This b2b software user persona discovery form is designed for teams that need better input from real users, buyers, and stakeholders inside B2B software companies. It helps you document who someone is, what department they work in, how long they have been in role, and what responsibilities shape their day-to-day decisions.
The template also goes deeper than basic contact details by asking about a typical workday, daily software tools, and the most critical tool in the respondent's workflow. That makes it useful for product research, customer interviews, segmentation work, positioning exercises, and any project where you need clearer insight into operational habits and decision-making context.
Because the questions follow a practical research flow, teams can compare responses more easily across companies, industries, and job functions. You can use the form as-is for persona discovery or adapt it for customer research, market validation, onboarding interviews, or internal discovery projects focused on specific user groups.
