audience Name: ● -Entrepreneurs
● -Partnerships
Needs ● -Small Businesses
● Need for government tax compliance
● -Privacy and information confidentiality
● -Seeking experienced, educated and trusted professional to deal with
requirements for the financials of the business

Demographics

Age: 21-65

Gender: Male/Female

Household Income: 3500-25000TT

Education/Occupation: Business/Service
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Location: Trinidad or Toabgo

Interest Behaviors

● Assistance from a qualified ● Based on the freemium model so

auditor and taxation professional
● -Quick and easy guided data
entry model for taxation and
auditing needs
● -Personalized User Onboarding
● -Expense and deductible
analyzer
● -Analysis of any financial needs
of the customer and feedback as
needed
initial services are free whereas
other services needed attract a
payment
● Create and install a new system
to allow for better management,
accountability and book keeping
● Delimit challenges related to
taxation and auditing issues

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Map Your Customer’s Journey
Answer the questions below for each phase of the customer journey using the
target audience you developed for your selected business

Phase
Awareness When is my target most receptive?

● No need to line-up and pay financial requirements for business.

● Effective accountability and auditing as required
● Availability to all clients, no matter their location
● Stress- free clientele and freedom to pursue and effect any
necessary modifications to the business as needed.

Interest How can I relate my product to my target’s needs?

● Automated data entry for faster analysis by the consultant and quick
and reliable solutions to issues
● Billings will be based on level of complexity of taxation, audit or
accountancy concerns
● Customer concerns irrespective of financial state will be properly
addressed
Desire How can I show my target my product really fits in their life?
● Time and exhaustion dealing with financial ministries for tax
compliance
● Accumulation of Losses; slow refunds from relevant government
ministries
● Application to the banking system for loans and mortgages and being
denied due to banking concerns in meeting requirements
Conversion How can I get my target to take action?

● Word of Mouth through clients contracted with Faizal Mohammed

Consultancy
● -Social media platforms such as Facebook, with a direct link to taxation
tool

Advocacy How can I make my target into an advocate?

● Providing assistance and information for taxation compliance for sole

traders, partnerships and small businesses.
● Registering of new businesses with Ministry of Legal Affairs
● Aiding employees and employers in understanding compliance for
National Insurance Board (NIS) with respect to contributions and
possible refunds
● Advise in legitimate ways of tax savings in terms of allowances and
retirement benefits.
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