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Defining Business Personas for Startups and SMBs in the USA

Avatar of Carlos S.Carlos S.
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IF( AND( OR({{Normalized Title}} = "Founder", {{Normalized Title}} = "Owner"), {{# of Employees}} <= 10, {{2023 Revenue (USD)}} <= 500000, {{Country}} = "USA" ), "Persona #1 | Startup | Founder/Owner", IF( AND( {{Normalized Title}} = "C-Suite", {{# of Employees}} <= 10, {{2023 Revenue (USD)}} <= 500000, {{Country}} = "USA" ), "Persona #2 | Startup | C-Suite", IF( AND( {{Normalized Title}} = "Presidency", {{# of Employees}} <= 10, {{2023 Revenue (USD)}} <= 500000, {{Country}} = "USA" ), "Persona #3 | Startup | Presidency", IF( AND( {{Company Provides SaaS?}} = "No", {{Normalized Title}} = "C-Suite", {{# of Employees}} >= 11, {{# of Employees}} <= 50, {{2023 Revenue (USD)}} >= 1000000, {{2023 Revenue (USD)}} <= 10000000, {{Country}} = "USA" ), "Persona #4 | Non-SaaS SMB | C-Suite/Presidency", IF( AND( {{Company Provides SaaS?}} = "Yes", {{Normalized Title}} = "C-Suite", {{# of Employees}} >= 11, {{# of Employees}} <= 50, {{2023 Revenue (USD)}} > 500000, {{Country}} = "USA" ), "Persona #5 | SaaS SMB | C-Suite/Presidency", IF( AND( {{Company Provides SaaS?}} = "Yes", {{Normalized Title}} = "Manager", {{# of Employees}} >= 11, {{# of Employees}} <= 50, {{2023 Revenue (USD)}} > 500000, {{Country}} = "USA" ), "Persona #6 | SaaS SMB | Manager", IF( AND( {{Normalized Title}} = "C-Suite", {{# of Employees}} >= 51, {{# of Employees}} <= 200, {{2023 Revenue (USD)}} > 10000000, {{Country}} = "USA" ), "Persona #7 | Enterprise | C-Suite", IF( AND( {{Normalized Title}} = "Presidency", {{# of Employees}} >= 51, {{# of Employees}} <= 200, {{2023 Revenue (USD)}} > 10000000, {{Country}} = "USA" ), "Persona #8 | Enterprise | Presidency", IF( AND( {{Normalized Title}} = "Manager", {{# of Employees}} >= 51, {{# of Employees}} <= 200, {{2023 Revenue (USD)}} > 10000000, {{Country}} = "USA" ), "Persona #9 | Enterprise | Manager", "Unclassified" ) ) ) ) ) ) ) ) )

2 comments

  • Avatar of Channeled
    Channeled
    APP
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    You can create complex IF statements using logical operators to classify personas based on multiple conditions. Here's how:1. Use the OR operator (||) for conditions where at least one needs to be true: • Example: IF({{employee_count}} > 500 || {{location}} == "US") THEN "Enterprise" ELSE "SMB" 2. Best practices for your conditional statements: • Always include error handling for empty fields • Test boundary values to avoid misclassification • Handle unexpected data formats by setting appropriate defaultsFor example, a complete formula might look like:IF({{company_size}} > 100 &amp;&amp; {{location}} == "US") THEN "Primary Target" ELSE IF({{company_size}} > 50) THEN "Secondary Target" ELSE "Not Qualified" Sources: Conditional statements | Clay University Logical operators | Clay University

  • Avatar of Channeled
    Channeled
    APP
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